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iShares Short Treasury Bond ETF
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Overview Fund Activity

452 hedge funds and large institutions have $7.71B invested in iShares Short Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 114 increasing their positions, 188 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+14
Holders Change %
+3.2%
% of All Funds
8.02%
Holding in Top 10
34
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-30.61%
% of All Funds
0.6%
New
83
Increased
114
Reduced
188
Closed
63
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$112M
2
BlackRock
BlackRock
New York
+$89M
3
PC
Peavine Capital
Nevada
+$72M
4
LPL Financial
LPL Financial
California
+$37.7M
5
DWA
Divergent Wealth Advisors
Utah
+$35.2M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$688M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$409M
3
CC
Cassaday & Co
Virginia
-$129M
4
Jane Street
Jane Street
New York
-$79.2M
5
Ameriprise
Ameriprise
Minnesota
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
276
Stockman Wealth Management
Montana
$575K +$133K +1,200 +30%
NAG
277
Northstar Advisory Group
New Jersey
$563K +$563K +5,096 New
CM
278
Columbus Macro
Pennsylvania
$559K -$148K -1,343 -21%
HCC
279
Hirtle Callaghan & Co
Pennsylvania
$558K -$558K – –
CIBC World Market
280
CIBC World Market
Ontario, Canada
$558K +$313K +2,830 +128%
MAA
281
Matrix Asset Advisors
New York
$552K +$14.3K +129 +3%
FA
282
Fagan Associates
New York
$531K – – –
MPPLM
283
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$529K +$529K +4,786 New
HWM
284
Hemington Wealth Management
Virginia
$523K +$523K +4,735 New
QPWM
285
Quadrant Private Wealth Management
Pennsylvania
$521K -$39.9K -361 -7%
AWE
286
Avidian Wealth Enterprises
Texas
$516K – – –
CCM
287
Coldstream Capital Management
Washington
$512K – – –
LIM
288
Leavell Investment Management
Alabama
$503K -$5.52K -50 -1%
LWP
289
Legacy Wealth Planning
Nevada
$499K – – –
MIC
290
Means Investment Company
Maine
$492K +$492K +4,454 New
CCM
291
CWH Capital Management
Washington
$487K -$8.7M -78,629 -95%
NL
292
NVWM LLC
Pennsylvania
$484K +$355K +3,208 +274%
NFG
293
Next Financial Group
Texas
$484K +$378K +3,416 +355%
TAM
294
Tocqueville Asset Management
New York
$481K – – –
SWA
295
Stratos Wealth Advisors
Ohio
$476K -$424K -3,834 -47%
WWM
296
Wiser Wealth Management
Georgia
$475K +$475K +4,300 New
SCA
297
Stuart Chaussee & Associates
California
$473K -$224K -2,030 -32%
CAN
298
Cetera Advisor Networks
California
$472K +$773 +7 +0.2%
WCFA
299
Walkner Condon Financial Advisors
Wisconsin
$471K – – –
AAS
300
Avantax Advisory Services
Texas
$466K -$1.98M -17,932 -81%
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12
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