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iShares Short Treasury Bond ETF
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Overview Fund Activity

443 hedge funds and large institutions have $13.7B invested in iShares Short Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 159 increasing their positions, 131 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+52
Holders Change %
+13.3%
% of All Funds
9.79%
Holding in Top 10
79
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+92.68%
% of All Funds
1.75%
New
112
Increased
159
Reduced
131
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$3.66B
2
Morgan Stanley
Morgan Stanley
New York
+$615M
3
Bank of America
Bank of America
North Carolina
+$275M
4
AWM
AE Wealth Management
Kansas
+$260M
5
Betterment LLC
Betterment LLC
New York
+$255M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$515M
2
BlackRock
BlackRock
New York
-$305M
3
EIC
Equity Investment Corp
Georgia
-$236M
4
CC
Cassaday & Co
Virginia
-$124M
5
AssetMark Inc
AssetMark Inc
California
-$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
351
Cahaba Wealth Management
Georgia
$264K +$777 +7 +0.3%
FWP
352
FAS Wealth Partners
Kansas
$264K +$778 +7 +0.3%
SFP
353
Strategic Financial Partners
Oregon
$262K +$262K +2,363 New
Millennium Management
354
Millennium Management
New York
$257K -$23.9M -215,816 -99%
FIM
355
Fernwood Investment Management
Massachusetts
$257K +$11.1K +100 +5%
KWM
356
Kingsview Wealth Management
Oregon
$255K +$42.4K +382 +20%
CCM
357
Coe Capital Management
Illinois
$251K – – –
TWP
358
Tempus Wealth Planning
California
$230K -$37.6K -338 -14%
Fifth Third Bancorp
359
Fifth Third Bancorp
Ohio
$227K +$222 +2 +0.1%
AFAS
360
Acorn Financial Advisory Services
Virginia
$226K – – –
FGAM
361
Financial Gravity Asset Management
Texas
$223K -$313K -2,825 -58%
HPC
362
Hobart Private Capital
North Carolina
$220K +$220K +1,978 New
SIM
363
Stratos Investment Management
Ohio
$218K +$9.33K +84 +4%
WA
364
Waverly Advisors
Alabama
$218K +$218K +1,965 New
VWA
365
Visionary Wealth Advisors
Illinois
$213K -$648K -5,836 -75%
BWM
366
Baystate Wealth Management
Massachusetts
$212K +$556 +5 +0.3%
VDI
367
Vaughan David Investments
Illinois
$205K – – –
WIA
368
World Investment Advisors
California
$205K +$205K +1,851 New
WQ
369
Wealth Quarterback
New Jersey
$202K -$51.4M -462,761 -100%
OIS
370
Okabena Investment Services
Minnesota
$200K – – –
BAMG
371
Brand Asset Management Group
Missouri
$200K +$200K +1,800 New
VCP
372
Verus Capital Partners
Arizona
$181K +$57.1K +514 +46%
NSIM
373
North Star Investment Management
Illinois
$174K +$174K +1,565 New
CA
374
Clearstead Advisors
Ohio
$172K +$172K +1,553 New
FRA
375
Front Row Advisors
California
$160K +$159K +1,440 +24,000%
13 14
15
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