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iShares Short Treasury Bond ETF
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Overview Fund Activity

595 hedge funds and large institutions have $15.4B invested in iShares Short Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 211 increasing their positions, 205 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+44
Holders Change %
+7.99%
% of All Funds
9.6%
Holding in Top 10
85
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.59%
% of All Funds
1.37%
New
132
Increased
211
Reduced
205
Closed
75
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$365M
2
Mariner
Mariner
Kansas
+$143M
3
Morgan Stanley
Morgan Stanley
New York
+$137M
4
SW
SVB Wealth
Massachusetts
+$94.4M
5
Wells Fargo
Wells Fargo
California
+$84.7M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$1.57B
2
AWA
Arete Wealth Advisors
Illinois
-$678M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$592M
4
AssetMark Inc
AssetMark Inc
California
-$278M
5
FCH
Freestone Capital Holdings
Washington
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
276
Pacifica Partners
Canada
$1.81M +$20.1K +183 +1%
Nomura Asset Management
277
Nomura Asset Management
Japan
$1.73M +$1.73M +15,735 New
PFP
278
Pinnacle Financial Partners
Tennessee
$1.73M +$767K +6,981 +80%
SPC
279
Sigma Planning Corp
Michigan
$1.71M +$645K +5,865 +61%
PAG
280
Private Advisory Group
Washington
$1.69M -$25.6K -233 -1%
BOSSRA
281
B.O.S.S. Retirement Advisors
Utah
$1.68M +$1.68M +15,294 New
PFA
282
Pathway Financial Advisors
Vermont
$1.67M -$34K -309 -2%
Bank of New York Mellon
283
Bank of New York Mellon
New York
$1.64M -$358K -3,259 -18%
HWP
284
Heritage Wealth Partners
Ohio
$1.64M +$1.64M +14,922 New
PPP
285
Private Portfolio Partners
New Jersey
$1.62M -$50.9K -463 -3%
MWM
286
Maripau Wealth Management
Indiana
$1.61M -$181K -1,644 -10%
MBT
287
Montecito Bank & Trust
California
$1.6M +$1.31M +11,905 +453%
FAM
288
Forte Asset Management
New York
$1.59M – – –
KWM
289
Keebeck Wealth Management
Illinois
$1.57M -$6.6K -60 -0.4%
ONB
290
Old National Bancorp
Indiana
$1.56M +$1.56M +14,202 New
Wealth Enhancement Advisory Services
291
Wealth Enhancement Advisory Services
Minnesota
$1.56M +$4.52K +41 +0.3%
EWA
292
ERTS Wealth Advisors
Michigan
$1.54M -$2.41M -21,922 -61%
DI
293
Disciplined Investments
Oklahoma
$1.54M +$1.45M +13,149 +1,588%
CCWM
294
Cassaday & Co Wealth Management
Virginia
$1.52M +$1.52M +13,813 New
FIA
295
Foundations Investment Advisors
Arizona
$1.5M -$24.8M -225,371 -94%
PIA
296
Petredis Investment Advisors
Pennsylvania
$1.48M +$1.48M +13,459 New
DWM
297
Destination Wealth Management
California
$1.45M +$754K +6,862 +109%
MWM
298
MorganRosel Wealth Management
Colorado
$1.44M -$9.08M -82,610 -86%
MAM
299
Madison Asset Management
Wisconsin
$1.44M -$322K -2,929 -18%
AWM
300
Adams Wealth Management
Utah
$1.44M +$66K +600 +5%
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