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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 %
HPC
701
Hobart Private Capital
North Carolina
$228K +$228K +2,638 New
FMP
702
Financial Management Professionals
Texas
$225K – – –
PGA
703
Portland Global Advisors
Maine
$225K +$225K +2,604 New
CWM
704
Concentrum Wealth Management
California
$224K – – –
CBB
705
Citizens Business Bank
California
$223K – – –
BCA
706
Berman Capital Advisors
Georgia
$223K – – –
LWAC
707
Laurel Wealth Advisors (California)
California
$221K +$221K +2,555 New
WP
708
WMS Partners
Maryland
$219K – – –
WA
709
Waverly Advisors
Alabama
$219K +$87 +1 +0%
AFWM
710
AMJ Financial Wealth Management
Virginia
$216K -$9K -104 -4%
CCM
711
Chilton Capital Management
Texas
$216K – – –
MA
712
MONECO Advisors
Connecticut
$212K -$2.94K -34 -1%
ICM
713
IMS Capital Management
Oregon
$211K – – –
CAAS
714
Capital Asset Advisory Services
Michigan
$211K +$2.08K +24 +1%
ABC
715
Associated Banc-Corp
Wisconsin
$210K – – –
SSWM
716
Sheets Smith Wealth Management
North Carolina
$210K +$346 +4 +0.2%
GM
717
GeoWealth Management
Illinois
$208K -$11.2K -128 -5%
BMCM
718
Bryn Mawr Capital Management
Pennsylvania
$207K – – –
LWP
719
Legacy Wealth Planning
Nevada
$205K -$18.3K -212 -8%
AC
720
Abbrea Capital
California
$205K – – –
CLOS
721
Compagnie Lombard Odier SCmA
Switzerland
$203K – – –
FHC
722
First Heartland Consultants
Missouri
$202K +$202K +2,336 New
DWM
723
Destination Wealth Management
California
$201K -$4.32K -50 -2%
BOS
724
Bingham Osborn & Scarborough
California
$201K – – –
TIM
725
Tortoise Investment Management
New York
$197K -$69.2K -800 -26%
27 28
29
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