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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 %
SA
576
Strategic Advisors
New York
$478K +$478K +5,539 New
AIM
577
Acropolis Investment Management
Missouri
$475K -$151K -1,749 -24%
SFI
578
SPC Financial Inc
Maryland
$472K +$19.9K +230 +4%
EAM
579
Evanson Asset Management
California
$465K +$173 +2 +0%
CTA
580
Chesley Taft & Associates
Illinois
$463K – – –
SIM
581
SSI Investment Management
California
$456K – – –
PFBT
582
Parkside Financial Bank & Trust
Missouri
$455K -$1.23M -14,185 -73%
SBWM
583
Sunflower Bank Wealth Management
Arizona
$453K -$226K -2,620 -33%
SRSA
584
S.R. Schill & Associates
Washington
$452K -$17.3K -200 -4%
SFG
585
Sowa Financial Group
Rhode Island
$447K -$25.7K -297 -5%
SKK
586
Shepherd Kaplan Krochuk
Massachusetts
$445K +$58.7K +678 +15%
EWM
587
Endurance Wealth Management
Rhode Island
$437K +$228K +2,634 +109%
BWAM
588
Boyd Watterson Asset Management
Ohio
$433K – – –
SP
589
Successful Portfolios
Florida
$431K – – –
FIG
590
FundX Investment Group
California
$430K +$116K +1,340 +37%
UAS
591
United Asset Strategies
New York
$428K -$520K -6,000 -55%
OWP
592
Obermeyer Wealth Partners
Colorado
$428K +$37.5K +433 +10%
FT
593
Fiduciary Trust
Massachusetts
$423K +$71.5K +827 +20%
UR
594
USCA RIA
Texas
$418K +$171K +1,980 +69%
AIP
595
Ahrens Investment Partners
Louisiana
$418K +$418K +4,832 New
BWA
596
BDO Wealth Advisors
Florida
$411K +$195K +2,250 +90%
SI
597
Shaker Investments
Ohio
$407K -$245K -2,835 -38%
MM
598
Meridian Management
Arkansas
$404K – – –
MFIMFI
599
Mesirow Financial Investment Management - Fixed Income
Illinois
$404K +$404K +4,673 New
MWM
600
Mattern Wealth Management
Kansas
$400K +$193K +2,230 +93%
22 23
24
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