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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
JWM
201
Jupiter Wealth Management
Colorado
$3.52M +$809K +9,604 +30%
CIC
202
Carnegie Investment Counsel
Ohio
$3.52M +$17.9K +212 +0.5%
FTUS
203
Flow Traders U.S.
New York
$3.5M +$433K +5,146 +14%
CFA
204
Carroll Financial Associates
North Carolina
$3.49M -$92.5K -1,099 -3%
WANY
205
Wealthspire Advisors (New York)
New York
$3.48M +$486K +5,775 +16%
Allianz Asset Management
206
Allianz Asset Management
Germany
$3.47M -$525K -6,238 -13%
WIC
207
Whitegate Investment Counselors
New Hampshire
$3.46M +$55.9K +664 +2%
SCA
208
STALEY CAPITAL ADVISERS
Pennsylvania
$3.41M -$179K -2,125 -5%
WA
209
WESPAC Advisors
California
$3.34M +$1.68M +19,903 +102%
CI
210
Cavalier Investments
Georgia
$3.3M -$1.74M -20,604 -35%
CGI
211
Cougar Global Investments
Ontario, Canada
$3.3M +$3.27M +38,859 +99,638%
TI
212
Tidal Investments
Wisconsin
$3.29M -$143K -1,701 -4%
PAM
213
Peak Asset Management
Colorado
$3.17M -$84.4K -1,002 -3%
LNC
214
Lincoln National Corp
Pennsylvania
$3.15M +$125K +1,488 +4%
SFA
215
Semmax Financial Advisors
North Carolina
$3.11M +$1.87M +22,221 +154%
UIA
216
UBP Investment Advisors
Switzerland
$3.1M +$30.1K +358 +1%
Comerica Bank
217
Comerica Bank
Texas
$3.09M +$6.32K +75 +0.2%
Kovitz Investment Group Partners
218
Kovitz Investment Group Partners
Illinois
$3.07M -$59.9K -711 -2%
ZF
219
Zhang Financial
Michigan
$3.01M +$84 +1 +0%
FAIM
220
Financial Advocates Investment Management
Washington
$2.98M -$348K -4,129 -11%
KWMG
221
King Wealth Management Group
Florida
$2.96M +$119K +1,412 +4%
TP
222
Third Point
New York
$2.83M -$407K -4,831 -13%
TNBTD
223
Trustmark National Bank Trust Department
Mississippi
$2.83M -$149K -1,774 -5%
HI
224
Horizon Investments
North Carolina
$2.83M -$6.6M -78,370 -70%
M&T Bank
225
M&T Bank
New York
$2.81M -$82.9K -984 -3%