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iShares Short Treasury Bond ETF
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Overview Fund Activity

452 hedge funds and large institutions have $7.71B invested in iShares Short Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 114 increasing their positions, 188 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+14
Holders Change %
+3.2%
% of All Funds
8.02%
Holding in Top 10
34
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-30.61%
% of All Funds
0.6%
New
83
Increased
114
Reduced
188
Closed
63
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$112M
2
BlackRock
BlackRock
New York
+$89M
3
PC
Peavine Capital
Nevada
+$72M
4
LPL Financial
LPL Financial
California
+$37.7M
5
DWA
Divergent Wealth Advisors
Utah
+$35.2M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$688M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$409M
3
CC
Cassaday & Co
Virginia
-$129M
4
Jane Street
Jane Street
New York
-$79.2M
5
Ameriprise
Ameriprise
Minnesota
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
151
SFMG Wealth Advisors
Texas
$2.41M +$1.44K +13 +0.1%
A
152
AdvicePeriod
California
$2.39M -$220K -1,988 -8%
Prudential Financial
153
Prudential Financial
New Jersey
$2.36M +$1.46M +13,173 +161%
SCM
154
SOL Capital Management
Maryland
$2.35M -$2.06M -18,637 -47%
TAIM
155
TD Ameritrade Investment Management
Nebraska
$2.34M -$54K -489 -2%
KWM
156
Kingsview Wealth Management
Oregon
$2.34M +$986K +8,926 +73%
NA
157
NewEdge Advisors
Louisiana
$2.27M +$108K +974 +5%
ACM
158
Alethea Capital Management
Washington
$2.27M – – –
BEAM
159
Baker Ellis Asset Management
Washington
$2.25M -$367K -3,320 -14%
FWSM
160
First Wilshire Securities Management
California
$2.24M -$16.6K -150 -0.7%
PFA
161
Pathway Financial Advisors
Vermont
$2.2M -$2.94M -26,561 -57%
FIM
162
Freedom Investment Management
Connecticut
$2.2M -$1.54M -13,917 -41%
SW
163
SlateStone Wealth
Florida
$2.19M -$1.81M -16,369 -45%
PAS
164
Park Avenue Securities
New York
$2.16M -$2.65K -24 -0.1%
PFM
165
Patton Fund Management
Texas
$2.14M +$835K +7,551 +64%
Creative Planning
166
Creative Planning
Kansas
$2.12M +$329K +2,973 +18%
SS
167
Simplicity Solutions
Minnesota
$2.11M -$456K -4,126 -18%
CC
168
Cedar Capital
Illinois
$2.11M -$1.82M -16,471 -46%
HC
169
Hamilton Capital
Ohio
$2.1M -$4.96M -44,820 -70%
APCM
170
Alaska Permanent Capital Management
Alaska
$2.08M – – –
CIG
171
Cairn Investment Group
Washington
$2.08M +$64.1K +580 +3%
AC
172
Apella Capital
Connecticut
$2.04M -$460K -4,159 -18%
BII
173
Bainco International Investors
Massachusetts
$1.97M -$423K -3,825 -18%
MA
174
Mutual Advisors
Nebraska
$1.9M -$5.84M -52,824 -75%
AC
175
Annandale Capital
Texas
$1.88M +$1.88M +16,963 New
5 6
7
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