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iShares Short Treasury Bond ETF
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Overview Fund Activity

473 hedge funds and large institutions have $11B invested in iShares Short Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 158 increasing their positions, 159 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+30
Holders Change %
+6.77%
% of All Funds
9.72%
Holding in Top 10
69
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.66%
% of All Funds
1.42%
New
95
Increased
158
Reduced
159
Closed
62
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$113M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$98.7M
3
Wells Fargo
Wells Fargo
California
+$82.2M
4
Betterment LLC
Betterment LLC
New York
+$62.1M
5
Jane Street
Jane Street
New York
+$59.2M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$1.86B
2
Osaic Holdings
Osaic Holdings
Arizona
-$291M
3
SS
Simplicity Solutions
Minnesota
-$170M
4
AWM
AE Wealth Management
Kansas
-$169M
5
AssetMark Inc
AssetMark Inc
California
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
226
KeyBank National Association
Ohio
$1.72M -$20.8K -188 -1%
PAS
227
Park Avenue Securities
New York
$1.72M +$1.72M +15,485 New
BG
228
Bahl & Gaynor
Ohio
$1.71M +$324K +2,925 +23%
GC
229
Grimes & Company
Massachusetts
$1.71M -$144M -1,300,727 -99%
AL
230
Aspiriant LLC
California
$1.68M – – –
BRWA
231
B. Riley Wealth Advisors
Florida
$1.67M -$1.14M -10,266 -41%
EWA
232
ERTS Wealth Advisors
Michigan
$1.66M -$3.99K -36 -0.2%
KJHP
233
K.J. Harrison & Partners
Ontario, Canada
$1.66M – – –
BNP Paribas Financial Markets
234
BNP Paribas Financial Markets
France
$1.65M -$13M -117,150 -89%
CL
235
Cabana LLC
Arkansas
$1.61M -$128M -1,159,882 -99%
FA
236
Fortis Advisors
Pennsylvania
$1.59M +$13.8K +125 +0.9%
PWS
237
Paragon Wealth Strategies
Florida
$1.56M +$1.56M +14,093 New
PMG
238
ProVise Management Group
Florida
$1.55M – – –
SMFS
239
Squar Milner Financial Services
California
$1.52M -$580K -5,237 -28%
Creative Planning
240
Creative Planning
Kansas
$1.52M -$132K -1,194 -8%
MGI
241
MayTech Global Investments
New York
$1.5M +$1.5M +13,547 New
DC
242
Davenport & Co
Virginia
$1.46M +$1.46M +13,220 New
FNBOSM
243
First National Bank of South Miami
Florida
$1.46M +$23.4K +211 +2%
AA
244
Alesco Advisors
New York
$1.41M +$68.1K +615 +5%
NA
245
NewEdge Advisors
Louisiana
$1.4M -$299K -2,704 -18%
RVPG
246
Relative Value Partners Group
$1.4M -$50.4K -455 -3%
HPC
247
HM Payson & Co
Maine
$1.38M – – –
AWM
248
Atticus Wealth Management
Florida
$1.35M -$1.12M -10,086 -45%
FM
249
Family Management
New York
$1.35M +$231K +2,086 +21%
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$1.3M +$447K +4,032 +52%
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