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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 %
JWM
76
Jackson Wealth Management
Florida
$26M +$15.4M +177,748 +145%
BIA
77
Barry Investment Advisors
Massachusetts
$25.6M -$68.5K -792 -0.3%
CPO
78
Cerity Partners OCIO
New York
$24.9M +$6.6M +76,270 +36%
Fisher Asset Management
79
Fisher Asset Management
Washington
$23.7M +$1.6M +18,520 +7%
CCFM
80
Clear Creek Financial Management
Washington
$23M +$21.1M +243,807 +1,087%
ACP
81
Aveo Capital Partners
Colorado
$22.3M +$17.6M +202,988 +374%
WIP
82
Wellesley Investment Partners
Massachusetts
$22M +$243K +2,806 +1%
AI
83
Atria Investments
North Carolina
$21.8M -$13.3M -154,217 -38%
JIR
84
James Investment Research
Ohio
$21.7M -$4.64M -53,632 -18%
VFA
85
Voya Financial Advisors
Connecticut
$21.6M +$1.18M +13,659 +6%
RCM
86
Rain Capital Management
Oregon
$21.3M -$1.73M -19,984 -7%
LIM
87
Leavell Investment Management
Alabama
$21.3M +$8.65M +99,970 +68%
MWM
88
Moulton Wealth Management
Washington
$21M -$30.7K -355 -0.1%
AIMCA
89
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$20.8M +$20.8M +240,000 New
AFIA
90
America First Investment Advisors
Nebraska
$20.3M -$12.9K -149 -0.1%
EWM
91
Elite Wealth Management
Washington
$20.2M +$20.2M +233,560 New
CCP
92
Cardan Capital Partners
Colorado
$19.5M +$24.1K +278 +0.1%
TM
93
Titan Managers
Arizona
$19.3M -$189K -2,185 -1%
Lazard Asset Management
94
Lazard Asset Management
New York
$19.1M -$19.5M – –
ACI
95
AMP Capital Investors
Australia
$18.7M -$5.37M -62,117 -22%
TF
96
Trek Financial
Arizona
$18.6M -$8.83M -102,060 -32%
SC
97
Scotia Capital
Ontario, Canada
$17.7M +$2.55M +29,434 +17%
TCM
98
Tuttle Capital Management
Connecticut
$17.5M +$5.08M +58,688 +41%
TCPWM
99
Traverso Chambers Private Wealth Management
California
$17.4M +$2.61M +30,165 +18%
Mirae Asset Global Investments
100
Mirae Asset Global Investments
South Korea
$17.3M +$379K +4,381 +2%
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4
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