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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 %
TPWA
351
TRUE Private Wealth Advisors
Oregon
$2M -$42.1M -486,392 -95%
ANTB
352
AMG National Trust Bank
Colorado
$1.99M +$254K +2,935 +15%
RC
353
Rovin Capital
Arizona
$1.98M +$1.41M +16,266 +247%
SFG
354
SevenBridge Financial Group
Pennsylvania
$1.97M -$652K -7,539 -25%
PFA
355
Plotkin Financial Advisors
Maryland
$1.94M +$1.94M +22,461 New
HFS
356
Howard Financial Services
Texas
$1.89M -$380K -4,387 -17%
SJIC
357
St. James Investment Company
Texas
$1.88M +$238K +2,755 +15%
ATPW
358
Ashton Thomas Private Wealth
Arizona
$1.88M -$1.42M -16,371 -43%
TCM
359
Towercrest Capital Management
Pennsylvania
$1.87M +$139K +1,601 +8%
SS
360
Sunbelt Securities
Texas
$1.86M +$230K +2,662 +14%
BFO
361
Biltmore Family Office
North Carolina
$1.86M +$1.65M +19,037 +788%
BFM
362
Boston Financial Management
Massachusetts
$1.85M -$3.89K -45 -0.2%
SCM
363
Spreng Capital Management
Ohio
$1.84M – – –
GCA
364
Guardian Capital Advisors
Ontario, Canada
$1.83M +$625K +7,225 +52%
WDL
365
Well Done LLC
Michigan
$1.81M -$707K -8,179 -28%
KCM
366
Karp Capital Management
California
$1.79M +$1.4M +16,157 +361%
BA
367
Ballew Advisors
Mississippi
$1.78M +$1.78M +20,645 New
SYBT
368
Stock Yards Bank & Trust
Kentucky
$1.77M +$212K +2,452 +14%
GEA
369
Glen Eagle Advisors
New Jersey
$1.73M +$123K +1,425 +8%
PFG
370
Pacific Financial Group
Washington
$1.72M -$4.11M -47,444 -71%
BWM
371
BerganKDV Wealth Management
Minnesota
$1.7M +$52.3K +605 +3%
FI
372
FormulaFolio Investments
Michigan
$1.7M +$518K +5,986 +44%
HIM
373
Hanlon Investment Management
New Jersey
$1.69M +$1.13M +13,101 +205%
FMW
374
Farr Miller & Washington
District of Columbia
$1.68M -$203K -2,344 -11%
SPIA
375
Steward Partners Investment Advisory
New York
$1.67M -$70.3K -812 -4%
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