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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

656 hedge funds and large institutions have $15.1B invested in iShares 1-3 Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 230 increasing their positions, 153 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
+126
Holders Change %
+23.77%
% of All Funds
14.64%
Holding in Top 10
86
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+177.42%
% of All Funds
1.92%
New
183
Increased
230
Reduced
153
Closed
50
Calls
$28.4M
Puts
$221M
Net Calls
-$193M
Net Calls Change
-$107M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.18B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$743M
3
Bank of America
Bank of America
North Carolina
+$533M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$435M
5
CSIA
Charles Schwab Investment Advisory
California
+$386M

Top Sellers

1
BlackRock
BlackRock
New York
-$208M
2
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$170M
3
MLM
Mount Lucas Management
Pennsylvania
-$86.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$52.4M
5
VIM
VCU Investment Management
Virginia
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEAM
176
Baker Ellis Asset Management
Washington
$4.72M +$2.51M +30,020 +113%
HFS
177
Howard Financial Services
Texas
$4.71M +$4.71M +56,304 New
EWM
178
Executive Wealth Management
Michigan
$4.62M +$4.62M +55,237 New
SGI
179
Swan Global Investments
Colorado
$4.57M – – –
PBO
180
Peoples Bank (Ohio)
Ohio
$4.56M +$4.11M +49,135 +902%
BSW
181
Buckingham Strategic Wealth
Missouri
$4.55M -$321K -3,838 -7%
MIAN
182
Mariner Independent Advisor Network
Kansas
$4.5M +$4.5M +53,838 New
EIA
183
Eldridge Investment Advisors
New Hampshire
$4.5M +$1.86M +22,247 +71%
CI
184
Cambiar Investors
Colorado
$4.36M +$518K +6,193 +13%
MCM
185
Maxim Capital Management
California
$4.36M +$4.36M +52,142 New
TC
186
Trilogy Capital
California
$4.29M -$1.23M -14,759 -22%
CS
187
Credit Suisse
Switzerland
$4.25M -$4.94M -59,105 -54%
SAS
188
Sage Advisory Services
Texas
$4.2M +$4.2M +50,235 New
BFA
189
Beaumont Financial Advisors
Massachusetts
$4.13M +$3.87M +46,334 +1,508%
LBD
190
Landsberg Bennett & Dubbaneh
Florida
$4.11M +$4.11M +49,118 New
RSWM
191
Robertson Stephens Wealth Management
California
$4.09M +$4.09M +48,945 New
Deutsche Bank
192
Deutsche Bank
Germany
$4.01M +$992K +11,871 +33%
BRWA
193
B. Riley Wealth Advisors
Florida
$3.97M +$41.6K +498 +1%
PWM
194
Perigon Wealth Management
California
$3.94M +$3.77M +59,705 +2,262%
PAG
195
Private Advisory Group
Washington
$3.92M +$3.92M +46,817 New
PC
196
Permanens Capital
New York
$3.9M +$2.41M +28,852 +162%
GWM
197
Geneos Wealth Management
Colorado
$3.88M +$2.94M +35,152 +311%
Allianz Asset Management
198
Allianz Asset Management
Germany
$3.83M +$3.83M +45,789 New
MPW
199
MA Private Wealth
California
$3.82M +$3.82M +45,723 New
SBL
200
Sargent Bickham Lagudis
Colorado
$3.67M +$3.61M +43,128 +5,828%
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