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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 %
GW
51
GW & Wade
Massachusetts
$39.2M -$1.95M -22,555 -5%
EWM
52
Executive Wealth Management
Michigan
$38.2M -$46.7M -539,656 -55%
VIM
53
VCU Investment Management
Virginia
$38.2M – – –
CG
54
Colony Group
Massachusetts
$38.1M -$24.3M -281,219 -39%
UCFA
55
United Capital Financial Advisors
Texas
$37M -$35.2M -407,039 -49%
AP
56
Advisors Preferred
Maryland
$36.8M +$36.8M +425,363 New
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$35.1M +$5.96M +68,881 +20%
SS
58
Simplicity Solutions
Minnesota
$34.3M -$14.9M -171,671 -30%
Citigroup
59
Citigroup
New York
$34.1M +$8.02M +92,709 +31%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$34M +$444K +5,136 +1%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$33.9M -$375M -4,333,495 -92%
SF
62
Synovus Financial
Georgia
$32.5M +$2.84M +32,882 +10%
FIM
63
Freedom Investment Management
Connecticut
$32.3M -$690K -7,980 -2%
SC
64
SouthState Corp
Florida
$32.2M +$12.7M +147,122 +65%
3AM
65
3EDGE Asset Management
Florida
$31.4M +$2.94M +33,928 +10%
KeyBank National Association
66
KeyBank National Association
Ohio
$31M -$21.1M -243,743 -40%
COF
67
Capital One Financial
Virginia
$30.5M -$5.87M -67,831 -16%
CC
68
Cypress Capital
Tennessee
$30.2M -$812K -9,397 -3%
FAAS
69
First Allied Advisory Services
California
$28.9M -$5.22M -60,341 -15%
BCM
70
Brookstone Capital Management
Illinois
$28.9M -$8.9M -102,840 -24%
Goldman Sachs
71
Goldman Sachs
New York
$28.2M -$1.84M -21,245 -6%
VCM
72
Vivaldi Capital Management
Illinois
$28M -$3.26M -37,704 -10%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$27.4M -$14.1M -163,523 -34%
ZIM
74
Zacks Investment Management
Illinois
$27.2M +$7.83M +90,534 +40%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$26.8M +$723K +8,358 +3%
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