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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 %
GT
201
Glenview Trust
Kentucky
$5.85M +$1.23M +14,271 +27%
RWM
202
Ritholtz Wealth Management
New York
$5.77M +$768K +8,879 +15%
AA
203
Argent Advisors
Louisiana
$5.7M -$7.5M -86,650 -57%
HNB
204
Huntington National Bank
Ohio
$5.69M -$5.51M – –
AWA
205
Arete Wealth Advisors
Illinois
$5.68M -$463K -5,360 -8%
VCM
206
Virtue Capital Management
Tennessee
$5.65M -$2.8M -32,370 -33%
CCM
207
Coldstream Capital Management
Washington
$5.52M – – –
JWCA
208
J.W. Cole Advisors
Florida
$5.5M +$2.07M +23,904 +60%
CCWA
209
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.34M +$371K +4,294 +7%
VHAM
210
Van Hulzen Asset Management
California
$5.34M -$298K -3,442 -5%
SWA
211
SFMG Wealth Advisors
Texas
$5.26M -$11.6M -133,873 -69%
Lido Advisors
212
Lido Advisors
California
$5.19M -$7.81M -90,322 -60%
SWP
213
Stratos Wealth Partners
Ohio
$5.13M -$1.28M -14,777 -20%
MWM
214
MinichMacGregor Wealth Management
New York
$5.1M -$63.5K -734 -1%
WS
215
Wedbush Securities
California
$5M -$2.71M -31,306 -35%
CWA
216
Capital Wealth Alliance
Arizona
$4.98M +$1.59M +18,361 +47%
IA
217
IFP Advisors
Florida
$4.97M +$2.15M +24,874 +76%
PBO
218
Peoples Bank (Ohio)
Ohio
$4.93M +$793K +9,165 +19%
IF
219
Ironwood Financial
Arizona
$4.9M -$6.97M -80,535 -59%
OFW
220
Omnia Family Wealth
Florida
$4.88M -$789K -9,118 -14%
BEAM
221
Baker Ellis Asset Management
Washington
$4.86M +$47.6K +550 +1%
BS
222
Boenning & Scattergood
Pennsylvania
$4.8M +$4.02M +46,468 +514%
NSIM
223
North Star Investment Management
Illinois
$4.75M +$270K +3,126 +6%
FPS
224
Fieldpoint Private Securities
Connecticut
$4.73M +$143K +1,658 +3%
FS
225
Ferguson Shapiro
Georgia
$4.72M +$4.72M +54,583 New
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