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iShares Short Treasury Bond ETF
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Overview Fund Activity

117 hedge funds and large institutions have $1.9B invested in iShares Short Treasury Bond ETF in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
3.13%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
18
Increased
30
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HHGA
Halbert Hargrove Global Advisors
California
+$69.5M
2
Citigroup
Citigroup
New York
+$52.5M
3
TCM
Tuttle Capital Management
Connecticut
+$15.8M
4
Betterment LLC
Betterment LLC
New York
+$13.4M
5
IA
IndexIQ Advisors
New York
+$13.1M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$75.4M
2
LPL Financial
LPL Financial
California
-$48.5M
3
Bank of America
Bank of America
North Carolina
-$30.5M
4
SWA
SFMG Wealth Advisors
Texas
-$21.5M
5
DS
DRW Securities
Illinois
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
Avior Wealth Management
Nebraska
$25K +$111 +1 +0.4%
CFA
102
Carroll Financial Associates
North Carolina
$22K – – –
AssetMark Inc
103
AssetMark Inc
California
$16K -$39.4K -362 -71%
MA
104
MCF Advisors
Kentucky
$16K +$16K +147 New
ASN
105
Advisory Services Network
Georgia
$13K – – –
GWS
106
Glassman Wealth Services
Virginia
$13K – – –
AC
107
Alexandria Capital
Virginia
$10K +$10K +90 New
IWC
108
Integrated Wealth Counsel
California
$10K +$10K +90 New
AOWM
109
Alpha Omega Wealth Management
Virginia
$6K -$3K -29 -33%
AIP
110
Ameritas Investment Partners
Nebraska
$5K – – –
ZB
111
Zions Bancorporation
Utah
$4K +$4K +36 New
IWM
112
Integrated Wealth Management
California
$1K -$10.3K -62 -91%
TFA
113
Transamerica Financial Advisors
Florida
$1K – – –
BlackRock
114
BlackRock
New York
$1K +$909 +10 +1,000%
WP
115
WealthPLAN Partners
Nebraska
$268 +$268 +2,422 New
DS
116
DRW Securities
Illinois
– -$18.2M -164,995 Closed
Citadel Advisors
117
Citadel Advisors
Florida
– -$17.6M -159,926 Closed
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
– -$2.03M -18,394 Closed
AIG
119
American International Group
New York
– -$1.37M -12,448 Closed
SFA
120
Stewardship Financial Advisors
Georgia
– -$1.32M -11,959 Closed
FHB
121
First Hawaiian Bank
Hawaii
– -$541K -4,898 Closed
CIC
122
Carnegie Investment Counsel
Ohio
– -$428K -3,877 Closed
PWAG
123
Polaris Wealth Advisory Group
California
– -$317K -2,875 Closed
ACM
124
Argentus Capital Management
Texas
– -$233K -2,113 Closed
NB
125
NBT Bank
New York
– -$226K -2,044 Closed
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5
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