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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

803 hedge funds and large institutions have $15.1B invested in iShares 1-3 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 325 increasing their positions, 254 reducing their positions, and 82 closing their positions.

Holders
803
Holders Change
+40
Holders Change %
+5.24%
% of All Funds
17.74%
Holding in Top 10
125
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+58.23%
% of All Funds
2.76%
New
135
Increased
325
Reduced
254
Closed
82
Calls
$36M
Puts
$164M
Net Calls
-$128M
Net Calls Change
+$382M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$460M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.08B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$703M
4
MLM
4
Mount Lucas Management
Pennsylvania
$305M
5
UCFA
5
United Capital Financial Advisors
Texas
$203M

Top Sellers

1
BlackRock
1
BlackRock
New York
$487M
2
RBA
2
Richard Bernstein Advisors
New York
$292M
3
LPL Financial
3
LPL Financial
California
$194M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$58.9M
5
TPWA
5
TRUE Private Wealth Advisors
Oregon
$45.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.86B 21,482,271 +936,939 +5%
Morgan Stanley
2
Morgan Stanley
New York
$1.08B 12,414,179 +4,874,386 +65%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$703M 8,115,990 +4,420,600 +120%
UBS Group
4
UBS Group
Switzerland
$590M 6,803,889 +1,950,079 +40%
Ameriprise
5
Ameriprise
Minnesota
$513M 5,941,280 +1,032,092 +21%
BlackRock
6
BlackRock
New York
$487M 5,621,508 -1,600,214 -22%
Wells Fargo
7
Wells Fargo
California
$477M 5,499,132 +1,366,806 +33%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$460M 5,302,435 +5,298,747 +143,675%
AssetMark Inc
9
AssetMark Inc
California
$402M 4,640,384 +1,585,661 +52%
MLM
10
Mount Lucas Management
Pennsylvania
$305M 3,516,284 +3,268,201 +1,317%
RBA
11
Richard Bernstein Advisors
New York
$292M 3,373,501 -1,475,819 -30%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$231M 2,661,325 -63,554 -2%
AA
13
Acorns Advisers
California
$219M 2,522,970 -111,064 -4%
UCFA
14
United Capital Financial Advisors
Texas
$203M 2,345,505 +2,042,975 +675%
LPL Financial
15
LPL Financial
California
$194M 2,240,829 -693,535 -24%
State Street
16
State Street
Massachusetts
$171M 1,968,450 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$155M 1,791,343 +162,861 +10%
Osaic Holdings
18
Osaic Holdings
Arizona
$149M 3,093,044 +3,093,044 New
TAIM
19
TD Ameritrade Investment Management
Nebraska
$127M 1,467,103 -214,257 -13%
Stifel Financial
20
Stifel Financial
Missouri
$119M 1,378,209 -195,824 -12%
FEM
21
Fulcrum Equity Management
Texas
$118M 1,360,989 +1,133,255 +498%
VIM
22
VCU Investment Management
Virginia
$115M 1,331,214 +5,486 +0.4%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$113M 1,300,328 +867,994 +201%
EEP
24
Edgehill Endowment Partners
Connecticut
$108M 1,241,864 +4,246 +0.3%
TPCW
25
TD Private Client Wealth
New York
$107M 1,229,611 +643,263 +110%
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