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iShares Short Treasury Bond ETF
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Overview Fund Activity

225 hedge funds and large institutions have $4.03B invested in iShares Short Treasury Bond ETF in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 55 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+8
Holders Change %
+3.69%
% of All Funds
5.15%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.6%
New
38
Increased
90
Reduced
55
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$168M
2
Wells Fargo
Wells Fargo
California
+$74.8M
3
GC
Grimes & Company
Massachusetts
+$36M
4
Morgan Stanley
Morgan Stanley
New York
+$34.1M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$34M

Top Sellers

1
BlackRock
BlackRock
New York
-$443M
2
Citigroup
Citigroup
New York
-$262M
3
PI
PFS Investments
Georgia
-$32.1M
4
WCM
Weatherstone Capital Management
Colorado
-$31M
5
CS
Credit Suisse
Switzerland
-$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOTW
126
Bank of the West
California
$618K – – –
RJT
127
Raymond James Trust
Florida
$610K -$91.8K -831 -13%
Asset Management One
128
Asset Management One
Japan
$574K – – –
PAG
129
Private Advisor Group
New Jersey
$559K +$345K +3,125 +161%
BAM
130
Belpointe Asset Management
Nevada
$556K +$556K +5,032 New
SWM
131
Stockman Wealth Management
Montana
$552K – – –
SP
132
Symmetry Partners
Connecticut
$547K -$8.06K -73 -1%
UCFA
133
United Capital Financial Advisors
Texas
$539K +$539K +4,880 New
Deutsche Bank
134
Deutsche Bank
Germany
$538K +$25.4K +230 +5%
SKK
135
Shepherd Kaplan Krochuk
Massachusetts
$528K -$12.2K -110 -2%
CA
136
CapWealth Advisors
Tennessee
$527K +$527K +4,776 New
SFA
137
Sequoia Financial Advisors
Ohio
$479K -$96.8K -877 -17%
FGAM
138
Financial Gravity Asset Management
Texas
$464K -$46K -417 -9%
CAM
139
Cidel Asset Management
Ontario, Canada
$460K – – –
WCM
140
Wealthcare Capital Management
Virginia
$458K – – –
CA
141
Cetera Advisors
Colorado
$454K +$23.5K +213 +5%
Truist Financial
142
Truist Financial
North Carolina
$454K +$30.4K +275 +7%
IA
143
IFP Advisors
Florida
$437K +$210K +1,903 +93%
Lido Advisors
144
Lido Advisors
California
$431K +$21.4K +194 +5%
SPC
145
Sigma Planning Corp
Michigan
$417K +$160K +1,448 +62%
M&T Bank
146
M&T Bank
New York
$412K +$53K +480 +15%
F
147
Filament
Washington
$400K -$331 -3 -0.1%
CS
148
Comerica Securities
Michigan
$398K -$75.1K -680 -16%
CCG
149
Ceeto Capital Group
Florida
$387K – – –
S
150
SignatureFD
Georgia
$382K +$36.3K +328 +10%
4 5
6
7 8