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iShares Short Treasury Bond ETF
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Overview Fund Activity

463 hedge funds and large institutions have $6.08B invested in iShares Short Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 117 increasing their positions, 156 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+41
Holders Change %
+9.72%
% of All Funds
7.15%
Holding in Top 10
27
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+42.11%
% of All Funds
0.42%
New
90
Increased
117
Reduced
156
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$115M
2
HHGA
Halbert Hargrove Global Advisors
California
+$97.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$63.6M
4
Morgan Stanley
Morgan Stanley
New York
+$57M
5
Bank of America
Bank of America
North Carolina
+$34.5M

Top Sellers

1
CRG
Cornerstone Retirement Group
Nevada
-$490M
2
BlackRock
BlackRock
New York
-$199M
3
Betterment LLC
Betterment LLC
New York
-$79.1M
4
Jane Street
Jane Street
New York
-$37.1M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
251
SlateStone Wealth
Florida
$618K -$938K -8,500 -60%
MW
252
Milestone Wealth
New York
$618K +$618K +5,600 New
GWAM
253
Guardian Wealth Advisors (Minnesota)
Minnesota
$589K – – –
BAM
254
Belpointe Asset Management
Nevada
$582K -$410K -3,715 -41%
WBC
255
West Branch Capital
Massachusetts
$580K -$115K -1,037 -16%
SWM
256
Stockman Wealth Management
Montana
$574K – – –
SWM
257
Spire Wealth Management
Virginia
$572K -$428K -3,877 -43%
IAG
258
Investment Advisory Group
Massachusetts
$564K +$564K +5,116 New
CM
259
Columbus Macro
Pennsylvania
$559K – – –
COF
260
Capital One Financial
Virginia
$555K +$304K +2,752 +121%
BL
261
BFSG LLC
California
$552K +$30.9K +280 +6%
PC
262
Pecaut & Co
Iowa
$551K -$109K -992 -17%
SC
263
Sinecera Capital
Texas
$549K +$549K +4,951 New
CT
264
Cambridge Trust
Massachusetts
$549K +$549K +4,976 New
Bank of New York Mellon
265
Bank of New York Mellon
New York
$546K +$119K +1,078 +28%
HCP
266
Hexagon Capital Partners
Arkansas
$535K +$2.32K +21 +0.4%
ACM
267
Allred Capital Management
Texas
$527K -$1.88K -17 -0.4%
HWM
268
Hemington Wealth Management
Virginia
$523K – – –
EDRH
269
Edmond de Rothschild Holding
Switzerland
$522K – – –
MWM
270
Mascoma Wealth Management
New Hampshire
$519K +$166K +1,500 +47%
WCM
271
Wealthcare Capital Management
Virginia
$513K – – –
HKAM
272
Horizon Kinetics Asset Management
New York
$512K -$366K -3,314 -42%
AAS
273
Avantax Advisory Services
Texas
$510K +$95.1K +862 +23%
CCM
274
Coldstream Capital Management
Washington
$507K -$4.19K -38 -0.8%
EW
275
Emerson Wealth
Michigan
$504K -$71.7K -6,875 -12%
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