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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 %
EK
276
Evensky & Katz
Florida
$60K – – –
NSIM
277
North Star Investment Management
Illinois
$55K – – –
PCG
278
Private Capital Group
Connecticut
$52K -$57.4K -524 -52%
TCM
279
TD Capital Management
Tennessee
$47K -$2.36M -21,246 -98%
SIA
280
SeaBridge Investment Advisors
New Jersey
$45K – – –
PFGIA
281
Patriot Financial Group Insurance Agency
Massachusetts
$41K +$41K +372 New
MAM
282
Meeder Asset Management
Ohio
$39K -$32.2K -293 -45%
PB
283
Pinnacle Bancorp
Nebraska
$39K +$39K +354 New
Rockefeller Capital Management
284
Rockefeller Capital Management
New York
$38K +$38K +344 New
AWM
285
Avior Wealth Management
Nebraska
$31K – – –
CFA
286
Carroll Financial Associates
North Carolina
$30K +$8.34K +77 +39%
EWM
287
Endurance Wealth Management
Rhode Island
$30K +$30K +275 New
1IA
288
1834 Investment Advisors
Wisconsin
$27K – – –
JCM
289
Julex Capital Management
Massachusetts
$24K +$24K +221 New
AF
290
Advisornet Financial
Minnesota
$20K +$109 +1 +0.5%
WCM
291
WealthBridge Capital Management
Ohio
$19K +$19K +170 New
SWM
292
SeaCrest Wealth Management
New York
$14K – – –
LWM
293
Liberty Wealth Management
California
$14K +$14K +128 New
GWS
294
Glassman Wealth Services
Virginia
$13K +$13K +119 New
PCP
295
Proficio Capital Partners
Massachusetts
$12K – – –
NFG
296
Next Financial Group
Texas
$12K +$12K +107 New
IAS
297
IMA Advisory Services
Colorado
$11K – – –
BWM
298
BerganKDV Wealth Management
Minnesota
$11K +$111 +1 +1%
LFG
299
LifePlan Financial Group
Ohio
$5K -$47.1K -433 -90%
AIP
300
Ameritas Investment Partners
Nebraska
$5K – – –
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12
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