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iShares Short Treasury Bond ETF
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Overview Fund Activity

634 hedge funds and large institutions have $10.3B invested in iShares Short Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 227 increasing their positions, 250 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+22
Holders Change %
+3.59%
% of All Funds
10%
Holding in Top 10
99
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.13%
% of All Funds
1.56%
New
94
Increased
227
Reduced
250
Closed
68
Calls
–
Puts
$6.93M
Net Calls
-$6.93M
Net Calls Change
-$557K

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$96.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$95.5M
3
Cerity Partners
Cerity Partners
New York
+$67.7M
4
FIA
Foundations Investment Advisors
Arizona
+$50.9M
5
AI
Accredited Investors
Minnesota
+$45.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.23B
2
Charles Schwab
Charles Schwab
California
-$361M
3
Morgan Stanley
Morgan Stanley
New York
-$126M
4
SWG
Summit Wealth Group
Vermont
-$115M
5
SW
SVB Wealth
Massachusetts
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBT
226
Montecito Bank & Trust
California
$3.75M +$456K +4,125 +14%
CF
227
Centaurus Financial
California
$3.65M -$586K -5,308 -14%
Wealthfront Advisers
228
Wealthfront Advisers
California
$3.6M +$2.55M +23,052 +241%
SFP
229
Shepherd Financial Partners
Massachusetts
$3.56M -$3.55M -32,144 -50%
MAM
230
Madison Asset Management
Wisconsin
$3.48M +$285K +2,578 +9%
GC
231
Gould Capital
Washington
$3.46M -$191K -1,730 -5%
CF
232
Copperwynd Financial
Arizona
$3.41M +$48.6K +440 +1%
CWP
233
Core Wealth Partners
California
$3.39M -$299K -2,709 -8%
BMCM
234
Burns Matteson Capital Management
New York
$3.39M -$606K -5,483 -15%
FFM
235
Forum Financial Management
Illinois
$3.29M +$1.28M +11,610 +64%
AWM
236
Apollon Wealth Management
South Carolina
$3.19M -$240K -2,177 -7%
IGWM
237
ICA Group Wealth Management
Colorado
$3.19M +$3.19M +28,883 New
PFM
238
Patton Fund Management
Texas
$3.18M -$622K -5,630 -16%
WP
239
WealthSource Partners
California
$3.15M +$194K +1,755 +7%
MCC
240
Money Concepts Capital
Florida
$3.12M -$32.3M -292,517 -91%
GA
241
GFS Advisors
Texas
$3.04M +$18.8K +170 +0.6%
BFA
242
Beaumont Financial Advisors
Massachusetts
$3M – – –
KWM
243
Keebeck Wealth Management
Illinois
$3M +$1.44M +13,066 +93%
VIA
244
Vident Investment Advisory
Georgia
$3M -$3.48M -31,521 -54%
NA
245
NewEdge Advisors
Louisiana
$2.93M +$731K +6,615 +33%
AWM
246
Alterna Wealth Management
Texas
$2.9M +$2.9M +26,244 New
ACI
247
Alpha Cubed Investments
California
$2.9M -$385K -3,486 -12%
WI
248
WBI Investments
New Jersey
$2.88M +$2.01M +18,224 +231%
AWS
249
Atria Wealth Solutions
New York
$2.85M -$615K -5,570 -18%
MAM
250
Mastrapasqua Asset Management
Tennessee
$2.81M -$55.2K -500 -2%
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