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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 %
William Blair & Company
301
William Blair & Company
Illinois
$1.97M +$999K +9,044 +103%
MIA
302
MMBG Investment Advisors
Florida
$1.96M -$117K -1,055 -6%
SCM
303
SOL Capital Management
Maryland
$1.95M -$3.77M -34,147 -66%
UCFA
304
United Capital Financial Advisors
Texas
$1.94M -$129K -1,171 -6%
AWAG
305
ARS Wealth Advisors Group
Florida
$1.93M -$4.86K -44 -0.3%
GA
306
Greenspring Advisors
Maryland
$1.92M +$167K +1,509 +10%
TPBG
307
Turning Point Benefit Group
Maryland
$1.87M +$718K +6,520 +63%
FFG
308
Foundry Financial Group
New Hampshire
$1.85M -$47.4K -429 -2%
FWM
309
Fonville Wealth Management
Virginia
$1.83M +$973K +8,806 +113%
SWA
310
Stratos Wealth Advisors
Ohio
$1.83M +$77.8K +704 +4%
TWP
311
Tempus Wealth Planning
California
$1.81M +$1.04M +9,385 +134%
Brown Advisory
312
Brown Advisory
Maryland
$1.8M -$458K -4,148 -20%
AllianceBernstein
313
AllianceBernstein
Tennessee
$1.8M -$1.3M -11,813 -42%
ATPW
314
Ashton Thomas Private Wealth
Arizona
$1.77M -$559K -5,059 -24%
JWCA
315
J.W. Coons Advisors
Ohio
$1.76M +$23.7K +215 +1%
GG
316
GenWealth Group
New Jersey
$1.76M +$606K +5,486 +53%
IIA
317
IPG Investment Advisors
California
$1.75M +$106K +958 +6%
LCC
318
Lincoln Capital Corp
Rhode Island
$1.74M -$17.2K -156 -1%
FMP
319
Financial Management Professionals
Texas
$1.71M +$775K +7,020 +83%
FPW
320
Flagship Private Wealth
Massachusetts
$1.7M -$2.3M -20,798 -57%
FDCDDQ
321
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.69M -$56.9M -514,759 -97%
RA
322
RFG Advisory
Alabama
$1.69M -$9.06M -82,041 -84%
Natixis Advisors
323
Natixis Advisors
Massachusetts
$1.67M -$4.41M -39,923 -72%
GS
324
GTS Securities
New York
$1.66M -$8.41M -76,152 -83%
EFG
325
Ehrlich Financial Group
California
$1.65M -$403K -3,644 -20%
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