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iShares Short Treasury Bond ETF
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Overview Fund Activity

309 hedge funds and large institutions have $8.51B invested in iShares Short Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 108 increasing their positions, 50 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+84
Holders Change %
+37.33%
% of All Funds
6.9%
Holding in Top 10
52
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+100%
% of All Funds
1.16%
New
118
Increased
108
Reduced
50
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$1.86B
2
HI
Horizon Investments
North Carolina
+$296M
3
Betterment LLC
Betterment LLC
New York
+$228M
4
AssetMark Inc
AssetMark Inc
California
+$220M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$197M

Top Sellers

1
BlackRock
BlackRock
New York
-$346M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$64.4M
3
EIC
Equity Investment Corp
Georgia
-$52.7M
4
Jane Street
Jane Street
New York
-$47.6M
5
JIR
James Investment Research
Ohio
-$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
A
126
AdvicePeriod
California
$2.87M +$348K +3,048 +14%
LFA
127
Legacy Financial Advisors
Kentucky
$2.72M +$2.57M +23,297 +1,713%
MPPLM
128
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.67M +$2.67M +24,157 New
TAIM
129
TD Ameritrade Investment Management
Nebraska
$2.6M +$28K +254 +1%
SS
130
Sunbelt Securities
Texas
$2.56M +$2.56M +23,193 New
SWP
131
Strategic Wealth Partners
Ohio
$2.54M +$2.33M +18,015 +1,077%
CAG
132
Csenge Advisory Group
Florida
$2.54M +$2.35M +21,313 +1,275%
AI
133
Atria Investments
North Carolina
$2.48M +$2.48M +22,495 New
FF
134
Friedenthal Financial
New Jersey
$2.39M +$2.39M +21,631 New
GRP
135
Global Retirement Partners
California
$2.36M +$2.36M +21,399 New
IUHSA
136
Itau Unibanco Holding S.A.
Brazil
$2.34M +$272K +2,464 +13%
HSBC Holdings
137
HSBC Holdings
United Kingdom
$2.32M +$2.32M +21,053 New
FAAS
138
First Allied Advisory Services
California
$2.19M +$1.98M +17,904 +924%
Financial Engines Advisors
139
Financial Engines Advisors
California
$2.15M +$2.15M +19,509 New
AA
140
Alesco Advisors
New York
$2.12M -$242K -2,195 -10%
5L
141
55I LLC
Massachusetts
$2.09M +$2.09M +18,968 New
WS
142
Wedbush Securities
California
$2.01M +$1.2M +10,899 +149%
AWM
143
Alterna Wealth Management
Texas
$1.99M +$1.99M +18,050 New
IA
144
IFP Advisors
Florida
$1.97M +$1.54M +13,926 +352%
CCM
145
Crabel Capital Management
California
$1.85M – – –
IFS
146
Ifrah Financial Services
Arkansas
$1.77M -$32.5K -295 -2%
HFS
147
HL Financial Services
Kentucky
$1.76M -$17.2K -156 -1%
SEI Investments
148
SEI Investments
Pennsylvania
$1.66M +$56.3K +509 +4%
CAN
149
Cetera Advisor Networks
California
$1.63M +$1.31M +11,843 +399%
G
150
GenTrust
Florida
$1.63M +$1.63M +14,800 New
4 5
6
7 8