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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 %
NCM
451
Niemann Capital Management
Nevada
$979K -$11.2M -129,736 -92%
Invesco
452
Invesco
Georgia
$973K -$14.5K -167 -1%
AAS
453
Annex Advisory Services
Wisconsin
$966K +$966K +11,163 New
GG
454
Gofen & Glossberg
Illinois
$964K +$17K +196 +2%
BAM
455
Bruderman Asset Management
New York
$961K +$31.8K +367 +3%
IWS
456
Insight Wealth Strategies
California
$954K -$2.45M -28,384 -72%
SIC
457
Samalin Investment Counsel
New York
$954K -$55.2K -638 -5%
GIM
458
Goelzer Investment Management
Indiana
$943K -$102K -1,183 -10%
DPI
459
Diversified Portfolios Inc
Michigan
$937K -$4.93K -57 -0.5%
PBT
460
Pictet Bank & Trust
Bahamas
$934K -$43.2K -500 -4%
SCM
461
Symons Capital Management
Pennsylvania
$927K +$927K +10,718 New
UB
462
UMB Bank
Missouri
$922K – – –
CBFP
463
Cedar Brook Financial Partners
Ohio
$921K +$306K +3,540 +50%
PCIG
464
Partners Capital Investment Group
Massachusetts
$910K -$1.01M -11,641 -53%
AIP
465
Ameritas Investment Partners
Nebraska
$900K – – –
MAA
466
Matrix Asset Advisors
New York
$897K +$214K +2,475 +31%
SBL
467
Sargent Bickham Lagudis
Colorado
$891K -$16.1M -186,716 -95%
MAM
468
Meeder Asset Management
Ohio
$889K +$67.2K +776 +8%
Citadel Advisors
469
Citadel Advisors
Florida
$884K -$2.9M -33,478 -77%
ANB
470
Amarillo National Bank
Texas
$883K +$78.8K +911 +10%
HAS
471
HBW Advisory Services
California
$882K +$73.9K +855 +9%
BPA
472
Beacon Pointe Advisors
California
$879K -$705K -8,144 -44%
DCM
473
Donaldson Capital Management
Indiana
$879K -$50.9K -588 -5%
PA
474
Procyon Advisors
Connecticut
$870K +$870K +10,061 New
NSCM
475
New South Capital Management
Tennessee
$859K -$8.65K -100 -1%
17 18
19
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