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iShares Short Treasury Bond ETF
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Overview Fund Activity

473 hedge funds and large institutions have $11B invested in iShares Short Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 158 increasing their positions, 159 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+30
Holders Change %
+6.77%
% of All Funds
9.72%
Holding in Top 10
69
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.66%
% of All Funds
1.42%
New
95
Increased
158
Reduced
159
Closed
62
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$113M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$98.7M
3
Wells Fargo
Wells Fargo
California
+$82.2M
4
Betterment LLC
Betterment LLC
New York
+$62.1M
5
Jane Street
Jane Street
New York
+$59.2M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$1.86B
2
Osaic Holdings
Osaic Holdings
Arizona
-$291M
3
SS
Simplicity Solutions
Minnesota
-$170M
4
AWM
AE Wealth Management
Kansas
-$169M
5
AssetMark Inc
AssetMark Inc
California
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
326
Vivaldi Capital Management
Illinois
$499K +$499K +4,507 New
TC
327
Telemus Capital
Michigan
$498K -$88.1K -796 -15%
Mackenzie Financial
328
Mackenzie Financial
Ontario, Canada
$493K +$493K +4,448 New
BAM
329
Belpointe Asset Management
Nevada
$489K -$5.5M -49,725 -92%
MWM
330
Minot Wealth Management
Massachusetts
$489K +$25K +226 +5%
PCP
331
Proficio Capital Partners
Massachusetts
$487K -$1.61M -14,485 -77%
ACM
332
Allred Capital Management
Texas
$486K -$116K -1,051 -19%
TAM
333
Tocqueville Asset Management
New York
$482K -$6.32K -57 -1%
VAG
334
VisionPoint Advisory Group
Texas
$476K -$109K -986 -19%
LIM
335
Leavell Investment Management
Alabama
$471K +$471K +4,249 New
SLG
336
Stanley-Laman Group
Pennsylvania
$464K +$443 +4 +0.1%
WCM
337
Wealthcare Capital Management
Virginia
$459K – – –
SWM
338
Stockman Wealth Management
Montana
$443K – – –
OFG
339
Oxford Financial Group
Indiana
$436K -$374K -3,375 -46%
BF
340
BOK Financial
Oklahoma
$434K -$58K -524 -12%
EP
341
Eudaimonia Partners
Tennessee
$428K +$428K +3,862 New
CAPTRUST Financial Advisors
342
CAPTRUST Financial Advisors
North Carolina
$424K +$351K +3,176 +484%
SG
343
StoneX Group
New York
$417K +$417K +3,770 New
WCG
344
Weaver Consulting Group
California
$416K -$97.7K -883 -19%
QPWM
345
Quadrant Private Wealth Management
Pennsylvania
$409K +$409K +3,694 New
FPS
346
Fieldpoint Private Securities
Connecticut
$395K +$18.4K +166 +5%
EAMA
347
EFG Asset Management (Americas)
Florida
$394K -$7.43M -67,097 -95%
CCG
348
Ceeto Capital Group
Florida
$388K – – –
CW
349
CreativeOne Wealth
Kansas
$387K +$387K +3,492 New
PCM
350
Pennsylvania Capital Management
Pennsylvania
$387K +$387K +3,499 New
12 13
14
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