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iShares Short Treasury Bond ETF
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Overview Fund Activity

438 hedge funds and large institutions have $9.24B invested in iShares Short Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 129 increasing their positions, 190 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
-35
Holders Change %
-7.4%
% of All Funds
8.86%
Holding in Top 10
49
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-28.99%
% of All Funds
0.99%
New
49
Increased
129
Reduced
190
Closed
80
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$116M
2
Jane Street
Jane Street
New York
+$91.7M
3
Betterment LLC
Betterment LLC
New York
+$67M
4
DWA
Divergent Wealth Advisors
Utah
+$57M
5
FWM
Frontier Wealth Management
Missouri
+$35M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$382M
2
Wells Fargo
Wells Fargo
California
-$228M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$195M
4
Stifel Financial
Stifel Financial
Missouri
-$174M
5
3AM
3EDGE Asset Management
Florida
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
276
Stuart Chaussee & Associates
California
$699K -$66.4K -600 -9%
Lido Advisors
277
Lido Advisors
California
$699K +$111 +1 +0%
BF
278
BOK Financial
Oklahoma
$680K +$246K +2,216 +57%
GC
279
Grimes & Company
Massachusetts
$677K -$1.03M -9,283 -60%
WAOTB
280
Wealth Advisors of Tampa Bay
Florida
$653K – – –
PA
281
Perennial Advisors
New York
$651K -$349K -3,152 -35%
MAM
282
Meeder Asset Management
Ohio
$630K +$26.6K +240 +4%
EW
283
Emerson Wealth
Michigan
$613K +$13.6K +1,300 +2%
OCM
284
Orser Capital Management
Texas
$586K +$586K +5,290 New
CMP
285
Courage Miller Partners
Virginia
$581K – – –
WP
286
WealthSource Partners
California
$574K -$68.7K -620 -11%
QPWM
287
Quadrant Private Wealth Management
Pennsylvania
$561K +$152K +1,377 +37%
IAA
288
Independent Advisor Alliance
North Carolina
$560K +$2.21K +20 +0.4%
HCC
289
Hirtle Callaghan & Co
Pennsylvania
$558K – – –
MAA
290
Matrix Asset Advisors
New York
$539K -$16.1K -145 -3%
FAIM
291
Financial Advocates Investment Management
Washington
$535K +$535K +2,035 New
FA
292
Fagan Associates
New York
$531K – – –
AWE
293
Avidian Wealth Enterprises
Texas
$517K -$1.55K -14 -0.3%
CCM
294
Coldstream Capital Management
Washington
$513K -$37.6K -340 -7%
LIM
295
Leavell Investment Management
Alabama
$510K +$39.3K +355 +8%
TI
296
Tidal Investments
Wisconsin
$509K – – –
Baird Financial Group
297
Baird Financial Group
Wisconsin
$500K -$755K -6,819 -60%
LWP
298
Legacy Wealth Planning
Nevada
$499K -$395K -3,571 -44%
TAM
299
Tocqueville Asset Management
New York
$482K – – –
OIA
300
OneDigital Investment Advisors
Kansas
$481K -$4.16M -37,634 -90%
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