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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 %
SCG
601
Sonata Capital Group
Washington
$398K – – –
PTC
602
Private Trust Company
Ohio
$395K +$20.3K +235 +5%
SAMC
603
Spectrum Asset Management (California)
California
$388K – – –
SWA
604
Stratos Wealth Advisors
Ohio
$386K – – –
CCM
605
Canal Capital Management
Virginia
$381K -$660K -7,630 -63%
KFGK
606
Keystone Financial Group (Kentucky)
Kentucky
$380K – – –
AWS
607
Arkfeld Wealth Strategies
Nebraska
$380K – – –
NWM
608
Northwest Wealth Management
Iowa
$380K +$26.6K +308 +8%
S
609
SimplyRich
California
$376K – – –
SIM
610
Sadoff Investment Management
Wisconsin
$376K – – –
W
611
WealthOne
New York
$376K +$25.2K +292 +7%
WAP
612
Wealthcare Advisory Partners
Pennsylvania
$375K -$177K -2,040 -32%
CL
613
CPWM LLC
Washington
$373K +$150K +1,739 +68%
NL
614
NVWM LLC
Pennsylvania
$373K +$248K +2,871 +200%
SI
615
Sprott Inc
Ontario, Canada
$372K -$14.1K -163 -4%
B
616
Bailard
California
$369K +$692 +8 +0.2%
WWM
617
Western Wealth Management
Colorado
$367K +$44.9K +519 +14%
EWA
618
EP Wealth Advisors
California
$366K +$366K +4,233 New
CPIG
619
Chicago Partners Investment Group
Illinois
$365K -$55.3K -640 -13%
PG
620
Patten Group
Tennessee
$365K +$25.1K +290 +7%
CMBA
621
C.M. Bidwell & Associates
Hawaii
$364K -$350K -4,045 -49%
BBNA
622
Bremer Bank National Association
Minnesota
$364K – – –
OWA
623
Outlook Wealth Advisors
Texas
$362K -$17.5K -202 -5%
ECM
624
Exchange Capital Management
Michigan
$360K -$19K -220 -5%
CI
625
Cordant Inc
Oregon
$360K +$3.81K +44 +1%
23 24
25
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