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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 %
SPL
501
Smart Portfolios LLC
Washington
$724K – – –
JWCA
502
J.W. Coons Advisors
Ohio
$722K +$108K +1,241 +18%
RA
503
RFG Advisory
Alabama
$720K +$720K +8,319 New
SA
504
SL Advisors
New Jersey
$714K – – –
BPC
505
Banque Pictet & Cie
Switzerland
$712K -$496K -5,736 -41%
VWM
506
Vigilare Wealth Management
Arizona
$710K -$12K -139 -2%
SBSB
507
Sullivan, Bruyette, Speros & Blaney
Virginia
$707K -$3.29K -38 -0.5%
NWS
508
Newport Wealth Strategies
California
$707K +$25.9K +300 +4%
RCAG
509
Rehmann Capital Advisory Group
Michigan
$707K +$86.5K +1,000 +14%
HCM
510
Hudson Capital Management
New Jersey
$705K +$382K +4,411 +118%
AWA
511
Arkadios Wealth Advisors
Georgia
$704K +$27.8K +322 +4%
OPA
512
Old Port Advisors
Maine
$703K -$8.65K -100 -1%
FA
513
FDx Advisors
Illinois
$702K +$702K +8,113 New
KPWS
514
Kestra Private Wealth Services
Texas
$698K +$698K +8,070 New
ZB
515
Zions Bancorporation
Utah
$690K +$180K +2,080 +35%
PWM
516
Perigon Wealth Management
California
$688K +$263K +3,038 +62%
TFS
517
TrustCore Financial Services
Tennessee
$686K -$80.6K -932 -11%
CIP
518
Chartwell Investment Partners
Pennsylvania
$674K +$231K +2,665 +52%
PAS
519
Partnervest Advisory Services
California
$670K +$670K +7,746 New
RHBC
520
R.H. Bluestein & Co
Michigan
$667K -$9.08K -105 -1%
SB
521
Strategic Blueprint
Georgia
$650K +$230K +2,656 +55%
MBTD
522
Mechanics Bank - Trust Department
California
$648K -$69.2K -800 -10%
TJHA
523
Thomas J. Herzfeld Advisors
Florida
$647K – – –
LF
524
Lee Financial
Texas
$646K -$583K -6,737 -47%
GRP
525
Global Retirement Partners
California
$643K -$177K -2,051 -22%
19 20
21
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