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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 %
PI
101
PFS Investments
Georgia
$17.2M +$3.56M +41,163 +26%
SPC
102
Sigma Planning Corp
Michigan
$16.9M +$630K +7,279 +4%
AAMA
103
Advanced Asset Management Advisors
Ohio
$16.8M +$6.01M +69,524 +56%
Mariner
104
Mariner
Kansas
$16.8M +$426K +4,929 +3%
JIP
105
Jaffetilchin Investment Partners
Florida
$16.6M +$14.5M +167,412 +675%
SCP
106
Syntal Capital Partners
Texas
$16.1M +$91.4K +1,056 +0.6%
CA
107
Cetera Advisors
Colorado
$15.8M +$1.91M +22,118 +14%
Creative Planning
108
Creative Planning
Kansas
$15.7M +$140K +1,618 +0.9%
WAS
109
Winch Advisory Services
Wisconsin
$15.7M -$1.08M -12,529 -6%
W
110
Wealthquest
Ohio
$15.2M +$216K +2,496 +1%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$15.1M +$523K +6,044 +4%
Renaissance Technologies
112
Renaissance Technologies
New York
$15.1M +$6.9M +79,711 +84%
Toronto Dominion Bank
113
Toronto Dominion Bank
Ontario, Canada
$14.7M – – –
OC
114
Oppenheimer & Co
New York
$14.7M -$3.55M -41,083 -19%
Financial Engines Advisors
115
Financial Engines Advisors
California
$14.4M -$1.46M -16,933 -9%
OPS
116
Orion Portfolio Solutions
Nebraska
$14M -$47.6K -550 -0.3%
MFM
117
Mirsky Financial Management
New York
$13.9M +$767K +8,863 +6%
NAM
118
NTV Asset Management
West Virginia
$13.9M -$1.32M -15,274 -9%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$13.6M -$30.8M -355,960 -69%
IWC
120
Integrated Wealth Concepts
Massachusetts
$13.3M +$4.24M +48,981 +47%
Deutsche Bank
121
Deutsche Bank
Germany
$13.3M +$5.29M +61,117 +66%
FA
122
Freestate Advisors
Kansas
$13.2M -$1.22M -14,151 -9%
CI
123
CX Institutional
Indiana
$13.1M -$5.61M -64,898 -30%
IFS
124
Ifrah Financial Services
Arkansas
$12.9M +$247K +2,856 +2%
BWM
125
Biltmore Wealth Management
Arizona
$12.8M -$41.7K -481 -0.3%
3 4
5
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