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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 %
GM
701
GeoWealth Management
Illinois
$218K +$218K +2,514 New
BWA
702
BDO Wealth Advisors
Florida
$217K -$1.58M -18,257 -88%
CCM
703
Chilton Capital Management
Texas
$217K – – –
MA
704
MONECO Advisors
Connecticut
$215K +$215K +2,487 New
FIA
705
Foundations Investment Advisors
Arizona
$213K -$68.4M -790,206 -100%
ABC
706
Associated Banc-Corp
Wisconsin
$211K – – –
ICM
707
IMS Capital Management
Oregon
$211K – – –
NPP
708
New Potomac Partners
Maryland
$211K +$27.3K +315 +15%
SSWM
709
Sheets Smith Wealth Management
North Carolina
$210K +$606 +7 +0.3%
EWM
710
Endurance Wealth Management
Rhode Island
$209K -$8.67K -100 -4%
CAAS
711
Capital Asset Advisory Services
Michigan
$209K +$18.5K +214 +10%
BFO
712
Biltmore Family Office
North Carolina
$209K +$145K +1,680 +228%
WP
713
WealthPLAN Partners
Nebraska
$208K -$73.7K -852 -26%
BMCM
714
Bryn Mawr Capital Management
Pennsylvania
$207K – – –
FHA
715
Flagship Harbor Advisors
Massachusetts
$207K +$166K +1,918 +404%
MWM
716
Mattern Wealth Management
Kansas
$207K +$207K +2,395 New
DWM
717
Destination Wealth Management
California
$206K -$5.29K -61 -3%
AC
718
Abbrea Capital
California
$206K +$206K +2,375 New
CLOS
719
Compagnie Lombard Odier SCmA
Switzerland
$204K – – –
FP
720
Fiduciary Planning
Florida
$203K +$203K +2,347 New
BOS
721
Bingham Osborn & Scarborough
California
$202K -$57.6K -663 -22%
GSC
722
G&S Capital
Colorado
$200K +$200K +2,311 New
LFG
723
LifePlan Financial Group
Ohio
$196K -$3.46K -40 -2%
SMG
724
Spectrum Management Group
Indiana
$187K +$187K +2,160 New
EP
725
Eudaimonia Partners
Tennessee
$182K -$496K -5,742 -73%
27 28
29
30 31