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iShares Short Treasury Bond ETF
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Overview Fund Activity

595 hedge funds and large institutions have $15.4B invested in iShares Short Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 211 increasing their positions, 205 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+44
Holders Change %
+7.99%
% of All Funds
9.6%
Holding in Top 10
85
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.59%
% of All Funds
1.37%
New
132
Increased
211
Reduced
205
Closed
75
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$365M
2
Mariner
Mariner
Kansas
+$143M
3
Morgan Stanley
Morgan Stanley
New York
+$137M
4
SW
SVB Wealth
Massachusetts
+$94.4M
5
Wells Fargo
Wells Fargo
California
+$84.7M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$1.57B
2
AWA
Arete Wealth Advisors
Illinois
-$678M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$592M
4
AssetMark Inc
AssetMark Inc
California
-$278M
5
FCH
Freestone Capital Holdings
Washington
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
SKK
226
Shepherd Kaplan Krochuk
Massachusetts
$3.05M +$117K +1,060 +4%
SFP
227
Shepherd Financial Partners
Massachusetts
$3.03M +$1.14M +10,380 +60%
JFG
228
Jefferies Financial Group
New York
$2.99M +$2.99M +27,224 New
GA
229
GFS Advisors
Texas
$2.95M -$27.5K -250 -0.9%
FMN
230
Financial Management Network
California
$2.95M +$2.95M +26,810 New
Kovitz Investment Group Partners
231
Kovitz Investment Group Partners
Illinois
$2.91M -$13.7K -125 -0.5%
RWB
232
RMR Wealth Builders
New Jersey
$2.89M +$894K +8,131 +45%
PFM
233
Patton Fund Management
Texas
$2.87M -$14.7K -134 -0.5%
APG
234
Abacus Planning Group
South Carolina
$2.85M +$757K +6,887 +36%
LF
235
Lee Financial
Texas
$2.79M +$2.79M +25,340 New
OFG
236
OmniStar Financial Group
North Carolina
$2.77M +$26.2K +238 +1%
CAAS
237
Capital Asset Advisory Services
Michigan
$2.73M +$2.73M +12,253 New
CFGS
238
Concourse Financial Group Securities
Alabama
$2.71M +$599K +5,451 +28%
BA
239
Bridge Advisory
California
$2.63M +$2.63M +23,941 New
EAMA
240
EFG Asset Management (Americas)
Florida
$2.62M -$8.68K -79 -0.3%
GA
241
Greenspring Advisors
Maryland
$2.61M -$231K -2,102 -8%
Principal Financial Group
242
Principal Financial Group
Iowa
$2.57M +$2.57M +23,375 New
TA
243
Townsend & Associates
Colorado
$2.52M +$2.52M +22,869 New
SPWM
244
Spartan Planning & Wealth Management
North Carolina
$2.5M -$14M -127,568 -85%
VC
245
Veracity Capital
Georgia
$2.46M +$112K +1,019 +5%
FA
246
Fermata Advisors
California
$2.44M +$727K +6,616 +43%
MFC
247
Morris Financial Concepts
South Carolina
$2.39M +$2.27M +20,669 +1,976%
DC
248
Davenport & Co
Virginia
$2.33M -$178K -1,619 -7%
ML
249
Mayport LLC
Massachusetts
$2.3M -$549K -4,990 -19%
TAIM
250
TD Ameritrade Investment Management
Nebraska
$2.28M -$232K -2,114 -9%
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