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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 %
RG
526
Retirement Group
California
$636K +$93.2K +1,078 +17%
TNB
527
TCF National Bank
South Dakota
$633K +$633K +7,321 New
KA
528
Kovack Advisors
Florida
$629K – – –
EB
529
Eastern Bank
Massachusetts
$617K -$353K -4,077 -36%
DWM
530
Dakota Wealth Management
Florida
$616K -$735K -8,496 -54%
BFEC
531
Benjamin F. Edwards & Company
Missouri
$614K +$613K +7,087 +118,117%
BCV
532
Banque Cantonale Vaudoise
Switzerland
$600K +$600K +6,932 New
AMG
533
Asset Management Group
Connecticut
$598K -$123K -1,424 -17%
SW
534
SkyOak Wealth
Michigan
$595K -$128K -1,480 -18%
AF
535
Advisornet Financial
Minnesota
$595K +$73.5K +849 +14%
TVWM
536
Tower View Wealth Management
Wisconsin
$594K +$594K +6,872 New
PPP
537
Private Portfolio Partners
New Jersey
$586K -$148K -1,712 -20%
PA
538
Parallel Advisors
California
$584K +$118K +1,370 +25%
APWM
539
Atlas Private Wealth Management
New York
$582K -$4.33K -50 -0.7%
DTIM
540
Danda Trouve Investment Management
Kansas
$582K +$582K +6,728 New
MIH
541
Meitav Investment House
Israel
$580K +$150K +1,734 +35%
APW
542
Aurora Private Wealth
New Jersey
$580K +$580K +6,701 New
KP
543
Keel Point
Alabama
$575K -$161K -1,865 -22%
NFG
544
Nations Financial Group
Iowa
$574K +$2.08K +24 +0.4%
NAM
545
North American Management
Massachusetts
$570K +$108K +1,245 +23%
AF
546
Apexium Financial
Texas
$569K +$15.7K +181 +3%
LFG
547
Larson Financial Group
Missouri
$559K -$4.42K -51 -0.8%
GHA
548
GW Henssler & Associates
Georgia
$556K -$110K -1,268 -16%
VAS
549
Vestmark Advisory Solutions
Massachusetts
$554K +$554K +6,401 New
UFF
550
USA Financial Formulas
Michigan
$553K -$1.4M -16,213 -72%
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