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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 %
CCA
326
Checchi Capital Advisers
California
$2.36M +$78.5K +907 +3%
MAFM
327
Mid Atlantic Financial Management
Pennsylvania
$2.34M -$17.1M -197,834 -88%
ETS
328
ESL Trust Services
New York
$2.34M -$86.5K -1,000 -4%
MCM
329
Monument Capital Management
Virginia
$2.31M +$399K +4,610 +21%
CFA
330
Carroll Financial Associates
North Carolina
$2.3M +$401K +4,633 +21%
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$2.27M +$102K +1,178 +5%
TFF
332
The Family Firm
Maryland
$2.27M +$159K +1,835 +8%
CW
333
CreativeOne Wealth
Kansas
$2.26M -$1.96M -22,666 -46%
GLA
334
Good Life Advisors
Pennsylvania
$2.23M -$109K -1,259 -5%
SFP
335
Shepherd Financial Partners
Massachusetts
$2.23M -$350K -4,049 -14%
PIMG
336
Patriot Investment Management Group
Tennessee
$2.22M -$292K -3,377 -12%
BC
337
Burleson & Co
California
$2.21M -$565K -6,539 -20%
TI
338
Truepoint Inc
Ohio
$2.2M -$7.01K -81 -0.3%
ODIJL
339
One Day In July LLC
Vermont
$2.19M +$227K +2,624 +12%
FP
340
Fiduciary Planning
Florida
$2.18M +$1.98M +22,870 +974%
CWG
341
Cornerstone Wealth Group
North Carolina
$2.15M +$479K +5,539 +29%
AIS
342
American Investment Services
Massachusetts
$2.14M +$33.3K +385 +2%
ATFA
343
All Terrain Financial Advisors
Minnesota
$2.13M +$43.1K +498 +2%
RIM
344
Rampart Investment Management
Connecticut
$2.11M -$146K -1,692 -6%
DWM
345
Darwin Wealth Management
Florida
$2.09M -$1.12M -12,914 -35%
RJT
346
Raymond James Trust
Florida
$2.09M +$268K +3,093 +15%
UC
347
Unio Capital
New Jersey
$2.08M +$657K +7,604 +46%
MCM
348
Mattern Capital Management
Colorado
$2.07M +$2.07M +23,896 New
NFG
349
NewFocus Financial Group
Washington
$2.05M +$1.06M +12,288 +107%
EWM
350
Empirical Wealth Management
Washington
$2.03M -$454K -5,247 -18%
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