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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 %
AIP
301
Ameritas Investment Partners
Nebraska
$5K – – –
YWP
302
YorkBridge Wealth Partners
New York
$4K – – –
TFA
303
Transamerica Financial Advisors
Florida
$3K -$13.6K -113 -82%
Fidelity Investments
304
Fidelity Investments
Massachusetts
$1K -$176K -1,762 -99%
APSP
305
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K – – –
TL
306
TrueWealth LLC
Georgia
$1K – – –
FRA
307
Front Row Advisors
California
$1K – – –
NA
308
NewEdge Advisors
Louisiana
$264 +$264 +2,390 New
Schroder Investment Management Group
309
Schroder Investment Management Group
United Kingdom
– -$64.4M -582,787 Closed
CWM
310
Cornerstone Wealth Management
Missouri
– -$4.44M -490,108 Closed
KLC
311
Knowledge Leaders Capital
Colorado
– -$21.6M -195,745 Closed
Susquehanna International Group
312
Susquehanna International Group
Pennsylvania
– -$9.64M -87,302 Closed
MWM
313
MinichMacGregor Wealth Management
New York
– -$9.39M -85,121 Closed
IFWM
314
Institute for Wealth Management
Colorado
– -$5.2M -47,045 Closed
WCM
315
Weatherstone Capital Management
Colorado
– -$4.55M -41,185 Closed
FA
316
FDx Advisors
Illinois
– -$4.02M -36,400 Closed
APP
317
Avantax Planning Partners
Iowa
– -$1.59M -14,359 Closed
MCP
318
Mirador Capital Partners
California
– -$1.01M -9,176 Closed
FTS
319
Fifth Third Securities
Ohio
– -$842K -7,631 Closed
RA
320
RFG Advisory
Alabama
– -$694K -6,282 Closed
WP
321
WealthPLAN Partners
Nebraska
– -$675K -6,112 Closed
BOTW
322
Bank of the West
California
– -$618K -5,593 Closed
CA
323
CapWealth Advisors
Tennessee
– -$527K -4,776 Closed
F
324
Filament
Washington
– -$400K -3,627 Closed
ECM
325
Evergreen Capital Management
Washington
– -$296K -2,683 Closed
10 11 12
13
14