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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
1
BlackRock
New York
$755M
2
Charles Schwab
2
Charles Schwab
California
$86.7M
3
Barclays
3
Barclays
United Kingdom
$180M
4
PWPCM
4
Perella Weinberg Partners Capital Management
New York
$76.8M
5
Wells Fargo
5
Wells Fargo
California
$552M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$84M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$98M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$552M
4
UCFA
4
United Capital Financial Advisors
Texas
$72.3M
5
MLM
5
Mount Lucas Management
Pennsylvania
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
76
Trek Financial
Arizona
$27.5M -$10.4M -120,278 -27%
JIR
77
James Investment Research
Ohio
$26.4M +$1.06M +12,183 +4%
Citigroup
78
Citigroup
New York
$26.1M -$13.7M -157,766 -34%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$26.1M +$3.23M +37,237 +14%
BIA
80
Barry Investment Advisors
Massachusetts
$25.7M -$382K -4,405 -1%
HF
81
HRT Financial
New York
$24.8M +$18.5M +213,284 +292%
ACI
82
AMP Capital Investors
Australia
$24.1M +$24.1M +278,602 New
RCM
83
Rain Capital Management
Oregon
$23.1M +$12.5M +144,231 +118%
CAN
84
Cetera Advisor Networks
California
$22.8M +$119K +1,371 +0.5%
Fisher Asset Management
85
Fisher Asset Management
Washington
$22.1M -$330K -3,815 -1%
WIP
86
Wellesley Investment Partners
Massachusetts
$21.8M +$5.57M +64,309 +34%
MWM
87
Moulton Wealth Management
Washington
$21.1M +$80K +924 +0.4%
VWM
88
Venturi Wealth Management
Texas
$20.9M -$5.35M -61,753 -20%
VFA
89
Voya Financial Advisors
Connecticut
$20.5M -$1.54M -17,821 -7%
AFIA
90
America First Investment Advisors
Nebraska
$20.3M -$186K -2,149 -0.9%
TM
91
Titan Managers
Arizona
$19.6M -$1.26M -14,522 -6%
Lazard Asset Management
92
Lazard Asset Management
New York
$19.5M -$29.6M – –
CCP
93
Cardan Capital Partners
Colorado
$19.5M +$19.5M +225,571 New
AllianceBernstein
94
AllianceBernstein
Tennessee
$19.5M -$50.6M -583,814 -72%
SC
95
SouthState Corp
Florida
$19.5M +$9.09M +104,954 +87%
MAFM
96
Mid Atlantic Financial Management
Pennsylvania
$19.5M -$10.1M -116,822 -34%
ZIM
97
Zacks Investment Management
Illinois
$19.4M -$5.43M -62,644 -22%
NFG
98
Next Financial Group
Texas
$19.2M +$276K +3,190 +1%
CI
99
CX Institutional
Indiana
$18.8M +$10.1M +116,914 +117%
ECM
100
Evergreen Capital Management
Washington
$18.4M +$2.8M +32,345 +18%
2 3
4
5 6