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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 %
DLHL
151
Donald L. Hagan LLC
Florida
$11.6M +$7.31M +84,360 +171%
MWM
152
MinichMacGregor Wealth Management
New York
$11.6M +$7.4M +85,344 +177%
RWP
153
Reliant Wealth Planning
Kentucky
$11.3M +$11.3M +130,787 New
Natixis Advisors
154
Natixis Advisors
Massachusetts
$11.1M +$12.3K +142 +0.1%
OPS
155
Orion Portfolio Solutions
Nebraska
$10.9M -$8.06M -92,968 -42%
CAN
156
Claraphi Advisory Network
United States
$10.4M +$4.19M +48,335 +67%
VC
157
Vicus Capital
Pennsylvania
$10.4M +$7.96M +91,886 +325%
SC
158
SouthState Corp
Florida
$10.4M -$264K -3,045 -2%
RCM
159
Rain Capital Management
Oregon
$10.4M -$14.2M -168,147 -58%
AA
160
Argent Advisors
Louisiana
$10.3M +$3.42M +39,406 +49%
PP
161
Prudential plc
United Kingdom
$10.3M +$8.13M +93,810 +372%
AFG
162
Affinia Financial Group
Massachusetts
$10.2M +$1.74M +20,119 +21%
CCT
163
Country Club Trust
Missouri
$10.2M +$9.6M +110,774 +1,682%
WIC
164
Whitegate Investment Counselors
New Hampshire
$9.98M +$8.84M +102,035 +777%
Betterment LLC
165
Betterment LLC
New York
$9.84M -$47K -542 -0.5%
SCA
166
Snowden Capital Advisors
New York
$9.7M -$1.24M -14,339 -11%
LWP
167
Legacy Wealth Partners
California
$9.43M +$8.1M +93,461 +608%
CFB
168
Cullen/Frost Bankers
Texas
$9.32M -$270K -3,112 -3%
DC
169
Davenport & Co
Virginia
$9.23M +$2.43M +28,036 +36%
CA
170
Cetera Advisors
Colorado
$9.02M +$4.44M +51,263 +97%
SFS
171
Sowell Financial Services
Arkansas
$8.75M +$8.37M +96,636 +2,245%
CFGS
172
Concourse Financial Group Securities
Alabama
$8.65M +$351K +4,047 +4%
CI
173
CX Institutional
Indiana
$8.65M +$1.05M +12,117 +14%
GJIC
174
Gamble Jones Investment Counsel
California
$8.64M +$100K +1,155 +1%
ASN
175
Advisory Services Network
Georgia
$8.59M -$1.61M -18,591 -16%
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