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iShares Short Treasury Bond ETF
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Overview Fund Activity

648 hedge funds and large institutions have $10.3B invested in iShares Short Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 243 increasing their positions, 256 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+14
Holders Change %
+2.21%
% of All Funds
10.33%
Holding in Top 10
96
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.03%
% of All Funds
1.53%
New
75
Increased
243
Reduced
256
Closed
54
Calls
$276K
Puts
–
Net Calls
+$276K
Net Calls Change
+$7.21M

Top Buyers

1
BlackRock
BlackRock
New York
+$157M
2
Jane Street
Jane Street
New York
+$135M
3
ACA
Anchor Capital Advisors
Massachusetts
+$123M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$69.4M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$66.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$230M
2
Cerity Partners
Cerity Partners
New York
-$95.6M
3
AIA
Acute Investment Advisory
Arizona
-$73.5M
4
AFP
Ausdal Financial Partners
Iowa
-$65.4M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$61.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
276
Venturi Wealth Management
Texas
$2.22M -$2.87K -26 -0.1%
HT
277
Headlands Technologies
Illinois
$2.16M +$2.16M +19,550 New
NP
278
Nilsine Partners
Colorado
$2.16M -$10.9M -98,260 -83%
Mercer Global Advisors
279
Mercer Global Advisors
Colorado
$2.14M -$5.94M -53,724 -73%
GFS
280
GYL Financial Synergies
Connecticut
$2.12M – – –
EGA
281
Eagle Global Advisors
Texas
$2.12M +$7.73K +70 +0.4%
LHWM
282
Lake Hills Wealth Management
Texas
$2.11M +$2.11M +19,135 New
ACI
283
Alpha Cubed Investments
California
$2.09M -$805K -7,285 -28%
Charles Schwab
284
Charles Schwab
California
$2.09M +$2.09M +18,896 New
DC
285
Davenport & Co
Virginia
$2.07M -$24K -217 -1%
PAG
286
Private Advisory Group
Washington
$2.05M +$162K +1,464 +9%
EIA
287
Edgemoor Investment Advisors
Maryland
$2.03M +$22.1K +200 +1%
IWA
288
Inspirion Wealth Advisors
Illinois
$2.01M – – –
CCM
289
Crabel Capital Management
California
$2.01M -$2.64M -23,909 -57%
DI
290
DFPG Investments
Utah
$1.98M +$1.06M +9,633 +116%
Thrivent Financial for Lutherans
291
Thrivent Financial for Lutherans
Minnesota
$1.95M -$2.06M -18,622 -51%
PWS
292
Precision Wealth Strategies
Missouri
$1.93M -$653K -5,912 -25%
MYIA
293
Mount Yale Investment Advisors
Colorado
$1.93M -$156K -1,414 -7%
LNWWM
294
Laird Norton Wetherby Wealth Management
California
$1.92M – – –
AA
295
Advisory Alpha
Michigan
$1.91M +$1.02M +9,249 +115%
IIA
296
IPG Investment Advisors
California
$1.84M -$105K -954 -5%
VT
297
Vise Technologies
New York
$1.83M +$1.3M +11,790 +248%
CPCM
298
Cardinal Point Capital Management
Ontario, Canada
$1.82M -$899K -8,135 -33%
SMG
299
Smart Money Group
Texas
$1.8M +$1.8M +16,271 New
SMFG
300
Sumitomo Mitsui Financial Group
Japan
$1.79M +$352K +3,182 +24%
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