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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 %
RCAG
526
Rehmann Capital Advisory Group
Michigan
$621K -$928K -10,716 -60%
JWCA
527
J.W. Coons Advisors
Ohio
$615K -$17.7K -203 -3%
CBFP
528
Cedar Brook Financial Partners
Ohio
$615K +$387K +4,473 +170%
1832 Asset Management
529
1832 Asset Management
Ontario, Canada
$614K -$155K -1,790 -20%
EBT
530
Enterprise Bank & Trust
Massachusetts
$608K -$42.5K -491 -7%
CF
531
Centaurus Financial
California
$600K +$495K +5,721 +474%
APWM
532
Atlas Private Wealth Management
New York
$587K +$50.4K +582 +9%
BOTW
533
Bank of the West
California
$579K -$8.32K -96 -1%
NFG
534
Nations Financial Group
Iowa
$572K +$11.8K +136 +2%
RC
535
Rovin Capital
Arizona
$571K -$1.82M -21,027 -76%
AWA
536
ARS Wealth Advisors
Florida
$565K +$134K +1,546 +31%
LFG
537
Larson Financial Group
Missouri
$564K +$556K +6,415 +6,824%
HIM
538
Hanlon Investment Management
New Jersey
$554K -$220K -2,547 -28%
AF
539
Apexium Financial
Texas
$554K -$29.4K -339 -5%
WAP
540
Wealthcare Advisory Partners
Pennsylvania
$552K -$67.1K -774 -11%
WT
541
Whittier Trust
California
$545K +$32.4K +374 +6%
RG
542
Retirement Group
California
$544K +$544K +6,277 New
SP
543
Symmetry Partners
Connecticut
$541K +$1.9K +22 +0.4%
Carson Wealth (CWM LLC)
544
Carson Wealth (CWM LLC)
Nebraska
$540K – – –
Neuberger Berman Group
545
Neuberger Berman Group
New York
$533K -$39.7K -459 -7%
WI
546
Wintrust Investments
Illinois
$528K +$33.8K +390 +7%
PCIA
547
Prime Capital Investment Advisors
Kansas
$527K -$71K -820 -12%
CGA
548
Crescent Grove Advisors
Illinois
$527K +$17.7K +205 +3%
AP
549
Appleton Partners
Massachusetts
$527K +$138K +1,591 +35%
IC
550
InterOcean Capital
Illinois
$523K +$142K +1,640 +37%
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