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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 %
BCA
801
Bray Capital Advisors
Florida
$26K – – –
AAIM
802
Asset Advisors Investment Management
Georgia
$26K +$26K +295 New
WEC
803
Winslow Evans & Crocker
Massachusetts
$23K -$130K -1,476 -85%
BWL
804
Bogart Wealth LLC
Virginia
$22K -$6.7K -77 -23%
WC
805
Wexford Capital
Florida
$20K +$20K +231 New
BW
806
Bison Wealth
Georgia
$19K -$172K -2,000 -90%
TFA
807
Toth Financial Advisory
Virginia
$19K – – –
MWA
808
MFA Wealth Advisors
Pennsylvania
$18.9K +$18.9K +218 New
SIAP
809
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K +$18K +211 New
BFC
810
Bedel Financial Consulting
Indiana
$17K – – –
PO
811
Private Ocean
California
$16K +$3.98K +47 +33%
NG
812
NWK Group
California
$15K – – –
DAC
813
Dividend Assets Capital
South Carolina
$15K +$1.79K +20 +14%
JPLA
814
Joseph P. Lucia & Associates
New York
$14K – – –
BBA
815
Braun-Bostich & Associates
Pennsylvania
$14K – – –
PAIM
816
Punch & Associates Investment Management
Minnesota
$12K -$4.84M -55,270 -100%
MFT
817
Moisand Fitzgerald Tamayo
Florida
$12K -$252 -3 -2%
GI
818
Gradient Investments
Minnesota
$12K +$2.61K +30 +28%
MHR
819
Matthew Hamilton Rosenberg
$12K +$12K +140 New
HFA
820
Hoover Financial Advisors
Pennsylvania
$12K +$12K +141 New
RAM
821
Riggs Asset Management
Pennsylvania
$11K -$3.18M -37,331 -100%
JGIA
822
Jackson Grant Investment Advisers
Connecticut
$11K – – –
TFO
823
Tarbox Family Office
California
$11K +$11K +125 New
TWA
824
TCI Wealth Advisors
Arizona
$9K -$164K -1,819 -95%
Simplex Trading
825
Simplex Trading
Illinois
$8K -$88K -1,100 -92%
31 32
33
34 35