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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 %
MWM
851
Merriman Wealth Management
Washington
– -$91.5M -1,056,041 Closed
PPA
852
Parametric Portfolio Associates
Washington
– -$91.1M -1,050,591 Closed
NA
853
Navellier & Associates
Nevada
– -$80.7M -931,456 Closed
VOYA Investment Management
854
VOYA Investment Management
Georgia
– -$58.9M -679,589 Closed
TWM
855
Tanglewood Wealth Management
Texas
– -$58.7M -677,090 Closed
UOMF
856
University of Massachusetts Foundation
Massachusetts
– -$38M -438,700 Closed
Mackenzie Financial
857
Mackenzie Financial
Ontario, Canada
– -$26.8M -309,735 Closed
PCP
858
Proficio Capital Partners
Massachusetts
– -$14.8M -170,274 Closed
TWA
859
Tillar-Wenstrup Advisors
Ohio
– -$14.4M -166,179 Closed
GG
860
GenWealth Group
New Jersey
– -$14.2M -163,582 Closed
RWP
861
Reliant Wealth Planning
Kentucky
– -$11.3M -130,787 Closed
LWP
862
Legacy Wealth Partners
California
– -$9.43M -108,842 Closed
PD
863
Planning Directions
Pennsylvania
– -$7.31M -84,306 Closed
WG
864
Welch Group
Alabama
– -$4.96M -57,209 Closed
RWA
865
Redhawk Wealth Advisors
Minnesota
– -$4.66M -53,774 Closed
CI
866
Cavalier Investments
Georgia
– -$4.27M -49,302 Closed
TFA
867
Tobias Financial Advisors
Florida
– -$3.58M -41,300 Closed
Manulife (Manufacturers Life Insurance)
868
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$3.39M -39,068 Closed
FFC
869
Fure Financial Corporation
Minnesota
– -$3.36M -38,784 Closed
LWAC
870
Laurel Wealth Advisors (California)
California
– -$2.75M -31,776 Closed
WI
871
WrapManager Inc
California
– -$2.66M -30,684 Closed
HR
872
Hayden Royal
North Carolina
– -$2.34M -26,975 Closed
NEI
873
Northwest & Ethical Investments
Ontario, Canada
– -$2.24M -25,900 Closed
BAC
874
Boys Arnold & Co
North Carolina
– -$1.61M -18,602 Closed
PFA
875
Pinnacle Family Advisors
Missouri
– -$1.57M -18,135 Closed
33 34
35
36 37