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iShares Short Treasury Bond ETF
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Overview Fund Activity

680 hedge funds and large institutions have $8.4B invested in iShares Short Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 215 increasing their positions, 305 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
-15
Holders Change %
-2.16%
% of All Funds
9.86%
Holding in Top 10
68
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.07%
% of All Funds
0.99%
New
72
Increased
215
Reduced
305
Closed
77
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$153M
2
NRI
NFP Retirement Inc
California
+$115M
3
DWA
Divergent Wealth Advisors
Utah
+$42.8M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$41.5M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$40.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$738M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$103M
3
ACA
Anchor Capital Advisors
Massachusetts
-$78M
4
Goldman Sachs
Goldman Sachs
New York
-$76M
5
Betterment LLC
Betterment LLC
New York
-$58.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
226
Core Wealth Partners
California
$2.93M -$113K -1,021 -4%
IFWM
227
Institute for Wealth Management
Colorado
$2.93M -$1.06M -9,547 -26%
SCM
228
SOL Capital Management
Maryland
$2.9M +$1.4M +12,657 +93%
Prudential Financial
229
Prudential Financial
New Jersey
$2.83M -$299K -2,707 -10%
BW
230
Bison Wealth
Georgia
$2.82M -$7.89M -71,422 -74%
AA
231
Advisory Alpha
Michigan
$2.78M -$4.53K -41 -0.2%
FLPIM
232
F.L. Putnam Investment Management
Massachusetts
$2.72M -$407K -3,684 -13%
ACM
233
ADAR1 Capital Management
Texas
$2.71M – – –
Nuveen Asset Management
234
Nuveen Asset Management
Illinois
$2.7M +$2.7M +24,434 New
NA
235
NewEdge Advisors
Louisiana
$2.7M -$61.8K -559 -2%
BCM
236
Brookstone Capital Management
Illinois
$2.68M +$6.3K +57 +0.2%
RFN
237
RDA Financial Network
Iowa
$2.67M -$100K -908 -4%
ERIC
238
Eagle Rock Investment Company
Georgia
$2.63M – – –
TC
239
TAP Consulting
Missouri
$2.62M -$5.64K -51 -0.2%
MPPLM
240
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.62M +$2.06M +18,623 +367%
OFA
241
Oak Family Advisors
Illinois
$2.62M +$1.31M +11,840 +100%
AF
242
Allworth Financial
California
$2.6M -$626K -5,664 -19%
GWA
243
GGM Wealth Advisors
Maryland
$2.56M +$2.56M +23,239 New
BCI
244
Brinker Capital Investments
Pennsylvania
$2.55M -$6.24M -56,461 -71%
OPS
245
Orion Portfolio Solutions
Nebraska
$2.55M -$6.24M -56,461 -71%
Kovitz Investment Group Partners
246
Kovitz Investment Group Partners
Illinois
$2.54M -$147K -1,326 -5%
KIM
247
Karpus Investment Management
New York
$2.54M +$1.05M +9,490 +70%
Envestnet Portfolio Solutions
248
Envestnet Portfolio Solutions
Illinois
$2.5M +$73.1K +661 +3%
PS
249
Principal Securities
Iowa
$2.46M +$1.04M +9,390 +73%
PPWP
250
Premier Path Wealth Partners
New Jersey
$2.44M +$2.44M +22,384 New
8 9
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