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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 %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$11.4M +$374K +3,379 +3%
IIA
102
IPG Investment Advisors
California
$11.1M -$2.61M -23,540 -19%
PA
103
Parallel Advisors
California
$10.7M +$8.37M +75,612 +368%
Mariner
104
Mariner
Kansas
$10.6M +$10.6M +95,347 New
AWM
105
Aprio Wealth Management
Georgia
$10.3M -$5.99M -54,084 -37%
PAG
106
Private Advisor Group
New Jersey
$10.1M -$6.4M -57,818 -39%
APA
107
American Portfolios Advisors
New York
$9.89M +$3.18M +28,747 +47%
G
108
GenTrust
Florida
$9.87M +$6.15M +55,513 +165%
VR
109
Viridian RIA
Washington
$9.66M -$1.38M -12,483 -13%
CCM
110
CWH Capital Management
Washington
$9.46M -$537K -4,851 -5%
JIP
111
Jaffetilchin Investment Partners
Florida
$9.29M +$8.76M +79,120 +1,660%
ETC
112
Exchange Traded Concepts
Oklahoma
$8.78M +$8.78M +79,306 New
SWG
113
Summit Wealth Group
Vermont
$8.71M -$789K -7,124 -8%
HC
114
Hamilton Capital
Ohio
$8.68M -$45.4M -409,907 -84%
AAMA
115
Advanced Asset Management Advisors
Ohio
$8.53M +$7.9M +71,360 +1,255%
MAFM
116
Mid Atlantic Financial Management
Pennsylvania
$8.32M +$1.33M +12,043 +19%
SW
117
SlateStone Wealth
Florida
$7.85M +$7.85M +70,874 New
WAS
118
Winch Advisory Services
Wisconsin
$7.83M +$1.66M +15,026 +27%
LAS
119
Lloyd Advisory Services
Georgia
$7.58M -$46.1M -416,505 -86%
VFA
120
Voya Financial Advisors
Connecticut
$7.33M -$301K -2,720 -4%
PFA
121
Pathway Financial Advisors
Vermont
$7.19M -$355K -3,202 -5%
APCM
122
Alaska Permanent Capital Management
Alaska
$7.15M -$1.56M -14,075 -18%
TC
123
Trilogy Capital
California
$7.09M +$119K +1,074 +2%
EC
124
Estate Counselors
Wisconsin
$6.94M +$6.94M +62,690 New
OPS
125
Orion Portfolio Solutions
Nebraska
$6.78M -$808K -7,300 -11%
3 4
5
6 7