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iShares Short Treasury Bond ETF
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Overview Fund Activity

443 hedge funds and large institutions have $13.7B invested in iShares Short Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 159 increasing their positions, 131 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+52
Holders Change %
+13.3%
% of All Funds
9.79%
Holding in Top 10
79
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+92.68%
% of All Funds
1.75%
New
112
Increased
159
Reduced
131
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$3.66B
2
Morgan Stanley
Morgan Stanley
New York
+$615M
3
Bank of America
Bank of America
North Carolina
+$275M
4
AWM
AE Wealth Management
Kansas
+$260M
5
Betterment LLC
Betterment LLC
New York
+$255M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$515M
2
BlackRock
BlackRock
New York
-$305M
3
EIC
Equity Investment Corp
Georgia
-$236M
4
CC
Cassaday & Co
Virginia
-$124M
5
AssetMark Inc
AssetMark Inc
California
-$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
226
Relative Value Partners Group
$1.45M -$2.21M -19,892 -60%
FNBOSM
227
First National Bank of South Miami
Florida
$1.44M -$45.5K -410 -3%
JSAM
228
J. Safra Asset Management
New York
$1.4M -$1.7M -188,182 -55%
BG
229
Bahl & Gaynor
Ohio
$1.39M +$1.39M +12,512 New
HPC
230
HM Payson & Co
Maine
$1.38M – – –
WA
231
Winfield Associates
Ohio
$1.37M -$178K -1,600 -12%
Allianz Asset Management
232
Allianz Asset Management
Germany
$1.35M +$1.35M +12,140 New
AA
233
Alesco Advisors
New York
$1.34M -$9.43K -85 -0.7%
WU
234
Wealthsimple US
New York
$1.34M +$1.34M +12,047 New
VC
235
Vicus Capital
Pennsylvania
$1.33M +$525K +4,725 +65%
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$1.32M +$1.02M +9,186 +343%
BIAS
237
Beacon Investment Advisory Services
New Jersey
$1.28M +$180K +1,619 +16%
CG
238
Colony Group
Massachusetts
$1.26M +$1.01M +9,068 +397%
RCA
239
Rowland Carmichael Advisors
Arizona
$1.25M +$1.19M +10,738 +2,191%
AWE
240
Avidian Wealth Enterprises
Texas
$1.24M +$813K +7,326 +189%
PFM
241
Patton Fund Management
Texas
$1.23M +$457K +4,113 +59%
S
242
SignatureFD
Georgia
$1.23M +$688K +6,198 +127%
SAM
243
Shone Asset Management
California
$1.22M +$1.22M +10,973 New
SA
244
Sicart Associates
New York
$1.18M -$538K -4,850 -31%
RWM
245
Ritholtz Wealth Management
New York
$1.17M +$915K +8,248 +357%
TPA
246
Trivium Point Advisory
Connecticut
$1.17M +$954K +8,603 +446%
FM
247
Family Management
New York
$1.12M -$1.13M -10,202 -50%
CIM
248
Cambria Investment Management
California
$1.08M -$99.4K -895 -8%
AWA
249
Arete Wealth Advisors
Illinois
$1.07M +$1.07M +9,675 New
CAN
250
Claraphi Advisory Network
United States
$1.06M +$759K +6,835 +253%
8 9
10
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