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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 %
HWM
276
HighMark Wealth Management
Minnesota
$3.4M -$191K -2,202 -5%
BAM
277
Barrett Asset Management
New York
$3.38M +$1.22M +14,141 +57%
EGA
278
Eagle Global Advisors
Texas
$3.36M +$40.5K +468 +1%
FAIM
279
Financial Advocates Investment Management
Washington
$3.35M -$486K -5,614 -13%
WA
280
Wealth Alliance
New York
$3.32M -$2.06M -23,765 -38%
OSAM
281
O'Shaughnessy Asset Management
Connecticut
$3.31M +$1.16M +13,457 +54%
UIA
282
UBP Investment Advisors
Switzerland
$3.3M -$36.7K -424 -1%
CAGAS
283
Capital Advisory Group Advisory Services
Minnesota
$3.29M -$129K -1,488 -4%
MCG
284
McCollum Christoferson Group
New York
$3.24M +$505K +5,840 +18%
KWMG
285
King Wealth Management Group
Florida
$3.23M +$2.08K +24 +0.1%
RFC
286
Regions Financial Corp
Alabama
$3.22M -$30.5K -352 -0.9%
CAN
287
Cetera Advisor Networks
California
$3.17M -$19.6M -226,309 -86%
LPT
288
Legacy Private Trust
Wisconsin
$3.09M -$867K -10,025 -22%
WPC
289
White Pine Capital
Minnesota
$3.05M – – –
ZF
290
Zhang Financial
Michigan
$3.03M -$33.1K -383 -1%
PC
291
Permanens Capital
New York
$2.98M -$154K -1,785 -5%
IFO
292
Independent Family Office
New York
$2.97M +$411K +4,750 +16%
FFS
293
Founders Financial Securities
Maryland
$2.97M +$595K +6,876 +25%
ClearBridge Investments
294
ClearBridge Investments
New York
$2.95M -$260K -3,000 -8%
CA
295
Continuum Advisory
Idaho
$2.91M +$117K +1,359 +4%
EC
296
Estate Counselors
Wisconsin
$2.89M -$11.7M -135,540 -80%
CIA
297
Capital Investment Advisors
Georgia
$2.89M +$570K +6,586 +25%
PGWM
298
Parisi Gray Wealth Management
New Jersey
$2.89M +$2.89M +33,356 New
MA
299
Mutual Advisors
Nebraska
$2.85M -$1.3M -15,004 -31%
WCM
300
Wealthcare Capital Management
Virginia
$2.8M +$76.3K +882 +3%
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