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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 %
ATFA
351
All Terrain Financial Advisors
Minnesota
$2.09M +$34.6K +400 +2%
BA
352
Ballast Advisors
Minnesota
$2.03M +$1.81M +20,904 +837%
TFA
353
Teamwork Financial Advisors
Texas
$1.97M +$96.1K +1,110 +5%
ODIJL
354
One Day In July LLC
Vermont
$1.96M -$120K -1,386 -6%
UFF
355
USA Financial Formulas
Michigan
$1.96M -$116K -1,338 -6%
CCFM
356
Clear Creek Financial Management
Washington
$1.94M +$167K +1,930 +9%
PCIG
357
Partners Capital Investment Group
Massachusetts
$1.92M +$713K +8,234 +59%
MCM
358
Monument Capital Management
Virginia
$1.91M +$263K +3,035 +16%
CFA
359
Carroll Financial Associates
North Carolina
$1.9M +$131K +1,518 +7%
FMW
360
Farr Miller & Washington
District of Columbia
$1.88M +$174K +2,008 +10%
BFM
361
Boston Financial Management
Massachusetts
$1.86M – – –
SCM
362
Spreng Capital Management
Ohio
$1.85M – – –
PP
363
Prudential plc
United Kingdom
$1.83M -$8.48M -97,850 -82%
RJT
364
Raymond James Trust
Florida
$1.82M +$55.2K +637 +3%
WSTAM
365
Wilbanks Smith & Thomas Asset Management
Virginia
$1.81M +$222K +2,566 +14%
MC
366
Moors & Cabot
Massachusetts
$1.81M +$1.56M +17,936 +613%
CNB
367
Camden National Bank
Maine
$1.8M +$745K +8,605 +70%
CAS
368
Cascadia Advisory Services
Oregon
$1.8M +$1.8M +20,760 New
LNC
369
Lincoln National Corp
Pennsylvania
$1.78M +$1.5M +17,331 +541%
SPIA
370
Steward Partners Investment Advisory
New York
$1.74M – – –
ANTB
371
AMG National Trust Bank
Colorado
$1.74M +$1.74M +20,052 New
TCM
372
Towercrest Capital Management
Pennsylvania
$1.74M +$1.04M +12,047 +151%
WP
373
WealthSource Partners
California
$1.72M +$1.25M +14,472 +267%
SCM
374
Stordahl Capital Management
Colorado
$1.72M -$1.89M -21,864 -52%
CFG
375
Citizens Financial Group
Rhode Island
$1.71M -$40.4K -467 -2%
13 14
15
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