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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 %
SIA
176
Strategic Investment Advisors
Michigan
$3.1M +$2.67M +24,083 +618%
IFWM
177
Institute for Wealth Management
Colorado
$3.06M +$968K +8,741 +46%
OSAM
178
O'Shaughnessy Asset Management
Connecticut
$2.93M +$1.61M +14,578 +123%
B
179
Barings
North Carolina
$2.91M – – –
RWB
180
RMR Wealth Builders
New Jersey
$2.87M +$2.87M +25,946 New
CAAS
181
Capital Asset Advisory Services
Michigan
$2.84M -$514K -4,639 -15%
RWM
182
Ritholtz Wealth Management
New York
$2.82M +$1.65M +14,906 +141%
SHIM
183
Stone House Investment Management
Pennsylvania
$2.8M -$7.21M -65,128 -72%
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$2.77M +$2.77M +25,048 New
PPW
185
Parcion Private Wealth
Washington
$2.74M -$1.61M -14,502 -37%
AR
186
Advisory Research
Illinois
$2.74M +$249K +2,250 +10%
CIG
187
Cairn Investment Group
Washington
$2.73M +$74.7K +675 +3%
CAN
188
Claraphi Advisory Network
United States
$2.71M +$1.65M +14,897 +156%
BEAM
189
Baker Ellis Asset Management
Washington
$2.69M +$55.4K +500 +2%
UCFA
190
United Capital Financial Advisors
Texas
$2.66M -$4.48M -40,434 -63%
BL
191
BFSG LLC
California
$2.63M -$2.61M -23,605 -50%
CRWM
192
Castle Rock Wealth Management
California
$2.63M -$3.27M -29,578 -55%
TAIM
193
TD Ameritrade Investment Management
Nebraska
$2.62M +$17.9K +162 +0.7%
AC
194
Apella Capital
Connecticut
$2.6M +$348K +3,141 +15%
SW
195
StrongBox Wealth
Missouri
$2.54M +$1.03M +9,301 +68%
AI
196
AdvisorShares Investments
Maryland
$2.52M +$194K +1,748 +8%
TIM
197
Tortoise Investment Management
New York
$2.51M -$86.3K -779 -3%
RHBC
198
R.H. Bluestein & Co
Michigan
$2.48M -$131K -1,185 -5%
SWA
199
SFMG Wealth Advisors
Texas
$2.44M -$155K -1,400 -6%
MFW
200
Meristem Family Wealth
Minnesota
$2.37M – – –
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