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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

803 hedge funds and large institutions have $15.1B invested in iShares 1-3 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 325 increasing their positions, 254 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+40
Holders Change %
+5.24%
% of All Funds
17.74%
Holding in Top 10
125
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+58.23%
% of All Funds
2.76%
New
135
Increased
325
Reduced
254
Closed
82
Calls
$36M
Puts
$164M
Net Calls
-$128M
Net Calls Change
+$382M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$460M
2
Morgan Stanley
Morgan Stanley
New York
$1.08B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$703M
4
MLM
Mount Lucas Management
Pennsylvania
$305M
5
UCFA
United Capital Financial Advisors
Texas
$203M

Top Sellers

1
BlackRock
BlackRock
New York
$487M
2
RBA
Richard Bernstein Advisors
New York
$292M
3
LPL Financial
LPL Financial
California
$194M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$58.9M
5
TPWA
TRUE Private Wealth Advisors
Oregon
$45.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
126
BFSG LLC
California
$15.3M +$123K +1,417 +0.8%
HFA
127
High Falls Advisors
New York
$15M +$607K +7,000 +4%
SC
128
Scotia Capital
Ontario, Canada
$14.8M +$4.47M +51,552 +43%
PCP
129
Proficio Capital Partners
Massachusetts
$14.8M -$1.22M -14,075 -8%
OC
130
Oppenheimer & Co
New York
$14.7M +$4.39M +50,677 +43%
PI
131
PFS Investments
Georgia
$14.4M -$1.98M -22,900 -12%
TWA
132
Tillar-Wenstrup Advisors
Ohio
$14.4M +$9.24M +106,618 +179%
IAN
133
Integrated Advisors Network
Texas
$14.3M +$3.89M +44,829 +37%
JWM
134
Jackson Wealth Management
Florida
$14.2M +$14.2M +163,657 New
GG
135
GenWealth Group
New Jersey
$14.2M +$14.2M +163,582 New
BSAM
136
Blue Sky Asset Management
Colorado
$14.2M +$13.2M +152,724 +1,413%
TCPWM
137
Traverso Chambers Private Wealth Management
California
$14.1M +$2.13M +24,576 +18%
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$13.8M +$2.35M +27,078 +21%
VC
139
Veracity Capital
Georgia
$13.7M +$13.7M +158,016 New
CW
140
CreativeOne Wealth
Kansas
$13.5M +$10.7M +123,575 +387%
NIMI
141
Natixis Investment Managers International
France
$13.3M +$13.3M +153,366 New
CM
142
Columbus Macro
Pennsylvania
$13M +$876K +10,103 +7%
BWM
143
Biltmore Wealth Management
Arizona
$12.9M – – –
IFS
144
Ifrah Financial Services
Arkansas
$12.6M +$490K +5,649 +4%
SMFG
145
Sumitomo Mitsui Financial Group
Japan
$12.5M -$93.3K -1,077 -0.7%
GC
146
Guggenheim Capital
Illinois
$12.5M +$470K +5,428 +4%
SWP
147
Stratos Wealth Partners
Ohio
$12.3M -$1.94M -22,429 -14%
GPWA
148
Great Point Wealth Advisors
Massachusetts
$12.1M -$1.08M -12,474 -8%
WB
149
WesBanco Bank
West Virginia
$11.8M +$7.18M +82,821 +154%
PWS
150
Paragon Wealth Strategies
Florida
$11.8M +$11.8M +136,641 New
4 5
6
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