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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 %
HKAM
76
Horizon Kinetics Asset Management
New York
$14.3M -$4.84M -43,668 -25%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$14.3M +$4.21M +38,060 +42%
HCM
78
Hudson Capital Management
New Jersey
$14.3M +$14.3M +128,859 New
ASN
79
Advisory Services Network
Georgia
$14.2M +$4.25M +38,338 +42%
KFA
80
Kays Financial Advisory
Georgia
$14.2M +$688K +6,215 +5%
NQWM
81
Northwest Quadrant Wealth Management
Oregon
$14.2M +$15.2K +137 +0.1%
HI
82
Hudock Inc
Pennsylvania
$13.8M +$10.6K +96 +0.1%
SAM
83
Strategy Asset Managers
California
$13.6M -$2.39M -21,551 -15%
CA
84
Calton & Associates
Florida
$13.5M -$2.73M -24,690 -17%
BS
85
Banco Santander
Spain
$13.4M +$1.04M +9,392 +8%
MAM
86
Madison Asset Management
Wisconsin
$13.3M +$8.65M +78,156 +186%
JIR
87
James Investment Research
Ohio
$13.1M -$1.68M -15,160 -11%
SFS
88
Sowell Financial Services
Arkansas
$12.9M +$7.42M +67,005 +136%
Mirae Asset Global Investments
89
Mirae Asset Global Investments
South Korea
$12.8M -$498K -4,500 -4%
VI
90
Vestcor Inc
New Brunswick, Canada
$12.7M – – –
SC
91
Scotia Capital
Ontario, Canada
$12.6M -$663K -5,986 -5%
VC
92
Vicus Capital
Pennsylvania
$12.5M +$11.2M +101,261 +843%
AFG
93
Affinia Financial Group
Massachusetts
$12.5M -$149K -1,348 -1%
WIC
94
Woodmont Investment Counsel
Tennessee
$12.4M +$808K +7,300 +7%
Bank of Nova Scotia
95
Bank of Nova Scotia
Ontario, Canada
$12.3M -$18M -162,524 -59%
BCM
96
Bourgeon Capital Management
Connecticut
$12M +$12M +108,176 New
FI
97
FormulaFolio Investments
Michigan
$12M -$5.8M -52,366 -33%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$11.9M -$15.3M -137,892 -56%
MWM
99
MinichMacGregor Wealth Management
New York
$11.8M +$11.8M +106,749 New
GJIC
100
Gamble Jones Investment Counsel
California
$11.7M +$26.9K +243 +0.2%
2 3
4
5 6