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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 %
CM
151
Columbus Macro
Pennsylvania
$9.61M -$3.58M -41,327 -27%
BL
152
BFSG LLC
California
$9.58M -$3.9M -45,079 -29%
CFGS
153
Concourse Financial Group Securities
Alabama
$9.4M +$377K +4,359 +4%
GWM
154
Geneos Wealth Management
Colorado
$9.19M +$1.62M +18,750 +21%
ECM
155
Evergreen Capital Management
Washington
$9.09M -$9.33M -107,834 -51%
BAM
156
Belpointe Asset Management
Nevada
$9.02M +$1.85M +21,438 +26%
BNP Paribas Financial Markets
157
BNP Paribas Financial Markets
France
$8.95M +$5.03M +58,183 +129%
CAN
158
Claraphi Advisory Network
United States
$8.9M +$4.92M +56,882 +124%
AIG
159
American International Group
New York
$8.85M – – –
DF
160
Donoghue Forlines
Massachusetts
$8.82M -$35M -404,458 -80%
DC
161
Davenport & Co
Virginia
$8.66M +$902K +10,426 +12%
TW
162
TrinityPoint Wealth
Connecticut
$8.5M +$4.23M +48,888 +99%
LAM
163
LifePro Asset Management
California
$8.36M +$1.3M +15,039 +18%
ISWM
164
Independent Solutions Wealth Management
New York
$8.31M +$1.68M +19,363 +25%
BWM
165
Baystate Wealth Management
Massachusetts
$8.31M +$599K +6,927 +8%
EVM
166
Eaton Vance Management
Massachusetts
$8.09M +$552K +6,385 +7%
ASN
167
Advisory Services Network
Georgia
$8.06M +$753K +8,702 +10%
CB
168
Commerce Bank
Missouri
$7.89M +$3.05M +35,228 +63%
MSWM
169
Mader & Shannon Wealth Management
Missouri
$7.89M -$244K -2,815 -3%
Prudential Financial
170
Prudential Financial
New Jersey
$7.85M -$230K -2,662 -3%
CHJWM
171
Carlton Hofferkamp & Jenks Wealth Management
Texas
$7.61M -$263K -3,042 -3%
PAM
172
Peak Asset Management
Colorado
$7.52M +$1.41M +16,295 +23%
AAS
173
Avantax Advisory Services
Texas
$7.48M +$5.29M +61,136 +241%
HI
174
Horizon Investments
North Carolina
$7.41M +$4.4M +50,944 +147%
CG
175
Cutler Group
California
$7.32M +$7.26M +83,960 +11,994%
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