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iShares Short Treasury Bond ETF
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Overview Fund Activity

117 hedge funds and large institutions have $1.36B invested in iShares Short Treasury Bond ETF in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
–
Holders Change %
0%
% of All Funds
3.13%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
16
Increased
26
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$24.5M
2
TCM
Tuttle Capital Management
Connecticut
+$7.73M
3
LPT
Legacy Private Trust
Wisconsin
+$7.06M
4
DS
DRW Securities
Illinois
+$5.57M
5
IA
IndexIQ Advisors
New York
+$2.15M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$300M
2
HHGA
Halbert Hargrove Global Advisors
California
-$69.5M
3
Citigroup
Citigroup
New York
-$53.6M
4
Morgan Stanley
Morgan Stanley
New York
-$22.3M
5
JIR
James Investment Research
Ohio
-$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
Avior Wealth Management
Nebraska
$32K +$6.71K +60 +27%
CFA
102
Carroll Financial Associates
North Carolina
$22K – – –
MA
103
MCF Advisors
Kentucky
$16K – – –
ASN
104
Advisory Services Network
Georgia
$13K – – –
GWS
105
Glassman Wealth Services
Virginia
$13K – – –
AC
106
Alexandria Capital
Virginia
$10K – – –
IWC
107
Integrated Wealth Counsel
California
$10K – – –
AOWM
108
Alpha Omega Wealth Management
Virginia
$6K – – –
WA
109
WFG Advisors
Texas
$6K +$6K +52 New
AIP
110
Ameritas Investment Partners
Nebraska
$5K – – –
AssetMark Inc
111
AssetMark Inc
California
$2K -$13.5K -128 -87%
TFA
112
Transamerica Financial Advisors
Florida
$1K – – –
BlackRock
113
BlackRock
New York
$1K – – –
IWM
114
Integrated Wealth Management
California
$1K – – –
NFG
115
Next Financial Group
Texas
$1K +$1K +13 New
HHGA
116
Halbert Hargrove Global Advisors
California
– -$69.5M -629,157 Closed
CS
117
Credit Suisse
Switzerland
– -$6.79M -61,485 Closed
VKH
118
Virtu KCG Holdings
New York
– -$5.96M -53,968 Closed
FCM
119
Firsthand Capital Management
California
– -$4.65M -42,100 Closed
CLOS
120
Compagnie Lombard Odier SCmA
Switzerland
– -$690K -6,250 Closed
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
– -$562K -5,091 Closed
Schroder Investment Management Group
122
Schroder Investment Management Group
United Kingdom
– -$453K -4,098 Closed
PAG
123
Private Advisor Group
New Jersey
– -$333K -3,020 Closed
SYBT
124
Stock Yards Bank & Trust
Kentucky
– -$288K -2,609 Closed
Bank of New York Mellon
125
Bank of New York Mellon
New York
– -$271K -2,453 Closed
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5
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