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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 %
CF
376
Centaurus Financial
California
$281K -$184K -1,665 -40%
RC
377
RegentAtlantic Capital
New Jersey
$279K +$10.7K +97 +4%
AFAS
378
Acorn Financial Advisory Services
Virginia
$276K +$49.9K +450 +22%
AWM
379
Altavista Wealth Management
North Carolina
$274K +$274K +2,478 New
CBFP
380
Cedar Brook Financial Partners
Ohio
$266K +$266K +2,405 New
CWM
381
Cahaba Wealth Management
Georgia
$264K +$664 +6 +0.3%
SWPG
382
Strategic Wealth Partners Group
Illinois
$261K +$261K +2,355 New
FIG
383
FundX Investment Group
California
$259K -$32.7M -295,674 -99%
MWM
384
Mattern Wealth Management
Kansas
$254K +$254K +2,296 New
CIBC World Market
385
CIBC World Market
Ontario, Canada
$251K -$1.83M -16,576 -88%
CCM
386
Coe Capital Management
Illinois
$250K – – –
SFP
387
Shepherd Financial Partners
Massachusetts
$243K +$243K +2,195 New
M&T Bank
388
M&T Bank
New York
$242K -$130K -1,177 -35%
Mercer Global Advisors
389
Mercer Global Advisors
Colorado
$233K -$629K -5,681 -73%
NFG
390
Next Financial Group
Texas
$233K -$37K -334 -14%
TWP
391
Tempus Wealth Planning
California
$229K – – –
RIA
392
Regal Investment Advisors
Michigan
$225K +$225K +2,033 New
DWT
393
Dorsey & Whitney Trust
South Dakota
$224K -$152K -1,374 -40%
FWP
394
FAS Wealth Partners
Kansas
$221K -$42.3K -382 -16%
FSA
395
Financial Sense Advisors
California
$220K -$7.83M -70,728 -97%
WA
396
Waverly Advisors
Alabama
$218K – – –
SIM
397
Stratos Investment Management
Ohio
$217K +$111 +1 +0.1%
VWA
398
Visionary Wealth Advisors
Illinois
$213K +$444 +4 +0.2%
VFP
399
Verus Financial Partners
Virginia
$210K +$210K +1,894 New
ECA
400
Elevated Capital Advisors
Utah
$210K +$210K +1,898 New
14 15
16
17 18