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iShares 1-3 Year Treasury Bond ETF

679 hedge funds and large institutions have $10.9B invested in iShares 1-3 Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 277 increasing their positions, 239 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,073% more call options, than puts

Call options by funds: $320M | Put options by funds: $10.1M

22% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 59

16% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 239

1% more funds holding

Funds holding: 675679 (+4)

9.14% less ownership

Funds ownership: 70.93%61.79% (-9.1%)

10% less funds holding in top 10

Funds holding in top 10: 7164 (-7)

25% less capital invested

Capital invested by funds: $14.6B → $10.9B (-$3.67B)

Holders
679
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
14.75%
Holding in Top 10
64
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.86%
% of All Funds
1.39%
New
72
Increased
277
Reduced
239
Closed
59
Calls
$320M
Puts
$10.1M
Net Calls
+$310M
Net Calls Change
+$284M
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
176
Sage Advisory Services
Texas
$4.48M +$3.49M +41,404 +362%
LPT
177
Legacy Private Trust
Wisconsin
$4.43M -$1.38M -16,378 -24%
BAM
178
Belpointe Asset Management
Nevada
$4.42M -$46.1M -547,788 -91%
SGI
179
Swan Global Investments
Colorado
$4.39M -$1.48M -17,567 -25%
Renaissance Technologies
180
Renaissance Technologies
New York
$4.27M +$44.5K +528 +1%
MWM
181
MinichMacGregor Wealth Management
New York
$4.26M -$44.7K -531 -1%
CI
182
Cambiar Investors
Colorado
$4.26M -$193K -2,295 -4%
PAG
183
Private Advisory Group
Washington
$4.24M +$269K +3,190 +7%
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$4.23M +$299K +3,545 +8%
A
185
AdvicePeriod
California
$4.22M +$873K +10,367 +26%
GPWA
186
Great Point Wealth Advisors
Massachusetts
$4.21M +$211K +2,507 +5%
SCM
187
Stordahl Capital Management
Colorado
$4.11M +$481K +5,714 +13%
AWM
188
Alterna Wealth Management
Texas
$4.02M +$303K +3,595 +8%
TF
189
TIAA FSB
Florida
$3.97M -$135K -1,601 -3%
MFM
190
Mirsky Financial Management
New York
$3.92M +$97.3K +1,155 +3%
MPW
191
MA Private Wealth
California
$3.85M +$165K +1,960 +5%
CWM
192
Connecticut Wealth Management
Connecticut
$3.8M +$3.77M +44,815 New
NFG
193
Next Financial Group
Texas
$3.78M -$47.8M -567,718 -93%
BRWA
194
B. Riley Wealth Advisors
Florida
$3.76M +$16.3K +193 +0.4%
DADC
195
D.A. Davidson & Co
Montana
$3.69M +$2.38M +28,301 +186%
HW
196
Hancock Whitney
Mississippi
$3.68M +$2.29M +27,205 +168%
AA
197
Alesco Advisors
New York
$3.58M +$41.5K +493 +1%
1832 Asset Management
198
1832 Asset Management
Ontario, Canada
$3.58M +$3.55M +42,166 New
WPC
199
White Pine Capital
Minnesota
$3.56M
SWM
200
SigFig Wealth Management
California
$3.55M +$244K +2,893 +7%