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iShares 1-3 Year Treasury Bond ETF

675 hedge funds and large institutions have $14.6B invested in iShares 1-3 Year Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 214 increasing their positions, 263 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+19
Holders Change %
+2.9%
% of All Funds
14.63%
Holding in Top 10
71
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.44%
% of All Funds
1.54%
New
97
Increased
214
Reduced
263
Closed
69
Calls
$33.9M
Puts
$7.66M
Net Calls
+$26.2M
Net Calls Change
+$219M
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.93B +$1.65B +19,561,293 +72%
Bank of America
2
Bank of America
North Carolina
$1.41B -$169M -2,011,882 -11%
BlackRock
3
BlackRock
New York
$641M +$49.4M +586,768 +8%
Ameriprise
4
Ameriprise
Minnesota
$599M -$248M -2,941,120 -29%
Morgan Stanley
5
Morgan Stanley
New York
$590M +$70.6M +839,436 +14%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$501M -$415M -4,931,137 -45%
RBA
7
Richard Bernstein Advisors
New York
$357M +$38.4M +456,863 +12%
VOYA Investment Management
8
VOYA Investment Management
Georgia
$353M +$225M +2,674,530 +175%
UBS Group
9
UBS Group
Switzerland
$325M -$1.76M -20,916 -0.5%
Wells Fargo
10
Wells Fargo
California
$290M -$14M -166,075 -5%
AssetMark Inc
11
AssetMark Inc
California
$281M +$996K +11,836 +0.4%
DF
12
Donoghue Forlines
Massachusetts
$224M -$123M -1,466,335 -36%
UCFA
13
United Capital Financial Advisors
Texas
$202M -$216M -2,565,980 -52%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$191M +$48.4M +575,586 +34%
AA
15
Acorns Advisers
California
$177M +$28.6M +340,208 +19%
State Street
16
State Street
Massachusetts
$166M
TAIM
17
TD Ameritrade Investment Management
Nebraska
$139M -$4.12M -48,990 -3%
VIM
18
VCU Investment Management
Virginia
$133M -$5.79M -68,862 -4%
EEP
19
Edgehill Endowment Partners
Connecticut
$123M +$450K +5,359 +0.4%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$116M +$109M +1,296,799 +1,584%
LPL Financial
21
LPL Financial
California
$114M +$13.2M +156,500 +13%
TPWA
22
TRUE Private Wealth Advisors
Oregon
$109M +$13.7M +162,658 +14%
PPA
23
Parametric Portfolio Associates
Washington
$109M +$651K +7,735 +0.6%
FEM
24
Fulcrum Equity Management
Texas
$101M +$8.02M +95,354 +9%
BCM
25
Brookstone Capital Management
Illinois
$98.1M -$46.7M -555,524 -32%