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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
+$459M
2
Morgan Stanley
Morgan Stanley
New York
+$422M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$383M
4
MLM
Mount Lucas Management
Pennsylvania
+$283M
5
UCFA
United Capital Financial Advisors
Texas
+$177M

Top Sellers

1
BlackRock
BlackRock
New York
-$139M
2
RBA
Richard Bernstein Advisors
New York
-$128M
3
LPL Financial
LPL Financial
California
-$60.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$48.8M
5
TPWA
TRUE Private Wealth Advisors
Oregon
-$47.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
176
Belpointe Asset Management
Nevada
$8.37M +$2.34M +27,003 +39%
RBCM
177
Raub Brock Capital Management
California
$8.26M +$8.26M +95,340 New
AIA
178
Arrow Investment Advisors
Maryland
$8.17M +$6.31M +72,777 +340%
WAS
179
Wealth Advisory Solutions
Indiana
$8.15M +$1.54M +27,183 +23%
KP
180
Keel Point
Alabama
$8.14M -$388K -4,476 -5%
CHJWM
181
Carlton Hofferkamp & Jenks Wealth Management
Texas
$8.1M -$225K -2,602 -3%
TCM
182
Twele Capital Management
Minnesota
$8.07M -$4.47M -51,551 -36%
MCM
183
Maxim Capital Management
California
$8.03M +$3.51M +40,511 +78%
RIM
184
Rampart Investment Management
Connecticut
$7.7M +$4.77M +54,998 +162%
MIAN
185
Mariner Independent Advisor Network
Kansas
$7.59M -$1.44M -16,665 -16%
BWM
186
Baystate Wealth Management
Massachusetts
$7.5M -$474K -5,466 -6%
AIG
187
American International Group
New York
$7.44M -$1.9M -21,900 -20%
MSWM
188
Mader & Shannon Wealth Management
Missouri
$7.41M +$353K +4,076 +5%
MFM
189
Mirsky Financial Management
New York
$7.37M +$936K +10,799 +15%
PAG
190
Private Advisor Group
New Jersey
$7.33M -$598K -6,898 -8%
PD
191
Planning Directions
Pennsylvania
$7.31M +$7.31M +84,306 New
A
192
AdvicePeriod
California
$6.96M +$477K +5,499 +7%
GWM
193
Geneos Wealth Management
Colorado
$6.96M +$6.42M +74,123 +1,206%
TC
194
Telemus Capital
Michigan
$6.93M -$385K -4,441 -5%
EVM
195
Eaton Vance Management
Massachusetts
$6.93M +$163K +1,880 +2%
MHS
196
M Holdings Securities
Oregon
$6.75M +$5.85M +67,521 +655%
FFN
197
Focus Financial Network
Minnesota
$6.74M +$756K +8,721 +13%
OFW
198
Omnia Family Wealth
Florida
$6.63M +$1.12M +12,869 +20%
Mercer Global Advisors
199
Mercer Global Advisors
Colorado
$6.58M +$1.87M +21,624 +40%
PCS
200
Personal CFO Solutions
New Jersey
$6.35M +$5.3M +61,187 +508%
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