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iShares Short Treasury Bond ETF

707 hedge funds and large institutions have $9.5B invested in iShares Short Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 286 increasing their positions, 260 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
64
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$86.5M
2 +$80.9M
3 +$77.9M
4
UBS Group
UBS Group
Switzerland
+$73.9M
5
Morgan Stanley
Morgan Stanley
New York
+$71.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
226
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.62M
CA
227
Clearstead Advisors
Ohio
$3.44M
AWS
228
Atria Wealth Solutions
New York
$3.41M
PWA
229
Principia Wealth Advisory
Texas
$3.38M
SAM
230
Strategy Asset Managers
California
$3.37M
Lido Advisors
231
Lido Advisors
California
$3.37M
BWP
232
Burling Wealth Partners
Illinois
$3.34M
FHC
233
First Heartland Consultants
Missouri
$3.33M
BL
234
Balentine LLC
Georgia
$3.28M
PPWP
235
Premier Path Wealth Partners
New Jersey
$3.27M
AG
236
Ascent Group
Virginia
$3.25M
FA
237
Fiduciary Alliance
South Carolina
$3.21M
SKK
238
Shepherd Kaplan Krochuk
Massachusetts
$3.19M
BWM
239
Bosman Wealth Management
California
$3.15M
AWM
240
Aegis Wealth Management
Maryland
$3.14M
MAM
241
Milestone Asset Management
Pennsylvania
$3.12M
GLA
242
Good Life Advisors
Pennsylvania
$3.09M
TC
243
Trilogy Capital
California
$3.07M
E3F
244
Eight 31 Financial
Texas
$3.07M
KFA
245
Kelleher Financial Advisors
New York
$3.02M
HA
246
HFG Advisors
Ohio
$3.01M
CF
247
Copperwynd Financial
Arizona
$3.01M
TWP
248
Tempus Wealth Planning
California
$3M
EH
249
Equitable Holdings
New York
$2.99M
SC
250
Sierra Capital
Florida
$2.98M