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iShares 1-3 Year Treasury Bond ETF

686 hedge funds and large institutions have $10.8B invested in iShares 1-3 Year Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 271 increasing their positions, 227 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+7
Holders Change %
+1.03%
% of All Funds
15.07%
Holding in Top 10
70
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.38%
% of All Funds
1.54%
New
77
Increased
271
Reduced
227
Closed
66
Calls
$31.4M
Puts
$475M
Net Calls
-$444M
Net Calls Change
-$754M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
176
AUA Capital Management
Pennsylvania
$5.32M -$376K -4,428 -7%
LWM
177
Lyons Wealth Management
Florida
$5.21M -$833K -9,816 -14%
DADC
178
D.A. Davidson & Co
Montana
$5.18M +$1.49M +17,573 +40%
BC
179
Burleson & Co
California
$5.09M +$4.61M +54,331 +954%
BAM
180
Belpointe Asset Management
Nevada
$5.04M +$616K +7,260 +14%
BAM
181
Berkshire Asset Management
Pennsylvania
$5M +$5M +58,985 New
RAM
182
Riggs Asset Management
Pennsylvania
$4.91M +$4.22M +49,751 +607%
SIA
183
SeaBridge Investment Advisors
New Jersey
$4.89M +$4.89M +57,592 New
CFG
184
CKW Financial Group
Hawaii
$4.88M +$4.88M +57,525 New
BSW
185
Buckingham Strategic Wealth
Missouri
$4.86M -$205K -2,413 -4%
HNB
186
Huntington National Bank
Ohio
$4.86M -$5.37M
LWM
187
Lenox Wealth Management
Ohio
$4.77M -$2.25M -26,550 -32%
CWP
188
Capital Wealth Planning
Florida
$4.69M +$41.9K +494 +0.9%
FHB
189
First Hawaiian Bank
Hawaii
$4.64M -$299K -3,520 -6%
WB
190
WesBanco Bank
West Virginia
$4.57M +$4.01M +47,292 +713%
A
191
AdvicePeriod
California
$4.52M +$294K +3,468 +7%
1832 Asset Management
192
1832 Asset Management
Ontario, Canada
$4.43M +$854K +10,068 +24%
SGI
193
Swan Global Investments
Colorado
$4.4M
FPS
194
Fieldpoint Private Securities
Connecticut
$4.36M +$1.91M +22,571 +78%
TF
195
TIAA FSB
Florida
$4.27M +$298K +3,513 +7%
CI
196
Cambiar Investors
Colorado
$4.26M
QCMNJ
197
Quantum Capital Management (New Jersey)
New Jersey
$4.24M -$1.6M -18,840 -27%
MWM
198
MinichMacGregor Wealth Management
New York
$4.24M -$29.8K -351 -0.7%
MA
199
Mutual Advisors
Nebraska
$4.2M -$839K -9,885 -17%
Prudential Financial
200
Prudential Financial
New Jersey
$4.18M -$796K -9,379 -16%