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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

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

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$57.4M
2
Wells Fargo
Wells Fargo
California
+$45.7M
3
AssetMark Inc
AssetMark Inc
California
+$43.1M
4
UBS Group
UBS Group
Switzerland
+$36.8M
5
Morgan Stanley
Morgan Stanley
New York
+$31.9M

Top Sellers

1
Jane Street
Jane Street
New York
-$182M
2
UCFA
United Capital Financial Advisors
Texas
-$103M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$98.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$68.9M
5
HCM
Howard Capital Management
Georgia
-$48.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
201
Dimension Capital Management
Florida
$4.09M -$779K -9,185 -16%
TCM
202
Tuttle Capital Management
Connecticut
$4.09M +$3.04M +35,758 +290%
SCM
203
Stordahl Capital Management
Colorado
$4.05M -$68.1K -803 -2%
BRWA
204
B. Riley Wealth Advisors
Florida
$3.99M +$226K +2,662 +6%
NP
205
NorthRock Partners
Minnesota
$3.97M +$3.97M +46,846 New
MPW
206
MA Private Wealth
California
$3.89M +$34.2K +403 +0.9%
CGI
207
Cougar Global Investments
Ontario, Canada
$3.88M +$579K +6,822 +18%
LPT
208
Legacy Private Trust
Wisconsin
$3.84M -$598K -7,054 -13%
CWM
209
Connecticut Wealth Management
Connecticut
$3.82M +$18.7K +220 +0.5%
AWM
210
Alterna Wealth Management
Texas
$3.72M -$310K -3,658 -8%
HW
211
Hancock Whitney
Mississippi
$3.62M -$58.7K -692 -2%
UIA
212
UBP Investment Advisors
Switzerland
$3.62M +$521K +6,147 +17%
JWM
213
Jupiter Wealth Management
Colorado
$3.59M +$61.1K +720 +2%
CIC
214
Carnegie Investment Counsel
Ohio
$3.58M +$64.8K +764 +2%
WPC
215
White Pine Capital
Minnesota
$3.56M – – –
SWM
216
SigFig Wealth Management
California
$3.44M -$115K -1,352 -3%
WANY
217
Wealthspire Advisors (New York)
New York
$3.42M -$57.5K -678 -2%
PAG
218
Pinnacle Advisory Group
Maryland
$3.36M +$1.55M +18,293 +86%
TP
219
Third Point
New York
$3.34M +$503K +5,935 +18%
CFA
220
Carroll Financial Associates
North Carolina
$3.32M -$172K -2,028 -5%
TI
221
Tidal Investments
Wisconsin
$3.26M -$28.4K -335 -0.9%
Comerica Bank
222
Comerica Bank
Texas
$3.25M +$155K +1,823 +5%
Natixis Advisors
223
Natixis Advisors
Massachusetts
$3.18M +$3.18M +37,431 New
SBL
224
Sargent Bickham Lagudis
Colorado
$3.17M -$5.09M -60,047 -62%
Barclays
225
Barclays
United Kingdom
$3.12M +$2.66M +31,391 +579%
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