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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 %
MFRM
1
Milliman Financial Risk Management
Illinois
$1.79B -$1.86B -16,783,117 -51%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.22B -$77.9M -703,193 -6%
Morgan Stanley
3
Morgan Stanley
New York
$962M +$51.5M +464,739 +6%
Betterment LLC
4
Betterment LLC
New York
$881M +$62.1M +560,322 +8%
BlackRock
5
BlackRock
New York
$494M -$33.5M -302,522 -6%
Bank of America
6
Bank of America
North Carolina
$473M -$152M -1,371,176 -24%
Wells Fargo
7
Wells Fargo
California
$471M +$82.2M +742,661 +21%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$309M +$113M +1,023,720 +58%
Ameriprise
9
Ameriprise
Minnesota
$257M +$3.73M +34,543 +1%
Stifel Financial
10
Stifel Financial
Missouri
$187M -$14.1M -127,638 -7%
PC
11
Peavine Capital
Nevada
$174M +$51.2M +462,440 +42%
3AM
12
3EDGE Asset Management
Florida
$163M -$19.7M -177,602 -11%
UBS Group
13
UBS Group
Switzerland
$161M -$2.09M -18,836 -1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$138M +$13.3M +120,488 +11%
BBVA
15
Banco Bilbao Vizcaya Argentaria
Spain
$127M -$56.8M -512,937 -31%
CC
16
Cassaday & Co
Virginia
$124M +$31.2M +282,074 +34%
Bank Julius Baer & Co
17
Bank Julius Baer & Co
Switzerland
$98.7M +$98.7M +891,510 New
AWM
18
AE Wealth Management
Kansas
$92.1M -$169M -1,527,005 -65%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$86.8M +$20M +180,475 +30%
IA
20
IndexIQ Advisors
New York
$85.8M -$128M -1,160,221 -60%
HHGA
21
Halbert Hargrove Global Advisors
California
$85.3M -$631K -5,698 -0.7%
SS
22
Simplicity Solutions
Minnesota
$84.2M -$170M -1,534,835 -67%
JPG
23
Jordan Park Group
California
$81.3M +$48.3M +435,872 +146%
LPL Financial
24
LPL Financial
California
$67.7M -$8.32M -75,108 -11%
MMA
25
Miracle Mile Advisors
California
$66.5M +$24.5M +221,496 +58%
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