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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 %
FEM
176
Fulcrum Equity Management
Texas
$7.12M -$9.88M -114,203 -58%
FFN
177
Focus Financial Network
Minnesota
$7.11M +$175K +2,018 +3%
BSW
178
Buckingham Strategic Wealth
Missouri
$7.11M -$70.5K -815 -1%
PAG
179
Private Advisor Group
New Jersey
$7.04M +$942K +10,888 +15%
BFA
180
Beaumont Financial Advisors
Massachusetts
$6.96M +$3.57M +41,296 +105%
VWM
181
Venturi Wealth Management
Texas
$6.96M -$14M -161,321 -67%
WB
182
WesBanco Bank
West Virginia
$6.77M -$5.53M -63,947 -45%
TC
183
Telemus Capital
Michigan
$6.76M +$78.4K +907 +1%
QCG
184
Quadrant Capital Group
Ohio
$6.67M +$6.67M +77,064 New
MIAN
185
Mariner Independent Advisor Network
Kansas
$6.6M +$246K +2,842 +4%
ASW
186
Astoria Strategic Wealth
Texas
$6.57M +$428K +4,948 +7%
Betterment LLC
187
Betterment LLC
New York
$6.48M +$437K +5,052 +7%
SFS
188
Sowell Financial Services
Arkansas
$6.47M +$846K +9,773 +15%
PFA
189
Paradigm Financial Advisors
Missouri
$6.47M +$6.47M +74,738 New
Comerica Bank
190
Comerica Bank
Texas
$6.37M +$1.68M +19,500 +36%
SMFG
191
Sumitomo Mitsui Financial Group
Japan
$6.29M -$7.13M -82,408 -53%
SAM
192
Strategy Asset Managers
California
$6.29M +$3.77M +43,608 +150%
CI
193
Cambiar Investors
Colorado
$6.2M -$311K -3,596 -5%
IIA
194
IPG Investment Advisors
California
$6.19M +$1.19M +13,703 +24%
HH
195
Hilltop Holdings
Texas
$6.15M -$1.42M -16,374 -19%
Natixis Advisors
196
Natixis Advisors
Massachusetts
$6.1M -$87 -1 -0%
MCA
197
Magnolia Capital Advisors
Mississippi
$6.08M +$6.08M +70,321 New
IFA
198
Interactive Financial Advisors
Illinois
$6.01M -$5.03M -58,175 -46%
BB
199
Berkshire Bank
Massachusetts
$5.97M +$5.97M +69,062 New
BRWA
200
B. Riley Wealth Advisors
Florida
$5.95M +$1.01M +11,644 +20%
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