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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

845 hedge funds and large institutions have $14.2B invested in iShares 1-3 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 324 increasing their positions, 292 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
845
Holders Change
+42
Holders Change %
+5.23%
% of All Funds
17.37%
Holding in Top 10
112
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-10.4%
% of All Funds
2.3%
New
120
Increased
324
Reduced
292
Closed
72
Calls
$21.1M
Puts
$224M
Net Calls
-$202M
Net Calls Change
-$74.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$268M
2
Charles Schwab
Charles Schwab
California
+$86.7M
3
Barclays
Barclays
United Kingdom
+$81.8M
4
PWPCM
Perella Weinberg Partners Capital Management
New York
+$76.8M
5
Wells Fargo
Wells Fargo
California
+$76.1M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$317M
2
Osaic Holdings
Osaic Holdings
Arizona
-$170M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$151M
4
UCFA
United Capital Financial Advisors
Texas
-$131M
5
MLM
Mount Lucas Management
Pennsylvania
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
626
Patten Group
Tennessee
$340K +$120K +1,385 +54%
SWPG
627
Strategic Wealth Partners Group
Illinois
$340K +$340K +3,927 New
PWW
628
Pettyjohn Wood & White
Virginia
$339K +$21.4K +247 +7%
RIA
629
Regal Investment Advisors
Michigan
$335K +$335K +3,868 New
HIC
630
Holderness Investments Company
North Carolina
$333K -$86.5K -1,000 -21%
KLI
631
Kelman-Lazarov Inc
Tennessee
$331K +$105K +1,207 +46%
LWM
632
Lenox Wealth Management
Ohio
$327K -$3.72M -43,058 -92%
SGAM
633
Stephens Group Asset Management
Arkansas
$327K -$262K -3,024 -44%
CCP
634
Corient Capital Partners
California
$327K +$327K +3,770 New
OLA
635
Oliver Luxxe Assets
New Jersey
$326K -$757K -8,739 -70%
HCM
636
Hudson Capital Management
New Jersey
$324K +$40K +461 +14%
WWM
637
Western Wealth Management
Colorado
$322K -$2.85K -33 -0.9%
WP
638
WealthShield Partners
North Carolina
$318K +$151K +1,737 +90%
FIG
639
FundX Investment Group
California
$315K -$34.6M -399,468 -99%
SWRP
640
Summit Wealth & Retirement Planning
California
$315K -$73.2K -846 -19%
BB
641
Busey Bank
Illinois
$314K – – –
SEIA
642
Signature Estate & Investment Advisors
California
$313K +$313K +3,616 New
CWM
643
Calamos Wealth Management
Illinois
$311K +$311K +3,594 New
DTC
644
Davidson Trust Company
Washington
$311K +$311K +3,598 New
HR
645
Howe & Rusling
New York
$309K – – –
FAAM
646
First Ascent Asset Management
Colorado
$307K -$431K -4,970 -58%
BSB
647
Bangor Savings Bank
Maine
$306K -$16.6K -191 -5%
CG
648
Caprock Group
Idaho
$305K -$13.5K -156 -4%
WAM
649
Weatherly Asset Management
California
$304K – – –
DC
650
Derby & Company
Massachusetts
$301K -$488K -5,637 -62%
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