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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 %
SMG
726
Spectrum Management Group
Indiana
$192K +$5.61K +65 +3%
JFGIW
727
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$192K +$48.8K +566 +34%
CB
728
Community Bank
New York
$189K +$153K +1,775 +427%
HWA
729
HCR Wealth Advisors
California
$177K -$866 -10 -0.5%
LC
730
Lindbrook Capital
California
$172K +$36.1K +418 +27%
TI
731
Truehand Inc
New Hampshire
$169K – – –
1IA
732
1834 Investment Advisors
Wisconsin
$167K +$13.4K +155 +9%
SFA
733
Semmax Financial Advisors
North Carolina
$166K +$38.2K +440 +30%
NIC
734
Northwest Investment Counselors
Oregon
$161K +$161K +1,861 New
EW
735
Element Wealth
Mississippi
$152K +$173 +2 +0.1%
AA
736
Ancora Advisors
Ohio
$151K -$17.3K -200 -10%
CSPIA
737
Cary Street Partners Investment Advisory
Virginia
$149K +$149K +1,720 New
FHA
738
First Horizon Advisors
Tennessee
$148K -$657K -7,672 -82%
WTC
739
WhitTier Trust Company
Nevada
$145K – – –
HBT
740
Hills Bank & Trust
Iowa
$141K +$141K +1,633 New
SAS
741
Stelac Advisory Services
New York
$137K +$137K +1,585 New
S
742
SignatureFD
Georgia
$135K +$432 +5 +0.3%
GAM
743
Gemmer Asset Management
California
$133K – – –
HI
744
Human Investing
Oregon
$131K +$51.4K +594 +65%
APC
745
Aspire Private Capital
North Carolina
$116K +$116K +1,343 New
JFA
746
JNBA Financial Advisors
Minnesota
$115K -$325K -3,756 -74%
VNA
747
Valley National Advisers
Pennsylvania
$115K – – –
AIM
748
Anchor Investment Management
South Carolina
$107K – – –
LWA
749
Lenox Wealth Advisors
New York
$106K – – –
LFG
750
LifePlan Financial Group
Ohio
$105K -$91.1K -1,052 -46%
28 29
30
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