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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 %
SSWM
626
Smith Salley Wealth Management
North Carolina
$359K -$311K -3,601 -46%
KLI
627
Kelman-Lazarov Inc
Tennessee
$359K +$29.1K +337 +9%
TWP
628
Tempus Wealth Planning
California
$357K – – –
AP
629
Appleton Partners
Massachusetts
$356K -$170K -1,962 -32%
PGFC
630
Peapack-Gladstone Financial Corp
New Jersey
$355K +$85.7K +990 +32%
BFG
631
Barber Financial Group
Kansas
$352K -$28.6K -331 -8%
FWSM
632
First Wilshire Securities Management
California
$350K +$350K +4,046 New
PA
633
Planning Alternatives
Michigan
$349K – – –
IAS
634
IMA Advisory Services
Colorado
$346K – – –
WI
635
Wintrust Investments
Illinois
$342K -$186K -2,149 -35%
QFA
636
Quattro Financial Advisors
Texas
$340K +$340K +3,935 New
PWW
637
Pettyjohn Wood & White
Virginia
$339K +$259 +3 +0.1%
PAG
638
Pinnacle Advisory Group
Maryland
$334K -$123K -1,422 -27%
TFCP
639
Twin Focus Capital Partners
Massachusetts
$333K -$61.9K -715 -16%
CIC
640
Carnegie Investment Counsel
Ohio
$332K -$62.5K -723 -16%
DAS
641
Dynamic Advisor Solutions
Arizona
$328K +$328K +3,793 New
SGAM
642
Stephens Group Asset Management
Arkansas
$327K – – –
SWRP
643
Summit Wealth & Retirement Planning
California
$327K +$11.9K +137 +4%
EWM
644
Evercore Wealth Management
New York
$327K +$327K +3,775 New
CCP
645
Corient Capital Partners
California
$326K – – –
CWM
646
Calamos Wealth Management
Illinois
$318K +$6.76K +78 +2%
WWM
647
WT Wealth Management
Arizona
$318K +$318K +3,684 New
BB
648
Busey Bank
Illinois
$314K – – –
XSC
649
X-Square Capital
Puerto Rico
$313K +$313K +3,620 New
SFA
650
Sequoia Financial Advisors
Ohio
$312K +$312K +3,610 New
24 25
26
27 28