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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 %
ADL
726
Asset Dedication LLC
California
$180K – – –
HWA
727
HCR Wealth Advisors
California
$178K -$111K -1,280 -38%
AA
728
Ancora Advisors
Ohio
$169K -$2.33M -26,850 -93%
TI
729
Truehand Inc
New Hampshire
$169K +$169K +1,950 New
1IA
730
1834 Investment Advisors
Wisconsin
$154K -$19.9K -230 -11%
EW
731
Element Wealth
Mississippi
$152K -$25.6K -295 -14%
WB
732
Webster Bank
Connecticut
$151K -$6.3K -73 -4%
WTC
733
WhitTier Trust Company
Nevada
$145K – – –
JFGIW
734
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$144K +$34.9K +402 +32%
TL
735
TrueWealth LLC
Georgia
$138K -$31.7K -365 -19%
LC
736
Lindbrook Capital
California
$136K +$346 +4 +0.3%
S
737
SignatureFD
Georgia
$135K +$7.03K +81 +5%
GAM
738
Gemmer Asset Management
California
$133K – – –
LS
739
Leelyn Smith
Illinois
$133K +$34.9K +402 +36%
SFA
740
Semmax Financial Advisors
North Carolina
$128K -$87K -1,002 -40%
GFPC
741
Global Financial Private Capital
Florida
$126K -$27.3M -316,485 -100%
NL
742
NVWM LLC
Pennsylvania
$124K – – –
NR
743
Newfound Research
Massachusetts
$120K -$77.5M -891,550 -100%
VNA
744
Valley National Advisers
Pennsylvania
$115K – – –
AIM
745
Anchor Investment Management
South Carolina
$107K – – –
LWA
746
Lenox Wealth Advisors
New York
$106K – – –
TWP
747
TFO Wealth Partners
Ohio
$101K – – –
VFA
748
Valeo Financial Advisors
Indiana
$98K -$266K -3,075 -73%
PC
749
Pecaut & Co
Iowa
$98K – – –
LWANC
750
Laurel Wealth Advisors (North Carolina)
North Carolina
$97K +$174 +2 +0.2%
28 29
30
31 32