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iShares Short Treasury Bond ETF
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Overview Fund Activity

712 hedge funds and large institutions have $9.6B invested in iShares Short Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 277 increasing their positions, 265 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
9.67%
Holding in Top 10
81
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+22.73%
% of All Funds
1.1%
New
90
Increased
277
Reduced
265
Closed
76
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$269M
2
MW
Marks Wealth
Maryland
+$156M
3
AFP
Ausdal Financial Partners
Iowa
+$93.1M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$88.2M
5
OC
Oakworth Capital
Alabama
+$84.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$413M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$101M
3
ACA
Anchor Capital Advisors
Massachusetts
-$67.4M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$56.9M
5
BWM
Bulltick Wealth Management
Florida
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
276
Focus Partners Advisor Solutions
Missouri
$2.39M -$217K -1,965 -8%
SCA
277
Snowden Capital Advisors
New York
$2.36M -$93.1K -843 -4%
KFA
278
Kelleher Financial Advisors
New York
$2.35M +$2.35M +21,247 New
GVAG
279
Great Valley Advisor Group
Delaware
$2.35M -$520K -4,709 -18%
MSA
280
Marino Stram & Associates
Massachusetts
$2.34M -$386K -3,495 -14%
FFM
281
Forum Financial Management
Illinois
$2.33M -$1.12M -10,116 -32%
AAS
282
Ameritas Advisory Services
Nebraska
$2.32M +$529K +4,793 +30%
ERIC
283
Eagle Rock Investment Company
Georgia
$2.32M – – –
BWM
284
Birchcreek Wealth Management
Ohio
$2.32M -$122K -1,106 -5%
PFP
285
Pinnacle Financial Partners
Tennessee
$2.3M -$719K -6,526 -24%
AA
286
Argent Advisors
Louisiana
$2.26M +$156K +1,413 +7%
OAS
287
Optivise Advisory Services
Tennessee
$2.26M -$13.6K -123 -0.6%
SFP
288
Shepherd Financial Partners
Massachusetts
$2.25M -$249K -2,256 -10%
WCP
289
Wick Capital Partners
Pennsylvania
$2.23M +$233K +2,108 +12%
TWC
290
TD Waterhouse Canada
Ontario, Canada
$2.23M +$1.35M +12,277 +154%
FA
291
Fermata Advisors
California
$2.18M -$396K -3,583 -15%
AL
292
Aspiriant LLC
California
$2.18M +$48.1K +435 +2%
AFG
293
Atomi Financial Group
New York
$2.12M +$65.7K +595 +3%
AA
294
Advisory Alpha
Michigan
$2.12M +$218K +1,973 +11%
APG
295
Abacus Planning Group
South Carolina
$2.11M -$14.9K -135 -0.7%
TCG
296
Transcendent Capital Group
Oklahoma
$2.09M -$66.3K -600 -3%
SL
297
SWMG LLC
Texas
$2.03M +$2.03M +18,398 New
IWA
298
Inspirion Wealth Advisors
Illinois
$2.01M – – –
BB
299
Berkshire Bank
Massachusetts
$1.99M +$351K +3,180 +21%
AWM
300
Atticus Wealth Management
Florida
$1.98M -$299K -2,711 -13%
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