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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 %
BCM
776
Blume Capital Management
California
$52K – – –
FMII
777
Farmers & Merchants Investments Inc
Nebraska
$52K – – –
CIA
778
Cascade Investment Advisors
Oregon
$51.9K – – –
EWM
779
Elmwood Wealth Management
California
$49K – – –
AAP
780
Arax Advisory Partners
Colorado
$48K -$47.6K -550 -50%
PFGIA
781
Patriot Financial Group Insurance Agency
Massachusetts
$46K -$3.62K -43 -7%
FWC
782
First Washington Corp
Washington
$43K – – –
SA
783
SRH Advisors
Kansas
$43K – – –
ME
784
McIlrath & Eck
Washington
$42K – – –
SIC
785
Salem Investment Counselors
North Carolina
$39K – – –
PFS
786
Prospera Financial Services
Texas
$38K -$2.04M -23,826 -98%
SWM
787
Sugarloaf Wealth Management
Georgia
$38K – – –
CWA
788
Core Wealth Advisors
Florida
$38K – – –
SNT
789
Security National Trust
West Virginia
$37K – – –
HWA
790
HHM Wealth Advisors
Tennessee
$35K – – –
SIS
791
Sound Income Strategies
Florida
$35K +$6.48K +75 +23%
NNP
792
Nachman Norwood & Parrott
South Carolina
$35K +$35K +410 New
RAM
793
Riggs Asset Management
Pennsylvania
$35K +$29.3K +664 +515%
VRM
794
Vectors Research Management
New York
$33K – – –
JAWM
795
J. Arnold Wealth Management
Ohio
$33K +$87 +1 +0.3%
FHA
796
Flagship Harbor Advisors
Massachusetts
$31K -$175K -2,033 -85%
EW
797
Evoke Wealth
California
$31K – – –
PP
798
Pacifica Partners
Canada
$30K – – –
LDFR
799
Lehman & Derafelo Financial Resources
Pennsylvania
$30K – – –
HFRG
800
Houlihan Financial Resource Group
Virginia
$30K +$30K +343 New
30 31
32
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