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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 %
EIA
151
Eldridge Investment Advisors
New Hampshire
$4.5M -$989K -8,935 -18%
TC
152
TownSquare Capital
Utah
$4.42M -$1.95M -17,655 -31%
UWM
153
USAdvisors Wealth Management
Minnesota
$4.29M +$4.29M +38,756 New
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$4.22M +$3.73M +33,695 +761%
GG
155
GenWealth Group
New Jersey
$4.15M -$43.5M -392,691 -91%
Bank of New York Mellon
156
Bank of New York Mellon
New York
$4.11M +$3.27M +29,557 +391%
IWC
157
Integrated Wealth Concepts
Massachusetts
$4.09M -$14.6M -131,639 -78%
PAG
158
Private Advisory Group
Washington
$4.07M +$4.07M +36,761 New
FIM
159
Freedom Investment Management
Connecticut
$4.07M -$640K -5,779 -14%
SAS
160
Stelac Advisory Services
New York
$4.05M – – –
HCM
161
HMS Capital Management
Tennessee
$3.91M +$395K +3,563 +11%
BCM
162
Brookstone Capital Management
Illinois
$3.82M +$3.82M +34,533 New
CWM
163
Chicago Wealth Management
Illinois
$3.78M -$57.9M -522,608 -94%
LWM
164
Lionsbridge Wealth Management
Florida
$3.7M -$30.2K -273 -0.8%
A
165
AdvicePeriod
California
$3.65M +$814K +7,351 +29%
CHJWM
166
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.53M -$2.21K -20 -0.1%
WA
167
Winfield Associates
Ohio
$3.51M +$2.15M +19,405 +158%
MA
168
Mutual Advisors
Nebraska
$3.46M -$4.14M -37,382 -54%
CC
169
Cadinha & Co
Hawaii
$3.33M -$86.8K -784 -3%
Kovitz Investment Group Partners
170
Kovitz Investment Group Partners
Illinois
$3.29M +$3.29M +29,729 New
DIM
171
Delta Investment Management
California
$3.29M +$664 +6 +0%
AssetMark Inc
172
AssetMark Inc
California
$3.28M -$168M -1,515,684 -98%
OWA
173
Outlook Wealth Advisors
Texas
$3.24M +$2.91M +26,243 +879%
AP
174
Advisors Preferred
Maryland
$3.17M +$1.09M +9,850 +52%
ATPW
175
Ashton Thomas Private Wealth
Arizona
$3.13M +$2.75M +24,854 +720%
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