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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 %
AIM
426
Alhambra Investment Management
Florida
$1.16M -$2.63M -30,419 -69%
PAS
427
Park Avenue Securities
New York
$1.14M +$239K +2,765 +27%
FA
428
FCG Advisors
New Jersey
$1.13M -$56.7K -655 -5%
MFG
429
Magnus Financial Group
New York
$1.12M +$344K +3,970 +44%
CA
430
Clearstead Advisors
Ohio
$1.11M -$312K -3,600 -22%
SWP
431
Strategic Wealth Partners
Ohio
$1.11M -$8.75M -101,091 -89%
KC
432
Kingfisher Capital
North Carolina
$1.1M -$23K -266 -2%
PWMAG
433
Pinnacle Wealth Management Advisory Group
New Jersey
$1.1M -$362K -4,185 -25%
AA
434
Alesco Advisors
New York
$1.07M -$35.9K -415 -3%
VFA
435
Values First Advisors
Tennessee
$1.06M +$21K +243 +2%
ACM
436
Allred Capital Management
Texas
$1.06M +$951 +11 +0.1%
GPA
437
Garrison Point Advisors
California
$1.05M +$132K +1,520 +14%
Neuberger Berman Group
438
Neuberger Berman Group
New York
$1.05M +$513K +5,937 +96%
Cetera Investment Advisers
439
Cetera Investment Advisers
Illinois
$1.05M +$38.2K +441 +4%
1832 Asset Management
440
1832 Asset Management
Ontario, Canada
$1.04M +$429K +4,950 +70%
AC
441
Apella Capital
Connecticut
$1.04M +$50K +578 +5%
WCM
442
Washburn Capital Management
Florida
$1.02M +$45.1K +521 +5%
SAM
443
SignalPoint Asset Management
Missouri
$1.02M -$12.7K -147 -1%
IWM
444
IHT Wealth Management
Illinois
$1.02M +$301K +3,479 +42%
CAG
445
Crestwood Advisors Group
Massachusetts
$1.01M +$49K +566 +5%
CAS
446
Cascadia Advisory Services
Oregon
$1.01M -$787K -9,103 -44%
HB
447
Homrich & Berg
Georgia
$998K -$60.4K -698 -6%
DC
448
DeDora Capital
California
$997K +$30.2K +349 +3%
Bessemer Group
449
Bessemer Group
New Jersey
$994K – – –
CPW
450
Catalyst Private Wealth
California
$981K +$981K +11,336 New
16 17
18
19 20