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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
$755M
2
Charles Schwab
Charles Schwab
California
$86.7M
3
Barclays
Barclays
United Kingdom
$180M
4
PWPCM
Perella Weinberg Partners Capital Management
New York
$76.8M
5
Wells Fargo
Wells Fargo
California
$552M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$84M
2
Osaic Holdings
Osaic Holdings
Arizona
$98M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$552M
4
UCFA
United Capital Financial Advisors
Texas
$72.3M
5
MLM
Mount Lucas Management
Pennsylvania
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$44.4M +$3.84M +44,413 +9%
TPWA
52
TRUE Private Wealth Advisors
Oregon
$44.1M -$981K -11,324 -2%
DF
53
Donoghue Forlines
Massachusetts
$43.9M -$37M -426,851 -46%
EA
54
Efficient Advisors
Ohio
$43.8M +$4.72M +54,459 +12%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$41.6M +$9.48M +109,458 +30%
GW
56
GW & Wade
Massachusetts
$41.2M -$2.35M -27,148 -5%
CS
57
Comerica Securities
Michigan
$40.8M +$39.2M +452,929 +2,512%
VIM
58
VCU Investment Management
Virginia
$38.2M -$77.1M -889,849 -67%
BCM
59
Brookstone Capital Management
Illinois
$37.8M -$32.5M -374,928 -46%
DIP
60
DT Investment Partners
Pennsylvania
$37.1M -$4.39M -50,664 -11%
COF
61
Capital One Financial
Virginia
$36.4M -$2.82M -32,596 -7%
AI
62
Atria Investments
North Carolina
$35.2M +$35.2M +405,883 New
FAAS
63
First Allied Advisory Services
California
$34.2M +$1.43M +16,470 +4%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$33.6M -$64.9M -749,289 -66%
Jane Street
65
Jane Street
New York
$33.5M +$29.5M +340,766 +741%
FIM
66
Freedom Investment Management
Connecticut
$33M +$1.52M +17,572 +5%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$32.1M – – –
VCM
68
Vivaldi Capital Management
Illinois
$31.3M +$158K +1,822 +0.5%
CC
69
Cypress Capital
Tennessee
$31M +$31M +358,317 New
Goldman Sachs
70
Goldman Sachs
New York
$30M -$67.6M -780,700 -69%
SF
71
Synovus Financial
Georgia
$29.7M -$17.6M -202,964 -37%
LBD
72
Landsberg Bennett & Dubbaneh
Florida
$29.5M +$8.52M +98,315 +41%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$29.1M -$4.03M -46,499 -12%
3AM
74
3EDGE Asset Management
Florida
$28.5M +$7.21M +83,302 +34%
RVPG
75
Relative Value Partners Group
$27.7M -$15.4M -177,602 -36%
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