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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 %
BIAS
476
Beacon Investment Advisory Services
New Jersey
$830K -$69.3K -800 -8%
MAM
477
Meeder Asset Management
Ohio
$823K -$929K -10,716 -53%
GRP
478
Global Retirement Partners
California
$821K -$45.9K -530 -5%
FHA
479
First Horizon Advisors
Tennessee
$814K +$767K +8,853 +1,616%
HAS
480
HBW Advisory Services
California
$810K +$266K +3,071 +49%
ANB
481
Amarillo National Bank
Texas
$805K – – –
TCBWMS
482
Texas Capital Bank Wealth Management Services
Texas
$804K -$16.6K -192 -2%
BS
483
Boenning & Scattergood
Pennsylvania
$783K -$14.5K -168 -2%
MCM
484
MV Capital Management
Maryland
$781K +$781K +9,012 New
WIC
485
Woodmont Investment Counsel
Tennessee
$776K -$10.4K -120 -1%
MFG
486
Magnus Financial Group
New York
$775K -$17.2K -199 -2%
JCM
487
Jacobi Capital Management
Pennsylvania
$769K -$5.63K -65 -0.7%
TFS
488
TrustCore Financial Services
Tennessee
$767K +$37.6K +434 +5%
DJSG
489
D.J. St. Germain
Massachusetts
$766K +$766K +8,845 New
MFGP
490
Marshall Financial Group (Pennsylvania)
Pennsylvania
$750K +$750K +8,656 New
EPA
491
Element Pointe Advisors
Florida
$744K – – –
OIA
492
OneDigital Investment Advisors
Kansas
$741K -$288K -3,321 -28%
DI
493
Disciplined Investments
Oklahoma
$741K +$1.56K +18 +0.2%
KP
494
Keel Point
Alabama
$738K -$7.4M -85,400 -91%
PPP
495
Private Portfolio Partners
New Jersey
$735K -$874K -10,082 -54%
SPL
496
Smart Portfolios LLC
Washington
$725K – – –
SW
497
SkyOak Wealth
Michigan
$724K -$287K -3,311 -28%
VWM
498
Vigilare Wealth Management
Arizona
$723K +$723K +8,344 New
AMG
499
Asset Management Group
Connecticut
$722K +$2.08K +24 +0.3%
TF
500
Tompkins Financial
New York
$718K -$1.56K -18 -0.2%
18 19
20
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