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iShares Short Treasury Bond ETF
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Overview Fund Activity

309 hedge funds and large institutions have $8.51B invested in iShares Short Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 108 increasing their positions, 50 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+84
Holders Change %
+37.33%
% of All Funds
6.9%
Holding in Top 10
52
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+100%
% of All Funds
1.16%
New
118
Increased
108
Reduced
50
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$1.86B
2
HI
Horizon Investments
North Carolina
+$296M
3
Betterment LLC
Betterment LLC
New York
+$228M
4
AssetMark Inc
AssetMark Inc
California
+$220M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$197M

Top Sellers

1
BlackRock
BlackRock
New York
-$346M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$64.4M
3
EIC
Equity Investment Corp
Georgia
-$52.7M
4
Jane Street
Jane Street
New York
-$47.6M
5
JIR
James Investment Research
Ohio
-$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWF
251
Epstein & White Financial
California
$214K +$214K +1,922 New
BAM
252
Bruderman Asset Management
New York
$214K +$214K +1,940 New
RCA
253
Rowland Carmichael Advisors
Arizona
$211K +$211K +1,909 New
RBA
254
Richard Bernstein Advisors
New York
$209K +$208K +1,887 +18,870%
TPA
255
Trivium Point Advisory
Connecticut
$206K +$206K +1,872 New
PIA
256
Pinion Investment Advisors
Kansas
$204K +$204K +1,850 New
TWA
257
TCI Wealth Advisors
Arizona
$184K +$184K +1,666 New
BCM
258
Brasada Capital Management
Texas
$182K -$1.15M -10,432 -86%
GC
259
Grace Capital
Massachusetts
$174K +$174K +5,014 New
ASN
260
Advisory Services Network
Georgia
$167K +$5.42K +49 +3%
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$159K -$9.91K -90 -6%
EWA
262
ERTS Wealth Advisors
Michigan
$126K +$126K +1,141 New
FCMT
263
Founders Capital Management (Texas)
Texas
$118K – – –
SAM
264
Shamrock Asset Management
Texas
$100K – – –
MFW
265
Mosaic Family Wealth
Missouri
$96K – – –
FCA
266
FinTrust Capital Advisors
South Carolina
$96K +$96K +872 New
GWMIA
267
Global Wealth Management Investment Advisory
Florida
$90K +$90K +813 New
MIFH
268
Migdal Insurance & Financial Holdings
Israel
$88K – – –
LFASL
269
Lugano Financial Advisors SA (LFA)
Switzerland
$81K – – –
AIA
270
Arcadia Investment Advisors
Idaho
$79.2K – – –
RCG
271
Ruggie Capital Group
Florida
$77K -$56.9K -519 -43%
CAM
272
Cresset Asset Management
Illinois
$75K +$75K +677 New
WT
273
Whittier Trust
California
$72K – – –
CFGS
274
Concourse Financial Group Securities
Alabama
$65K +$56.3K +516 +645%
Northern Trust
275
Northern Trust
Illinois
$61K +$61K +54,991 New
9 10
11
12 13