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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 %
FWSM
651
First Wilshire Securities Management
California
$349K – – –
CPWM
652
Cardinal Point Wealth Management
California
$349K +$349K +4,035 New
PA
653
Planning Alternatives
Michigan
$348K – – –
W
654
WealthOne
New York
$346K -$29.7K -344 -8%
RBA
655
Richard Bernstein Advisors
New York
$345K -$266M -3,078,703 -100%
Fidelity Investments
656
Fidelity Investments
Massachusetts
$342K -$33.5M -387,719 -99%
SWRP
657
Summit Wealth & Retirement Planning
California
$342K +$16K +185 +5%
BFG
658
Barber Financial Group
Kansas
$340K -$12.1K -140 -3%
TNB
659
TCF National Bank
South Dakota
$339K -$294K -3,400 -46%
PWW
660
Pettyjohn Wood & White
Virginia
$339K +$173 +2 +0.1%
PG
661
Patten Group
Tennessee
$338K -$26.2K -304 -7%
SIM
662
Sadoff Investment Management
Wisconsin
$332K -$43.1K -500 -11%
CCP
663
Corient Capital Partners
California
$326K – – –
KA
664
Kovack Advisors
Florida
$325K -$302K -3,503 -48%
SSC
665
Syverson Strege & Co
Iowa
$323K +$323K +3,744 New
MAM
666
Madison Asset Management
Wisconsin
$321K +$321K +3,715 New
ICG
667
InterOcean Capital Group
Tennessee
$318K +$318K +3,681 New
CWM
668
Calamos Wealth Management
Illinois
$317K – – –
CC
669
Cadinha & Co
Hawaii
$316K +$6.49K +75 +2%
XSC
670
X-Square Capital
Puerto Rico
$313K – – –
BB
671
Busey Bank
Illinois
$313K – – –
BSB
672
Bangor Savings Bank
Maine
$313K +$47.6K +550 +18%
MFG
673
Merit Financial Group
Georgia
$313K +$313K +3,621 New
SFA
674
Sequoia Financial Advisors
Ohio
$312K – – –
DTC
675
Davidson Trust Company
Washington
$310K – – –
25 26
27
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