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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 %
CPO
101
Cerity Partners OCIO
New York
$18.4M -$295K -3,410 -2%
OC
102
Oppenheimer & Co
New York
$18.3M +$3.59M +41,486 +24%
SBL
103
Sargent Bickham Lagudis
Colorado
$17.1M +$14.5M +167,646 +571%
FEM
104
Fulcrum Equity Management
Texas
$17M -$101M -1,164,465 -86%
Mirae Asset Global Investments
105
Mirae Asset Global Investments
South Korea
$16.9M +$931K +10,750 +6%
SWA
106
SFMG Wealth Advisors
Texas
$16.9M -$64.2M -740,756 -79%
FA
107
Faithward Advisors
Pennsylvania
$16.8M +$16.1M +186,437 +2,578%
WAS
108
Winch Advisory Services
Wisconsin
$16.8M -$11.1M -128,621 -40%
Mariner
109
Mariner
Kansas
$16.4M -$9.59M -110,720 -37%
SPC
110
Sigma Planning Corp
Michigan
$16.2M -$6.33M -73,051 -28%
SCP
111
Syntal Capital Partners
Texas
$16M +$16M +184,744 New
B
112
Barings
North Carolina
$16M – – –
Financial Engines Advisors
113
Financial Engines Advisors
California
$15.8M +$15.6M +180,185 +6,417%
Creative Planning
114
Creative Planning
Kansas
$15.6M +$14.2M +163,394 +982%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$15.4M -$2.6M -30,019 -14%
NAM
116
NTV Asset Management
West Virginia
$15.3M +$12.9M +149,440 +557%
SC
117
Scotia Capital
Ontario, Canada
$15.2M +$455K +5,244 +3%
W
118
Wealthquest
Ohio
$15M +$15M +173,365 New
CIAS
119
Capital Investment Advisory Services
North Carolina
$15M -$3.97M -45,796 -21%
TCPWM
120
Traverso Chambers Private Wealth Management
California
$14.8M +$713K +8,237 +5%
Toronto Dominion Bank
121
Toronto Dominion Bank
Ontario, Canada
$14.7M -$2.6M -30,000 -15%
EC
122
Estate Counselors
Wisconsin
$14.6M +$14.6M +168,940 New
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$14.6M -$1.16M -13,427 -7%
FA
124
Freestate Advisors
Kansas
$14.4M -$16.6M -192,220 -54%
OPS
125
Orion Portfolio Solutions
Nebraska
$14.1M +$3.18M +36,758 +29%
3 4
5
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