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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 %
UR
676
USCA RIA
Texas
$247K -$14.4K -166 -5%
IF
677
Intrua Financial
Texas
$244K +$244K +2,819 New
PWS
678
Paragon Wealth Strategies
Florida
$243K -$11.6M -133,832 -98%
C
679
Certuity
Florida
$242K +$242K +2,796 New
CCM
680
Colorado Capital Management
Colorado
$241K – – –
SSW
681
Smith Shellnut Wilson
Mississippi
$240K +$16.5K +191 +7%
LFS
682
Lutz Financial Services
Nebraska
$239K -$32.8K -379 -12%
TSA
683
Tri-Star Advisors
Texas
$238K +$238K +2,753 New
GA
684
Gateway Advisory
New Jersey
$235K -$44.3K -511 -16%
CWA
685
Clarus Wealth Advisors
Arizona
$231K -$1.18M -13,667 -84%
CF
686
Corrigan Financial
Rhode Island
$231K -$19.5K -225 -8%
BFIM
687
Beese Fulmer Investment Management
Ohio
$229K – – –
WAM
688
Wealthspire Advisors (Maryland)
Maryland
$226K +$226K +2,606 New
FMP
689
Financial Management Professionals
Texas
$225K -$9.87K -114 -4%
CWM
690
Concentrum Wealth Management
California
$225K – – –
AFWM
691
AMJ Financial Wealth Management
Virginia
$225K +$225K +2,601 New
ACP
692
Aviance Capital Partners
Florida
$224K -$16.2K -187 -7%
BCA
693
Berman Capital Advisors
Georgia
$224K – – –
LWP
694
Legacy Wealth Planning
Nevada
$224K +$13.7K +158 +7%
CBB
695
Citizens Business Bank
California
$223K -$56.9K -656 -20%
CL
696
CPWM LLC
Washington
$223K +$223K +2,576 New
BFA
697
Bragg Financial Advisors
North Carolina
$222K -$90.9K -1,050 -29%
FAM
698
Formidable Asset Management
Ohio
$221K +$221K +2,557 New
WP
699
WMS Partners
Maryland
$220K +$220K +2,536 New
WA
700
Waverly Advisors
Alabama
$219K – – –
26 27
28
29 30