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iShares Short Treasury Bond ETF
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Overview Fund Activity

189 hedge funds and large institutions have $4.04B invested in iShares Short Treasury Bond ETF in 2018 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 74 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+37
Holders Change %
+24.34%
% of All Funds
4.34%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.37%
New
53
Increased
74
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$419M
2
BlackRock
BlackRock
New York
+$347M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$341M
4
EIC
Equity Investment Corp
Georgia
+$276M
5
BS
Banco Santander
Spain
+$112M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$78.3M
2
Bank of America
Bank of America
North Carolina
-$24.3M
3
CS
Credit Suisse
Switzerland
-$14.3M
4
RA
Rational Advisors
New York
-$12.6M
5
TCM
Tuttle Capital Management
Connecticut
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
151
Whittier Trust
California
$72K – – –
EK
152
Evensky & Katz
Florida
$62K +$59.8K +547 +2,735%
MSTVIM
153
Messner & Smith Theme Value Investment Management
California
$57K +$57K +512 New
NSIM
154
North Star Investment Management
Illinois
$55K – – –
LFG
155
LifePlan Financial Group
Ohio
$47K +$47K +423 New
BL
156
Balentine LLC
Georgia
$44K +$44K +400 New
JA
157
JOYN Advisors
Georgia
$42K +$42K +385 New
SQA
158
Simon Quick Advisors
New Jersey
$34K +$2.24K +20 +7%
William Blair & Company
159
William Blair & Company
Illinois
$33K +$33K +296 New
AWM
160
Avior Wealth Management
Nebraska
$32K – – –
DWA
161
Divergent Wealth Advisors
Utah
$28K +$28K +252 New
WCM
162
Wealthcare Capital Management
Virginia
$27K – – –
PMFA
163
Plante Moran Financial Advisors
Michigan
$26K +$26K +236 New
RFC
164
Regions Financial Corp
Alabama
$24K +$24K +220 New
VCM
165
Virtue Capital Management
Tennessee
$23K +$23K +205 New
CFA
166
Carroll Financial Associates
North Carolina
$22K – – –
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$22K +$22K +200 New
SPIA
168
Steward Partners Investment Advisory
New York
$22K +$22K +203 New
PA
169
Parallel Advisors
California
$19K – – –
AIM
170
Advantage Investment Management
Iowa
$19K +$19K +172 New
RCAG
171
Rehmann Capital Advisory Group
Michigan
$18K +$18K +160 New
1832 Asset Management
172
1832 Asset Management
Ontario, Canada
$16K – – –
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
SWM
174
SeaCrest Wealth Management
New York
$14K – – –
ML
175
McAdam LLC
Pennsylvania
$13K +$13K +115 New
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