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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 %
OLA
551
Oliver Luxxe Assets
New Jersey
$595K +$78.9K +913 +15%
PP
552
Patron Partners
Texas
$594K +$594K +6,877 New
HAS
553
HBW Advisory Services
California
$590K -$293K -3,382 -33%
BFA
554
Bragg Financial Advisors
North Carolina
$589K +$352K +4,080 +149%
NFG
555
Nations Financial Group
Iowa
$584K +$11.4K +132 +2%
NAM
556
North American Management
Massachusetts
$583K +$14.3K +165 +3%
AWA
557
ARS Wealth Advisors
Florida
$582K -$153K -1,770 -21%
SW
558
SkyOak Wealth
Michigan
$576K -$17.5K -203 -3%
KF
559
Krilogy Financial
Missouri
$573K +$27.5K +319 +5%
TVWM
560
Tower View Wealth Management
Wisconsin
$571K -$22.4K -259 -4%
CAG
561
Csenge Advisory Group
Florida
$570K -$962K -11,139 -63%
APWM
562
Atlas Private Wealth Management
New York
$568K -$12.6K -146 -2%
RHBC
563
R.H. Bluestein & Co
Michigan
$564K -$102K -1,179 -15%
AF
564
Apexium Financial
Texas
$563K -$5.1K -59 -0.9%
TFS
565
TrustCore Financial Services
Tennessee
$558K -$127K -1,471 -19%
FA
566
FDx Advisors
Illinois
$556K -$145K -1,674 -21%
CP
567
Coho Partners
Pennsylvania
$551K +$551K +6,383 New
9WM
568
9258 Wealth Management
Ohio
$547K – – –
SA
569
Strategic Advisors
New York
$545K +$66.7K +772 +14%
TA
570
TrueWealth Advisors
Alabama
$544K +$544K +6,300 New
BOTW
571
Bank of the West
California
$542K -$242K -2,806 -31%
SKK
572
Shepherd Kaplan Krochuk
Massachusetts
$542K +$98.4K +1,140 +22%
Carson Wealth (CWM LLC)
573
Carson Wealth (CWM LLC)
Nebraska
$540K – – –
SBL
574
Sargent Bickham Lagudis
Colorado
$539K -$351K -4,065 -39%
RCAG
575
Rehmann Capital Advisory Group
Michigan
$531K -$175K -2,020 -25%
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