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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 %
AAP
251
Arax Advisory Partners
Colorado
$2.41M -$200K -1,805 -8%
KWM
252
Keebeck Wealth Management
Illinois
$2.4M +$186K +1,683 +8%
CF
253
Clarity Financial
Texas
$2.39M – – –
KeyBank National Association
254
KeyBank National Association
Ohio
$2.38M +$24.1K +218 +1%
FTUS
255
Flow Traders U.S.
New York
$2.37M -$3.96M -35,843 -63%
GAM
256
Gould Asset Management
California
$2.35M -$285K -2,580 -11%
Brown Advisory
257
Brown Advisory
Maryland
$2.35M +$19.7K +178 +0.8%
EGA
258
Eagle Global Advisors
Texas
$2.34M -$33.2K -300 -1%
LA
259
LM Advisors
California
$2.33M -$9.95K -90 -0.4%
AF
260
Advisornet Financial
Minnesota
$2.26M +$1.53M +13,838 +208%
MAM
261
Milestone Asset Management
Pennsylvania
$2.25M +$2.25M +20,325 New
VWM
262
Venturi Wealth Management
Texas
$2.21M -$7.85K -71 -0.4%
GLA
263
Good Life Advisors
Pennsylvania
$2.21M +$31.2K +282 +1%
APG
264
Abacus Planning Group
South Carolina
$2.16M +$111 +1 +0%
AGA
265
Arkos Global Advisors
Texas
$2.12M +$111 +1 +0%
AWAG
266
ARS Wealth Advisors Group
Florida
$2.1M -$327K -2,959 -13%
CW
267
CreativeOne Wealth
Kansas
$2.1M +$1.46M +13,244 +231%
GFS
268
GYL Financial Synergies
Connecticut
$2.09M – – –
AL
269
Aspiriant LLC
California
$2.08M – – –
MBT
270
Montecito Bank & Trust
California
$2.08M -$2.67M -24,185 -56%
DAS
271
Diversify Advisory Services
Utah
$2.05M +$2.05M +18,596 New
PP
272
Pacifica Partners
Canada
$2.03M +$427K +3,869 +27%
WAM
273
Worth Asset Management
Texas
$2.03M -$676K -6,114 -25%
RAG
274
RIA Advisory Group
Iowa
$2.03M +$2.03M +18,341 New
IWA
275
Inspirion Wealth Advisors
Illinois
$2.01M -$2.32K -21 -0.1%
9 10
11
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