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iShares Short Treasury Bond ETF
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Overview Fund Activity

712 hedge funds and large institutions have $9.6B invested in iShares Short Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 277 increasing their positions, 265 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
9.67%
Holding in Top 10
81
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+22.73%
% of All Funds
1.1%
New
90
Increased
277
Reduced
265
Closed
76
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$269M
2
MW
Marks Wealth
Maryland
+$156M
3
AFP
Ausdal Financial Partners
Iowa
+$93.1M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$88.2M
5
OC
Oakworth Capital
Alabama
+$84.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$413M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$101M
3
ACA
Anchor Capital Advisors
Massachusetts
-$67.4M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$56.9M
5
BWM
Bulltick Wealth Management
Florida
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
226
MGO One Seven
Ohio
$3.69M +$47.9K +434 +1%
SS
227
SBI Securities
Japan
$3.68M -$883K -7,991 -19%
SLWA
228
San Luis Wealth Advisors
California
$3.65M +$1.14M +10,323 +46%
BL
229
BFSG LLC
California
$3.64M +$707K +6,397 +24%
VCM
230
Virtue Capital Management
Tennessee
$3.61M +$1.49M +13,453 +70%
PWA
231
Principia Wealth Advisory
Texas
$3.56M +$657K +5,964 +23%
CA
232
Clearstead Advisors
Ohio
$3.39M -$2.42M -21,868 -42%
MMA
233
Miracle Mile Advisors
California
$3.31M +$1.14M +10,293 +52%
SKK
234
Shepherd Kaplan Krochuk
Massachusetts
$3.29M -$5.37M -48,634 -62%
BL
235
Balentine LLC
Georgia
$3.28M – – –
FA
236
Fiduciary Alliance
South Carolina
$3.26M -$52.8K -478 -2%
PPWP
237
Premier Path Wealth Partners
New Jersey
$3.24M +$220K +1,994 +7%
SG
238
StoneX Group
New York
$3.2M +$2M +18,115 +167%
ARC
239
Advisor Resource Council
Texas
$3.17M +$3.17M +28,702 New
AWM
240
Aegis Wealth Management
Maryland
$3.14M +$3.14M +28,460 New
GLA
241
Good Life Advisors
Pennsylvania
$3.09M +$251K +2,268 +9%
SAM
242
Strategy Asset Managers
California
$3.08M +$735K +6,658 +31%
MAM
243
Milestone Asset Management
Pennsylvania
$3.05M +$24.9K +225 +0.8%
E3F
244
Eight 31 Financial
Texas
$3.01M -$36.3M -328,650 -92%
TSS
245
Two Sigma Securities
New York
$2.98M +$12.4K +112 +0.4%
KPWM
246
KDK Private Wealth Management
Texas
$2.94M -$48.1K -437 -2%
CAL
247
Capital Advisors Ltd
Ohio
$2.92M -$103K -935 -3%
WA
248
Waverly Advisors
Alabama
$2.87M +$2.87M +25,968 New
CF
249
Copperwynd Financial
Arizona
$2.84M +$2.84M +25,737 New
WCWM
250
Wooster Corthell Wealth Management
Connecticut
$2.83M +$1.09M +9,833 +62%
8 9
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