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iShares 1-3 Year Treasury Bond ETF

523 hedge funds and large institutions have $6.15B invested in iShares 1-3 Year Treasury Bond ETF in 2018 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 166 increasing their positions, 198 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
+4
Holders Change %
+0.77%
% of All Funds
12%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.71%
New
65
Increased
166
Reduced
198
Closed
55
Calls
$886K
Puts
$841M
Net Calls
-$840M
Net Calls Change
-$843M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$875M +$293M +3,505,258 +50%
Ameriprise
2
Ameriprise
Minnesota
$588M +$53.6M +640,622 +10%
BlackRock
3
BlackRock
New York
$497M +$40.4M +483,228 +9%
Morgan Stanley
4
Morgan Stanley
New York
$303M -$18.4M -220,604 -6%
UBS Group
5
UBS Group
Switzerland
$231M -$27.5M -329,076 -11%
Members Trust
6
Members Trust
Florida
$226M +$4.36M +52,217 +2%
State Street
7
State Street
Massachusetts
$202M
Wells Fargo
8
Wells Fargo
California
$175M +$7.05M +84,416 +4%
RBA
9
Richard Bernstein Advisors
New York
$170M +$88.5M +1,056,906 +109%
LMGAM
10
Liberty Mutual Group Asset Management
Massachusetts
$137M +$856K +10,240 +0.6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$136M -$27.2M -326,070 -17%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$118M -$2.54M -30,428 -2%
MLM
13
Mount Lucas Management
Pennsylvania
$106M +$77.8M +930,620 +274%
PPA
14
Parametric Portfolio Associates
Washington
$106M +$175K +2,090 +0.2%
AA
15
Acorns Advisers
California
$102M +$102M +1,230,321 New
ECM
16
Evergreen Capital Management
Washington
$94.6M +$2.87M +34,323 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$83.8M -$9.04M -108,234 -10%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$78.6M -$8.5M -101,678 -10%
Stifel Financial
19
Stifel Financial
Missouri
$68.4M +$4.72M +56,095 +7%
DF
20
Donoghue Forlines
Massachusetts
$58.7M +$58.7M +702,487 New
LPL Financial
21
LPL Financial
California
$56.5M +$27.8M +332,197 +97%
PI
22
PineBridge Investments
New York
$51.8M +$4.93M +59,000 +11%
VA
23
Valmark Advisers
Ohio
$48.7M -$6.21M -74,270 -11%
AssetMark Inc
24
AssetMark Inc
California
$47M -$9.74M -116,541 -17%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$45M +$482K +5,766 +1%