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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

845 hedge funds and large institutions have $14.2B invested in iShares 1-3 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 324 increasing their positions, 292 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
845
Holders Change
+42
Holders Change %
+5.23%
% of All Funds
17.37%
Holding in Top 10
112
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-10.4%
% of All Funds
2.3%
New
120
Increased
324
Reduced
292
Closed
72
Calls
$21.1M
Puts
$224M
Net Calls
-$202M
Net Calls Change
-$74.2M

Top Buyers

1
BlackRock
BlackRock
New York
$755M
2
Charles Schwab
Charles Schwab
California
$86.7M
3
Barclays
Barclays
United Kingdom
$180M
4
PWPCM
Perella Weinberg Partners Capital Management
New York
$76.8M
5
Wells Fargo
Wells Fargo
California
$552M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$84M
2
Osaic Holdings
Osaic Holdings
Arizona
$98M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$552M
4
UCFA
United Capital Financial Advisors
Texas
$72.3M
5
MLM
Mount Lucas Management
Pennsylvania
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
226
Glenview Trust
Kentucky
$4.62M +$3.49M +40,260 +308%
KWM
227
Kingsview Wealth Management
Oregon
$4.6M +$911K +10,524 +25%
FPS
228
Fieldpoint Private Securities
Connecticut
$4.59M -$31.9K -368 -0.7%
M&T Bank
229
M&T Bank
New York
$4.57M +$1.06M +12,281 +30%
MPW
230
MA Private Wealth
California
$4.56M -$54.7K -632 -1%
NSIM
231
North Star Investment Management
Illinois
$4.48M +$32.7K +377 +0.7%
PCS
232
Personal CFO Solutions
New Jersey
$4.42M -$1.92M -22,148 -30%
DBT
233
Dubuque Bank & Trust
Iowa
$4.39M +$1.51M +17,459 +53%
NCM
234
Nelson Capital Management
California
$4.37M -$12.9K -149 -0.3%
TNBTD
235
Trustmark National Bank Trust Department
Mississippi
$4.36M +$1.24M +14,291 +40%
TW
236
TrinityPoint Wealth
Connecticut
$4.27M +$2.65M +30,558 +163%
Bank Julius Baer & Co
237
Bank Julius Baer & Co
Switzerland
$4.24M +$4.12M +47,549 +3,458%
CW
238
CreativeOne Wealth
Kansas
$4.23M -$9.24M -106,669 -69%
MA
239
Mutual Advisors
Nebraska
$4.15M +$959K +11,078 +30%
PBO
240
Peoples Bank (Ohio)
Ohio
$4.14M +$218K +2,515 +6%
VC
241
Veracity Capital
Georgia
$4.14M -$9.19M -108,980 -69%
SIA
242
SeaBridge Investment Advisors
New Jersey
$4.13M -$75.4K -870 -2%
DCM
243
Dimension Capital Management
Florida
$4.07M +$96.8K +1,118 +2%
CAN
244
Claraphi Advisory Network
United States
$3.99M -$6.45M -74,518 -62%
LPT
245
Legacy Private Trust
Wisconsin
$3.97M +$1.56M +17,957 +65%
UWM
246
USAdvisors Wealth Management
Minnesota
$3.96M +$3.96M +45,677 New
MFS
247
Madrona Financial Services
Washington
$3.95M +$3.95M +45,656 New
JWM
248
Jupiter Wealth Management
Colorado
$3.95M – – –
AFP
249
Ausdal Financial Partners
Iowa
$3.93M -$477K -5,512 -11%
PFA
250
Pure Financial Advisors
California
$3.93M +$1.63M +18,812 +71%
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