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iShares 1-3 Year Treasury Bond ETF

901 hedge funds and large institutions have $11.9B invested in iShares 1-3 Year Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 296 increasing their positions, 342 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+49
Holders Change %
+5.75%
% of All Funds
15.99%
Holding in Top 10
86
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.52%
% of All Funds
1.53%
New
142
Increased
296
Reduced
342
Closed
77
Calls
$31.8M
Puts
$170M
Net Calls
-$138M
Net Calls Change
-$93.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
201
Mariner
Kansas
$5.53M -$11.2M -129,696 -67%
CCWA
202
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.51M +$176K +2,038 +3%
CCM
203
Coldstream Capital Management
Washington
$5.51M
DBT
204
Dubuque Bank & Trust
Iowa
$5.41M +$749K +8,672 +16%
BRWA
205
B. Riley Wealth Advisors
Florida
$5.37M -$575K -6,659 -10%
EM
206
Excalibur Management
Massachusetts
$5.25M +$1.12M +12,964 +27%
WIA
207
World Investment Advisors
California
$5.23M +$1.31M +15,113 +33%
JWCA
208
J.W. Cole Advisors
Florida
$5.12M -$367K -4,244 -7%
NSIM
209
North Star Investment Management
Illinois
$5.1M +$360K +4,163 +8%
MA
210
Mutual Advisors
Nebraska
$5.09M +$2.25M +25,993 +79%
BSW
211
Buckingham Strategic Wealth
Missouri
$5.04M -$2.06M -23,838 -29%
APA
212
American Portfolios Advisors
New York
$5.03M -$4.6M -53,248 -48%
VHAM
213
Van Hulzen Asset Management
California
$5M -$328K -3,794 -6%
SWA
214
SFMG Wealth Advisors
Texas
$4.99M -$262K -3,036 -5%
PFP
215
Pinnacle Financial Partners
Tennessee
$4.91M +$4.91M +56,874 New
IWAG
216
Integer Wealth Advisors Group
Georgia
$4.78M +$4.3M +49,817 +892%
AWM
217
Atticus Wealth Management
Florida
$4.76M +$547K +6,331 +13%
OFW
218
Omnia Family Wealth
Florida
$4.76M -$110K -1,276 -2%
TP
219
Third Point
New York
$4.76M +$608K +7,033 +15%
FPS
220
Fieldpoint Private Securities
Connecticut
$4.75M +$26.3K +304 +0.6%
LNC
221
Lincoln National Corp
Pennsylvania
$4.72M +$170K +1,971 +4%
TFA
222
Trinity Financial Advisors
Ohio
$4.7M +$4.7M +54,368 New
AWM
223
Alterna Wealth Management
Texas
$4.67M +$474K +5,483 +11%
Wealth Enhancement Advisory Services
224
Wealth Enhancement Advisory Services
Minnesota
$4.63M +$695K +8,045 +18%
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$4.6M -$8.97M -103,845 -66%