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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 %
TWP
751
TFO Wealth Partners
Ohio
$101K – – –
GSWM
752
Golden State Wealth Management
California
$100K +$100K +1,151 New
CCM
753
Covington Capital Management
California
$93K – – –
WB
754
Webster Bank
Connecticut
$88K -$63.5K -733 -42%
RFWA
755
RPg Family Wealth Advisory
Massachusetts
$87.2K -$606 -7 -0.7%
LWANC
756
Laurel Wealth Advisors (North Carolina)
North Carolina
$86K -$10.7K -123 -11%
HWM
757
Holloway Wealth Management
Florida
$85K -$67K – –
CWM
758
Cranbrook Wealth Management
Michigan
$84K – – –
CTC
759
Central Trust Company
Missouri
$82K – – –
FDCDDQ
760
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.5K -$692 -8 -0.9%
BEI
761
Benjamin Edwards Inc
Missouri
$76K -$2.15K -25 -3%
RFA
762
Reilly Financial Advisors
California
$76K – – –
AP
763
Atwood & Palmer
Missouri
$75K – – –
CFD
764
Creative Financial Designs
Indiana
$71K +$29.5K +340 +71%
SSB
765
Sandy Spring Bank
Maryland
$70K – – –
NFSG
766
Newbridge Financial Services Group
Florida
$68K +$68K +784 New
APWA
767
Atlas Private Wealth Advisors
New Jersey
$67K +$5.63K +65 +9%
TFGT
768
TS Financial Group (TSFG)
Illinois
$66K -$2.84K -33 -4%
CDIA
769
Capital Directions Investment Advisors
Georgia
$61K – – –
BCWM
770
Bartlett & Co Wealth Management
Ohio
$56.2K – – –
BC
771
Bartlett & Co
Ohio
$56K – – –
LS
772
Leelyn Smith
Illinois
$56K +$25.8K +1,308 +85%
PCG
773
Private Capital Group
Connecticut
$54K +$25.9K +301 +92%
IA
774
Independence Advisors
Pennsylvania
$53K – – –
OC
775
Oakworth Capital
Alabama
$52K -$19.5K -225 -27%
29 30
31
32 33