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iShares 1-3 Year Treasury Bond ETF

901 hedge funds and large institutions have $11.9B invested in iShares 1-3 Year Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 296 increasing their positions, 342 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+49
Holders Change %
+5.75%
% of All Funds
15.99%
Holding in Top 10
86
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.52%
% of All Funds
1.53%
New
142
Increased
296
Reduced
342
Closed
77
Calls
$31.8M
Puts
$170M
Net Calls
-$138M
Net Calls Change
-$93.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
251
Stordahl Capital Management
Colorado
$3.91M +$375K +4,340 +11%
BS
252
Boenning & Scattergood
Pennsylvania
$3.91M -$889K -10,290 -19%
ACI
253
Alpha Cubed Investments
California
$3.84M +$1.45M +16,808 +61%
CWM
254
Connecticut Wealth Management
Connecticut
$3.8M
TA
255
Tectonic Advisors
Texas
$3.76M +$3.76M +43,526 New
BS
256
Banco Santander
Spain
$3.73M +$27.5K +318 +0.7%
HIA
257
Harbor Investment Advisory
Maryland
$3.73M +$185K +2,147 +5%
CNB
258
Camden National Bank
Maine
$3.73M +$1.15M +13,289 +44%
PCM
259
Pointe Capital Management
Michigan
$3.73M +$35.1K +406 +1%
FAIM
260
Financial Advocates Investment Management
Washington
$3.72M +$73.3K +779 +2%
TLP
261
Trinity Legacy Partners
Texas
$3.66M -$26.4K -306 -0.7%
LOPW
262
Live Oak Private Wealth
North Carolina
$3.64M -$35.2K -408 -1%
BC
263
Brio Consultants
California
$3.58M +$849K +9,830 +31%
OSAM
264
O'Shaughnessy Asset Management
Connecticut
$3.56M +$249K +2,887 +8%
AWA
265
Arete Wealth Advisors
Illinois
$3.55M -$2.13M -24,672 -38%
SIA
266
Strategic Investment Advisors
Michigan
$3.54M +$3.54M +40,989 New
MWM
267
MinichMacGregor Wealth Management
New York
$3.51M -$1.57M -18,231 -31%
WFAG
268
Wescott Financial Advisory Group
Pennsylvania
$3.51M +$3.51M +40,678 New
UIA
269
UBP Investment Advisors
Switzerland
$3.48M +$176K +2,040 +5%
CA
270
Continuum Advisory
Idaho
$3.46M +$552K +6,388 +19%
WA
271
Winfield Associates
Ohio
$3.45M -$407K -4,715 -11%
KWM
272
Kingsview Wealth Management
Oregon
$3.45M -$307K -3,554 -8%
HWM
273
HighMark Wealth Management
Minnesota
$3.37M -$18.5K -214 -0.5%
GWM
274
Graybill Wealth Management
Illinois
$3.37M -$25.5K -295 -0.8%
AFG
275
Allegheny Financial Group
Pennsylvania
$3.35M +$3.35M +38,817 New