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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 %
JWCA
276
J.W. Cole Advisors
Florida
$3.43M +$3.43M +39,611 New
BRWM
277
B. Riley Wealth Management
Tennessee
$3.43M +$614K +7,094 +22%
CAGAS
278
Capital Advisory Group Advisory Services
Minnesota
$3.42M +$1.65M +19,050 +93%
IWS
279
Insight Wealth Strategies
California
$3.41M +$3.41M +39,414 New
CWA
280
Capital Wealth Alliance
Arizona
$3.4M +$3.4M +39,219 New
BFA
281
Beaumont Financial Advisors
Massachusetts
$3.39M -$36.2M -417,860 -91%
RFM
282
Royal Fund Management
Florida
$3.38M +$3.28M +37,892 +3,192%
AWM
283
Atticus Wealth Management
Florida
$3.38M +$3.38M +38,967 +84,711%
TP
284
Third Point
New York
$3.36M -$752K -8,680 -18%
UIA
285
UBP Investment Advisors
Switzerland
$3.34M +$71.2K +822 +2%
EGA
286
Eagle Global Advisors
Texas
$3.32M +$175K +2,015 +6%
ATPW
287
Ashton Thomas Private Wealth
Arizona
$3.3M +$2.99M +34,520 +979%
RFC
288
Regions Financial Corp
Alabama
$3.26M -$496K -5,731 -13%
KWMG
289
King Wealth Management Group
Florida
$3.23M +$33K +381 +1%
LFAS
290
Level Four Advisory Services
Texas
$3.23M -$280K -3,239 -8%
DWM
291
Darwin Wealth Management
Florida
$3.22M -$212K -2,447 -6%
ClearBridge Investments
292
ClearBridge Investments
New York
$3.21M +$3.14M +36,298 +4,690%
WANY
293
Wealthspire Advisors (New York)
New York
$3.19M -$286K -3,306 -8%
CIM
294
Corda Investment Management
Texas
$3.19M +$1.4M +16,160 +78%
PC
295
Permanens Capital
New York
$3.14M +$3.02M +34,835 +2,526%
ZF
296
Zhang Financial
Michigan
$3.06M +$87 +1 +0%
WPC
297
White Pine Capital
Minnesota
$3.06M -$103K -1,185 -3%
HI
298
Horizon Investments
North Carolina
$3.01M -$22.6M -260,914 -88%
SWM
299
Strategic Wealth Management
Washington
$2.95M +$2.95M +34,066 New
SW
300
SVB Wealth
Massachusetts
$2.95M -$242K -2,797 -8%
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