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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
+$268M
2
Charles Schwab
Charles Schwab
California
+$86.7M
3
Barclays
Barclays
United Kingdom
+$81.8M
4
PWPCM
Perella Weinberg Partners Capital Management
New York
+$76.8M
5
Wells Fargo
Wells Fargo
California
+$76.1M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$317M
2
Osaic Holdings
Osaic Holdings
Arizona
-$170M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$151M
4
UCFA
United Capital Financial Advisors
Texas
-$131M
5
MLM
Mount Lucas Management
Pennsylvania
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
301
STALEY CAPITAL ADVISERS
Pennsylvania
$2.93M – – –
BC
302
Brio Consultants
California
$2.93M +$2.31M +26,701 +377%
HIA
303
Harbor Investment Advisory
Maryland
$2.91M +$21.5K +248 +0.7%
AIA
304
Arrow Investment Advisors
Maryland
$2.88M -$5.28M -61,014 -65%
IA
305
IFP Advisors
Florida
$2.82M +$351K +4,056 +14%
HA
306
Harborview Advisors
Maine
$2.8M +$2.8M +32,284 New
CA
307
Continuum Advisory
Idaho
$2.8M +$2.8M +32,302 New
BC
308
Burleson & Co
California
$2.78M -$556K -6,429 -17%
MCP
309
Martin Capital Partners
Oregon
$2.75M +$278K +3,209 +11%
Kovitz Investment Group Partners
310
Kovitz Investment Group Partners
Illinois
$2.74M +$2.74M +31,664 New
MCG
311
McCollum Christoferson Group
New York
$2.74M +$1.22M +14,135 +81%
WCM
312
Wealthcare Capital Management
Virginia
$2.73M +$84K +970 +3%
SFG
313
SevenBridge Financial Group
Pennsylvania
$2.63M -$2.51K -29 -0.1%
PA
314
Probity Advisors
Texas
$2.62M +$174K +2,010 +7%
PA
315
Pinnacle Associates
New York
$2.6M +$763K +8,811 +42%
SFSIG
316
San Francisco Sentry Investment Group
California
$2.59M – – –
SFP
317
Shepherd Financial Partners
Massachusetts
$2.58M +$744K +8,590 +41%
IFO
318
Independent Family Office
New York
$2.57M – – –
SP
319
Sarasin & Partners
United Kingdom
$2.52M – – –
SAM
320
Strategy Asset Managers
California
$2.52M +$1.31M +15,132 +109%
WDL
321
Well Done LLC
Michigan
$2.52M -$261K -3,017 -9%
CT
322
Clearstead Trust
Maine
$2.51M +$2.51M +29,022 New
PIMG
323
Patriot Investment Management Group
Tennessee
$2.51M +$31.4K +363 +1%
EWM
324
Empirical Wealth Management
Washington
$2.49M -$1.63M -18,856 -40%
BCA
325
Bay Colony Advisors
Massachusetts
$2.45M +$1.75M +20,160 +250%
11 12
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