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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 %
MBTD
501
Mechanics Bank - Trust Department
California
$718K +$223K +2,575 +45%
CMBA
502
C.M. Bidwell & Associates
Hawaii
$715K -$26.4K -305 -4%
IWM
503
IHT Wealth Management
Illinois
$714K -$156K -1,808 -18%
SA
504
SL Advisors
New Jersey
$714K – – –
OPA
505
Old Port Advisors
Maine
$712K +$8.66K +100 +1%
SBSB
506
Sullivan, Bruyette, Speros & Blaney
Virginia
$711K – – –
PWM
507
PBMares Wealth Management
Virginia
$711K – – –
ISL
508
Ingalls & Snyder LLC
New York
$708K +$60.6K +700 +9%
MAA
509
Matrix Asset Advisors
New York
$684K +$60.5K +698 +10%
DIM
510
Delta Investment Management
California
$682K -$1.16M -13,434 -63%
NWS
511
Newport Wealth Strategies
California
$682K +$45K +519 +7%
SBWM
512
Sunflower Bank Wealth Management
Arizona
$681K -$153K -1,765 -18%
AWA
513
Arkadios Wealth Advisors
Georgia
$677K +$504K +5,824 +291%
RHBC
514
R.H. Bluestein & Co
Michigan
$677K – – –
SSWM
515
Smith Salley Wealth Management
North Carolina
$671K +$103K +1,185 +18%
GHA
516
GW Henssler & Associates
Georgia
$666K +$90.9K +1,050 +16%
SAM
517
Secure Asset Management
Michigan
$660K -$50.6K -584 -7%
PA
518
Paracle Advisors
Washington
$659K +$659K +7,610 New
SI
519
Shaker Investments
Ohio
$653K – – –
RT
520
Rockland Trust
Massachusetts
$649K -$5.2K -60 -0.8%
TGAM
521
TBH Global Asset Management
Tennessee
$649K +$24.9K +287 +4%
TJHA
522
Thomas J. Herzfeld Advisors
Florida
$648K – – –
PPW
523
Parcion Private Wealth
Washington
$643K -$41.4K -478 -6%
KA
524
Kovack Advisors
Florida
$630K – – –
AIM
525
Acropolis Investment Management
Missouri
$627K +$779 +9 +0.1%
19 20
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