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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

417 hedge funds and large institutions have $6.75B invested in iShares 1-3 Year Treasury Bond ETF in 2015 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 128 increasing their positions, 170 reducing their positions, and 42 closing their positions.

Holders
417
Holders Change
+7
Holders Change %
+1.71%
% of All Funds
10.95%
Holding in Top 10
69
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.48%
% of All Funds
1.81%
New
55
Increased
128
Reduced
170
Closed
42
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$646K

Top Buyers

1
HIM
1
Hanlon Investment Management
New Jersey
$347M
2
UCFA
2
United Capital Financial Advisors
Texas
$93M
3
CC
3
Cedar Capital
Illinois
$79.4M
4
TCM
4
Tuttle Capital Management
Connecticut
$76.5M
5
VA
5
Valmark Advisers
Ohio
$56.5M

Top Sellers

1
Axa
1
Axa
France
$0
2
Bank of America
2
Bank of America
North Carolina
$633M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
AssetMark Inc
4
AssetMark Inc
California
$76.9M
5
IA
5
IndexIQ Advisors
New York
$64.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$633M 7,508,393 -5,715,959 -43%
Wells Fargo
2
Wells Fargo
California
$508M 6,026,122 +149,169 +3%
Morgan Stanley
3
Morgan Stanley
New York
$433M 5,136,506 -75,712 -1%
HIM
4
Hanlon Investment Management
New Jersey
$347M 4,112,506 +4,112,506 New
UBS Group
5
UBS Group
Switzerland
$276M 3,274,593 -527,241 -14%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$269M 3,184,569 +70,719 +2%
LTI
7
Laffer Tengler Investments
Tennessee
– – – –
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$197M 2,338,176 -664,457 -22%
BIT
9
BlackRock Institutional Trust
California
$184M 2,175,884 +60,263 +3%
CPS
10
Counsel Portfolio Services
Ontario, Canada
$152M 1,803,482 +140,915 +8%
MLM
11
Mount Lucas Management
Pennsylvania
$152M 1,803,482 +140,915 +8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$142M 1,687,804 -772,527 -31%
GB
13
Gunma Bank
Japan
$126M 1,497,000 – –
GC
14
Grimes & Company
Massachusetts
$125M 1,477,522 -31,399 -2%
FI
15
FormulaFolio Investments
Michigan
$112M 1,331,273 -248,698 -16%
UCFA
16
United Capital Financial Advisors
Texas
$93M 1,102,617 +1,068,999 +3,180%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$88.2M 1,045,843 -75,130 -7%
CC
18
Cedar Capital
Illinois
$79.4M 940,746 +940,746 New
HA
19
Hays Advisory
Tennessee
$78.8M 934,358 +12,786 +1%
AssetMark Inc
20
AssetMark Inc
California
$76.9M 911,262 -997,525 -52%
TCM
21
Tuttle Capital Management
Connecticut
$76.5M 906,896 +585,415 +182%
Ameriprise
22
Ameriprise
Minnesota
$75.1M 879,886 +251,062 +40%
LPL Financial
23
LPL Financial
California
$73.1M 865,317 +288,769 +50%
CC
24
Capital Counsel
New York
$72M 853,870 +354,420 +71%
IA
25
IndexIQ Advisors
New York
$64.4M 763,567 -883,404 -54%
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