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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 %
CIA
676
Choate Investment Advisors
Massachusetts
$268K +$268K +3,102 New
SLG
677
Stanley-Laman Group
Pennsylvania
$266K -$704K -8,126 -73%
BSB
678
Bangor Savings Bank
Maine
$265K -$39.8K -461 -13%
FPCP
679
Fort Point Capital Partners
California
$265K +$265K +3,066 New
RCA
680
Rowland Carmichael Advisors
Arizona
$264K +$6.07K +70 +2%
HS
681
Horan Securities
United States
$261K +$7.09K +82 +3%
AC
682
Avestar Capital
New York
$259K +$259K +3,000 New
ATWA
683
Arbor Trust Wealth Advisors
Michigan
$257K – – –
AFG
684
Arkansas Financial Group
Arkansas
$252K – – –
WIA
685
Wealthstreet Investment Advisors
Texas
$244K +$244K +2,823 New
SWPG
686
Strategic Wealth Partners Group
Illinois
$243K -$97.3K -1,123 -29%
CWP
687
Capital Wealth Planning
Florida
$243K -$33.4K -386 -12%
C
688
Certuity
Florida
$242K +$518 +6 +0.2%
CCM
689
Colorado Capital Management
Colorado
$241K – – –
CGA
690
Crescent Grove Advisors
Illinois
$237K -$291K -3,353 -55%
BFA
691
Bragg Financial Advisors
North Carolina
$237K +$15.1K +175 +7%
ADL
692
Asset Dedication LLC
California
$237K +$58.3K +675 +33%
FCBT
693
First Citizens Bank & Trust
North Carolina
$237K +$237K +2,744 New
GA
694
Gateway Advisory
New Jersey
$235K – – –
FANJ
695
Financial Architects (New Jersey)
New Jersey
$233K -$146K -1,690 -39%
LFS
696
Lutz Financial Services
Nebraska
$231K -$7.61K -88 -3%
AMIM
697
Aull & Monroe Investment Management
Alabama
$231K +$231K +2,670 New
TGAM
698
TBH Global Asset Management
Tennessee
$230K -$419K -4,836 -65%
ACM
699
AlphaStar Capital Management
North Carolina
$229K -$269K -3,121 -54%
BFIM
700
Beese Fulmer Investment Management
Ohio
$229K – – –
26 27
28
29 30