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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 %
SWM
201
Stockman Wealth Management
Montana
$552K – – –
M&T Bank
202
M&T Bank
New York
$552K +$141K +1,281 +34%
Deutsche Bank
203
Deutsche Bank
Germany
$548K +$11K +100 +2%
RJT
204
Raymond James Trust
Florida
$547K -$61.7K -560 -10%
Lido Advisors
205
Lido Advisors
California
$540K +$109K +989 +25%
SP
206
Symmetry Partners
Connecticut
$517K -$29.2K -265 -5%
SKK
207
Shepherd Kaplan Krochuk
Massachusetts
$517K -$9.92K -90 -2%
HC
208
Hamilton Capital
Ohio
$509K +$509K +4,611 New
3C
209
361 Capital
Colorado
$500K +$500K +4,536 New
JG
210
Jefferies Group
New York
$499K -$290K -2,627 -37%
S
211
SignatureFD
Georgia
$495K +$114K +1,032 +30%
FPS
212
Fieldpoint Private Securities
Connecticut
$479K +$402K +3,640 +520%
FGC
213
Financial Gravity Companies
Texas
$467K +$467K +4,228 New
WCM
214
Wealthcare Capital Management
Virginia
$457K – – –
SMH
215
Sanders Morris Harris
Texas
$452K +$452K +4,100 New
9WM
216
9258 Wealth Management
Ohio
$450K +$450K +4,082 New
PA
217
Probity Advisors
Texas
$447K +$447K +4,050 New
QAM
218
Questar Asset Management
Minnesota
$447K +$447K +4,052 New
Prudential Financial
219
Prudential Financial
New Jersey
$429K +$429K +3,886 New
AWA
220
Arete Wealth Advisors
Illinois
$423K +$423K +3,833 New
BAM
221
Belpointe Asset Management
Nevada
$416K -$138K -1,256 -25%
OCM
222
One Capital Management
California
$398K +$398K +3,609 New
OLA
223
Oliver Luxxe Assets
New Jersey
$387K +$52.9K +480 +16%
CCG
224
Ceeto Capital Group
Florida
$386K – – –
BWM
225
BT Wealth Management
Georgia
$381K +$381K +3,449 New
7 8
9
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