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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

852 hedge funds and large institutions have $13.4B invested in iShares 1-3 Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 330 increasing their positions, 305 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+7
Holders Change %
+0.83%
% of All Funds
17.24%
Holding in Top 10
92
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-17.86%
% of All Funds
1.86%
New
87
Increased
330
Reduced
305
Closed
69
Calls
$146M
Puts
$191M
Net Calls
-$45.3M
Net Calls Change
+$157M

Top Buyers

1
FM
Forward Management
California
+$238M
2
AssetMark Inc
AssetMark Inc
California
+$157M
3
BlackRock
BlackRock
New York
+$65.9M
4
SI
Stephens Inc
Arkansas
+$49.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$37.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$375M
2
AA
Acorns Advisers
California
-$244M
3
Wells Fargo
Wells Fargo
California
-$162M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$87.4M
5
PWPCM
Perella Weinberg Partners Capital Management
New York
-$75.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
251
Barings
North Carolina
$4.03M -$11.9M -137,579 -75%
NAM
252
NorthCoast Asset Management
Connecticut
$4.03M +$596K +6,888 +17%
Wealth Enhancement Advisory Services
253
Wealth Enhancement Advisory Services
Minnesota
$3.94M +$411K +4,757 +12%
WIA
254
World Investment Advisors
California
$3.93M +$281K +3,252 +8%
RVPG
255
Relative Value Partners Group
$3.9M -$23.8M -275,023 -86%
WAM
256
Wealthspire Advisors (Maryland)
Maryland
$3.9M +$3.67M +42,428 +1,628%
WA
257
Winfield Associates
Ohio
$3.86M +$86.5K +1,000 +2%
CWM
258
Connecticut Wealth Management
Connecticut
$3.81M +$81.3K +940 +2%
SWM
259
SigFig Wealth Management
California
$3.79M +$93.6K +1,082 +3%
KWM
260
Kingsview Wealth Management
Oregon
$3.76M -$832K -9,621 -18%
NFG
261
Next Financial Group
Texas
$3.72M -$15.4M -178,329 -81%
BS
262
Banco Santander
Spain
$3.71M -$16.4K -190 -0.4%
PCM
263
Pointe Capital Management
Michigan
$3.7M -$72.4K -837 -2%
WANY
264
Wealthspire Advisors (New York)
New York
$3.68M +$495K +5,725 +16%
TLP
265
Trinity Legacy Partners
Texas
$3.68M -$119K -1,374 -3%
LOPW
266
Live Oak Private Wealth
North Carolina
$3.68M -$198K -2,289 -5%
Mercer Global Advisors
267
Mercer Global Advisors
Colorado
$3.68M +$47.2K +546 +1%
AGA
268
Arkos Global Advisors
Texas
$3.67M +$1.28M +14,743 +53%
WSTAM
269
Wilbanks Smith & Thomas Asset Management
Virginia
$3.63M +$1.82M +21,005 +100%
HIA
270
Harbor Investment Advisory
Maryland
$3.55M +$649K +7,497 +22%
SCM
271
Stordahl Capital Management
Colorado
$3.54M +$1.82M +21,059 +106%
SW
272
SVB Wealth
Massachusetts
$3.51M +$573K +6,621 +19%
FBC
273
Fairfield, Bush & Co
Connecticut
$3.48M +$173 +2 +0%
OCM
274
Orser Capital Management
Texas
$3.45M -$1.21M -14,030 -26%
GWM
275
Graybill Wealth Management
Illinois
$3.4M -$57.2K -661 -2%
9 10
11
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