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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 %
EWM
876
EPG Wealth Management
Georgia
– -$876K -10,115 Closed
TCBWMS
877
Texas Capital Bank Wealth Management Services
Texas
– -$804K -9,284 Closed
PWM
878
PBMares Wealth Management
Virginia
– -$711K -8,212 Closed
SAM
879
Secure Asset Management
Michigan
– -$660K -7,618 Closed
Verition Fund Management
880
Verition Fund Management
Connecticut
– -$500K -5,773 Closed
SGI
881
Swan Global Investments
Colorado
– -$424K -4,900 Closed
SEM
882
Suncoast Equity Management
Florida
– -$410K -4,731 Closed
NP
883
NorthRock Partners
Minnesota
– -$390K -4,503 Closed
EAM
884
Eagle Asset Management
Florida
– -$372K -4,303 Closed
RSWM
885
Robertson Stephens Wealth Management
California
– -$360K -4,168 Closed
IC
886
Innealta Capital
Texas
– -$349K -4,029 Closed
RIA
887
Regal Investment Advisors
Michigan
– -$335K -3,868 Closed
HIC
888
Holderness Investments Company
North Carolina
– -$333K -3,850 Closed
FAAM
889
First Ascent Asset Management
Colorado
– -$307K -3,540 Closed
TPA
890
Trivium Point Advisory
Connecticut
– -$290K -3,346 Closed
MG
891
Mather Group
Illinois
– -$284K -3,283 Closed
EH
892
Equitable Holdings
New York
– -$275K -3,179 Closed
MW
893
Marcum Wealth
Ohio
– -$272K -3,141 Closed
PFG
894
PAX Financial Group
Texas
– -$270K -3,121 Closed
VAM
895
Verity Asset Management
North Carolina
– -$270K -3,112 Closed
ACA
896
Affinity Capital Advisors
California
– -$249K -2,876 Closed
PWS
897
Paragon Wealth Strategies
Florida
– -$243K -2,809 Closed
TSA
898
Tri-Star Advisors
Texas
– -$238K -2,753 Closed
CWA
899
Clarus Wealth Advisors
Arizona
– -$231K -2,674 Closed
CF
900
Corrigan Financial
Rhode Island
– -$231K -2,667 Closed
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