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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

901 hedge funds and large institutions have $11.9B invested in iShares 1-3 Year Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 296 increasing their positions, 342 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+49
Holders Change %
+5.75%
% of All Funds
15.99%
Holding in Top 10
86
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.52%
% of All Funds
1.53%
New
142
Increased
296
Reduced
342
Closed
77
Calls
$31.8M
Puts
$170M
Net Calls
-$138M
Net Calls Change
-$93.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$235M
2
PI
PineBridge Investments
New York
+$53M
3
Members Trust
Members Trust
Florida
+$50.5M
4
Ameriprise
Ameriprise
Minnesota
+$38.6M
5
Goldman Sachs
Goldman Sachs
New York
+$35.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$561M
2
RBA
Richard Bernstein Advisors
New York
-$266M
3
MLM
Mount Lucas Management
Pennsylvania
-$131M
4
FM
Forward Management
California
-$100M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$81.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWS
526
Newport Wealth Strategies
California
$707K – – –
OPA
527
Old Port Advisors
Maine
$702K – – –
BPC
528
Banque Pictet & Cie
Switzerland
$699K -$12.1K -140 -2%
KPWS
529
Kestra Private Wealth Services
Texas
$696K -$1.12K -13 -0.2%
AA
530
AlphaCentric Advisors
Puerto Rico
$695K -$3.98M -46,109 -85%
WCG
531
Weaver Consulting Group
California
$684K -$830K -9,612 -55%
PWM
532
Palumbo Wealth Management
New York
$683K +$683K +7,906 New
TFA
533
Teamwork Financial Advisors
Texas
$680K -$152K -1,755 -18%
CIP
534
Chartwell Investment Partners
Pennsylvania
$673K – – –
GRP
535
Global Retirement Partners
California
$667K +$25.3K +293 +4%
OIA
536
OneDigital Investment Advisors
Kansas
$657K +$170K +1,963 +35%
MBTD
537
Mechanics Bank - Trust Department
California
$647K – – –
TJHA
538
Thomas J. Herzfeld Advisors
Florida
$646K – – –
DWM
539
Dakota Wealth Management
Florida
$644K +$28.2K +326 +5%
FP
540
Fiduciary Planning
Florida
$640K -$1.54M -17,812 -71%
LF
541
Lee Financial
Texas
$637K -$7.86K -91 -1%
CAS
542
Coppell Advisory Solutions
Texas
$633K +$633K +7,328 New
DWP
543
Destiny Wealth Partners
Florida
$627K +$627K +7,255 New
OWP
544
Obermeyer Wealth Partners
Colorado
$626K +$199K +2,300 +47%
KP
545
Keel Point
Alabama
$619K +$44.1K +510 +8%
HWM
546
Hemington Wealth Management
Virginia
$613K +$613K +7,092 New
PGWM
547
Parisi Gray Wealth Management
New Jersey
$610K -$2.27M -26,298 -79%
RIA
548
Regal Investment Advisors
Michigan
$608K +$608K +7,042 New
AMG
549
Asset Management Group
Connecticut
$599K +$1.04K +12 +0.2%
PC
550
Permanens Capital
New York
$598K -$2.37M -27,502 -80%
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