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iShares Short Treasury Bond ETF
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Overview Fund Activity

491 hedge funds and large institutions have $9.41B invested in iShares Short Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 146 increasing their positions, 152 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+28
Holders Change %
+6.05%
% of All Funds
7.77%
Holding in Top 10
47
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+74.07%
% of All Funds
0.74%
New
93
Increased
146
Reduced
152
Closed
58
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$1.06B
2
BlackRock
BlackRock
New York
+$441M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$418M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$339M
5
CRG
Cornerstone Retirement Group
Nevada
+$201M

Top Sellers

1
PC
Peavine Capital
Nevada
-$94.9M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$84M
3
Morgan Stanley
Morgan Stanley
New York
-$67.1M
4
Betterment LLC
Betterment LLC
New York
-$64.7M
5
WS
Wedbush Securities
California
-$56.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
301
Coldstream Capital Management
Washington
$507K – – –
EW
302
Emerson Wealth
Michigan
$503K +$291 +28 +0.1%
MCM
303
Mattern Capital Management
Colorado
$501K -$349K -3,171 -41%
SC
304
Sierra Capital
Florida
$496K – – –
William Blair & Company
305
William Blair & Company
Illinois
$493K -$7.06K -64 -1%
CFGS
306
Concourse Financial Group Securities
Alabama
$492K -$562K -5,094 -53%
IAA
307
Independent Advisor Alliance
North Carolina
$483K +$12K +109 +3%
TAM
308
Tocqueville Asset Management
New York
$480K – – –
BFG
309
Barber Financial Group
Kansas
$480K +$883 +8 +0.2%
W
310
WealthOne
New York
$473K +$473K +4,294 New
PA
311
Perennial Advisors
New York
$465K -$784K -7,113 -63%
Vontobel Holding
312
Vontobel Holding
Switzerland
$463K -$27.8K -252 -6%
TIAM2
313
Tru Independence Asset Management 2
Oregon
$463K – – –
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$457K -$31.1K -282 -6%
AWM
315
Adams Wealth Management
Utah
$452K +$452K +4,100 New
LWM
316
Laidlaw Wealth Management
New York
$445K +$150K +1,363 +51%
ACA
317
Aptus Capital Advisors
Alabama
$438K +$68.9K +625 +19%
1832 Asset Management
318
1832 Asset Management
Ontario, Canada
$435K -$787K -7,236 -64%
AAS
319
Avantax Advisory Services
Texas
$432K -$77.4K -702 -15%
FA
320
Fortis Advisors
Pennsylvania
$431K – – –
WA
321
Wealth Alliance
New York
$427K -$53.5K -486 -11%
FMP
322
Financial Management Professionals
Texas
$410K – – –
CA
323
Calton & Associates
Florida
$409K -$215K -1,950 -34%
NMG
324
New Millennium Group
Utah
$406K -$2.98K -27 -0.7%
SEI Investments
325
SEI Investments
Pennsylvania
$406K +$33.1K +299 +9%
11 12
13
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