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iShares Short Treasury Bond ETF
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Overview Fund Activity

304 hedge funds and large institutions have $6.08B invested in iShares Short Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 94 increasing their positions, 107 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
-5
Holders Change %
-1.62%
% of All Funds
6.59%
Holding in Top 10
36
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-30.77%
% of All Funds
0.78%
New
68
Increased
94
Reduced
107
Closed
69
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$570M
2
Betterment LLC
Betterment LLC
New York
+$207M
3
CC
Cassaday & Co
Virginia
+$81.8M
4
FSA
Financial Sense Advisors
California
+$42.1M
5
BCM
BBT Capital Management
Texas
+$22.6M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$1.86B
2
GC
Grimes & Company
Massachusetts
-$250M
3
HI
Horizon Investments
North Carolina
-$206M
4
AssetMark Inc
AssetMark Inc
California
-$170M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
76
FormulaFolio Investments
Michigan
$8.28M +$8.28M +74,922 New
RVPG
77
Relative Value Partners Group
$8.17M -$546K -4,941 -6%
VR
78
Viridian RIA
Washington
$8.16M +$1.74M +15,726 +27%
WAAG
79
Wealth Alliance Advisory Group
Kansas
$7.98M -$1.75M -15,834 -18%
SPIA
80
Steward Partners Investment Advisory
New York
$7.71M +$823K +7,447 +12%
WIC
81
Woodmont Investment Counsel
Tennessee
$7.67M +$333K +3,012 +5%
PFA
82
Pathway Financial Advisors
Vermont
$7.66M +$7.66M +69,300 New
FIM
83
Freedom Investment Management
Connecticut
$7.32M -$1.96M -17,737 -21%
VFA
84
Voya Financial Advisors
Connecticut
$6.82M -$17.2M -155,713 -72%
JWM
85
Jackson Wealth Management
Florida
$6.7M -$213K -1,930 -3%
PAG
86
Private Advisor Group
New Jersey
$6.68M +$877K +7,929 +15%
Financial Engines Advisors
87
Financial Engines Advisors
California
$6.65M +$4.5M +40,674 +208%
FIG
88
FundX Investment Group
California
$6.19M -$713K -6,448 -10%
APA
89
American Portfolios Advisors
New York
$6.02M -$61.6K -557 -1%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$6M +$948K +8,576 +19%
SWP
91
Strategic Wealth Partners
Ohio
$5.72M +$3.55M +32,113 +163%
MWM
92
MorganRosel Wealth Management
Colorado
$5.52M -$7.4M -66,958 -57%
APCM
93
Alaska Permanent Capital Management
Alaska
$5.51M +$2.08M +18,848 +61%
SI
94
Stephens Inc
Arkansas
$5.18M -$1.07M -9,688 -17%
MPW
95
MA Private Wealth
California
$5.12M -$229K -2,071 -4%
KL
96
KWMG LLC
Kansas
$5.12M +$1.38M +12,465 +37%
MA
97
Mutual Advisors
Nebraska
$5.11M +$5.11M +46,225 New
A
98
AdvicePeriod
California
$4.97M +$2.09M +18,233 +72%
MAFM
99
Mid Atlantic Financial Management
Pennsylvania
$4.79M +$1.16M +10,515 +32%
B
100
Barings
North Carolina
$4.76M -$19.5M -176,721 -80%
2 3
4
5 6