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iShares Short Treasury Bond ETF
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Overview Fund Activity

634 hedge funds and large institutions have $10.3B invested in iShares Short Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 227 increasing their positions, 250 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+22
Holders Change %
+3.59%
% of All Funds
10%
Holding in Top 10
99
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.13%
% of All Funds
1.56%
New
94
Increased
227
Reduced
250
Closed
68
Calls
–
Puts
$6.93M
Net Calls
-$6.93M
Net Calls Change
-$557K

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$96.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$95.5M
3
Cerity Partners
Cerity Partners
New York
+$67.7M
4
FIA
Foundations Investment Advisors
Arizona
+$50.9M
5
AI
Accredited Investors
Minnesota
+$45.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.23B
2
Charles Schwab
Charles Schwab
California
-$361M
3
Morgan Stanley
Morgan Stanley
New York
-$126M
4
SWG
Summit Wealth Group
Vermont
-$115M
5
SW
SVB Wealth
Massachusetts
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFA
301
Gallagher Fiduciary Advisors
Illinois
$1.75M +$115K +1,035 +7%
CA
302
CapWealth Advisors
Tennessee
$1.67M -$1.04M -9,374 -38%
PFS
303
Prospera Financial Services
Texas
$1.63M +$256K +2,314 +19%
RIA
304
Realta Investment Advisors
Delaware
$1.63M -$133K -1,204 -8%
GAM
305
Gould Asset Management
California
$1.62M -$111K -1,007 -6%
PFP
306
Pinnacle Financial Partners
Tennessee
$1.58M -$179K -1,617 -10%
WFC
307
Western Financial Corp
California
$1.54M -$25.3K -229 -2%
FHC
308
First Heartland Consultants
Missouri
$1.53M -$2.86M -25,937 -65%
ISWM
309
Independent Solutions Wealth Management
New York
$1.52M +$873K +7,904 +135%
HW
310
Hamilton Wealth
California
$1.46M -$117K -1,061 -7%
SAG
311
SageView Advisory Group
California
$1.46M +$1.46M +13,177 New
PFA
312
Pathway Financial Advisors
Vermont
$1.46M – – –
SMFG
313
Sumitomo Mitsui Financial Group
Japan
$1.44M +$1.44M +13,035 New
FAG
314
Fortitude Advisory Group
Washington
$1.43M +$251K +2,276 +21%
EC
315
EdgeRock Capital
Colorado
$1.42M +$488K +4,421 +52%
PWM
316
Perigon Wealth Management
California
$1.41M +$912K +8,256 +182%
SL
317
Salomon & Ludwin
Virginia
$1.4M +$398K +3,600 +40%
LNWTC
318
Laird Norton Wetherby Trust Company
Washington
$1.38M -$552K -4,995 -29%
TCM
319
Triumph Capital Management
Colorado
$1.36M -$4.29M -38,803 -76%
SAM
320
Strategy Asset Managers
California
$1.36M -$39.7K -359 -3%
FA
321
Forefront Analytics
Pennsylvania
$1.33M +$7.51K +68 +0.6%
SAS
322
Sage Advisory Services
Texas
$1.33M +$1.33M +12,078 New
FA
323
Flagstar Advisors
New York
$1.31M +$12.3K +111 +0.9%
AA
324
Alesco Advisors
New York
$1.29M +$173K +1,570 +15%
NAG
325
Northstar Advisory Group
New Jersey
$1.29M -$10.8M -97,410 -89%
11 12
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