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iShares Short Treasury Bond ETF
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Overview Fund Activity

463 hedge funds and large institutions have $6.08B invested in iShares Short Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 117 increasing their positions, 156 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+41
Holders Change %
+9.72%
% of All Funds
7.15%
Holding in Top 10
27
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+42.11%
% of All Funds
0.42%
New
90
Increased
117
Reduced
156
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$115M
2
HHGA
Halbert Hargrove Global Advisors
California
+$97.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$63.6M
4
Morgan Stanley
Morgan Stanley
New York
+$57M
5
Bank of America
Bank of America
North Carolina
+$34.5M

Top Sellers

1
CRG
Cornerstone Retirement Group
Nevada
-$490M
2
BlackRock
BlackRock
New York
-$199M
3
Betterment LLC
Betterment LLC
New York
-$79.1M
4
Jane Street
Jane Street
New York
-$37.1M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIM
326
Delta Investment Management
California
$346K – – –
CRWM
327
Castle Rock Wealth Management
California
$341K – – –
PFG
328
PAX Financial Group
Texas
$340K +$340K +3,075 New
DFA
329
DHK Financial Advisors
New Hampshire
$338K +$338K +3,060 New
HKIMG
330
Hutchens & Kramer Investment Management Group
Indiana
$333K +$333K +3,020 New
FPS
331
Fieldpoint Private Securities
Connecticut
$328K -$16.5K -150 -5%
AWM
332
Alterna Wealth Management
Texas
$325K +$325K +2,945 New
MAWAG
333
Mid-American Wealth Advisory Group
Missouri
$318K +$318K +2,877 New
IUHSA
334
Itau Unibanco Holding S.A.
Brazil
$313K +$313K +2,836 New
FNB
335
Farmers National Bank
Kentucky
$310K +$310K +2,804 New
CWM
336
Chicago Wealth Management
Illinois
$305K -$11.5M -104,303 -97%
GWM
337
Geneos Wealth Management
Colorado
$303K -$14.7K -133 -5%
QPWM
338
Quadrant Private Wealth Management
Pennsylvania
$301K – – –
CRG
339
Cornerstone Retirement Group
Nevada
$301K -$490M -2,458,499 -100%
AWE
340
Avidian Wealth Enterprises
Texas
$298K -$25.1K -228 -8%
LWM
341
Laidlaw Wealth Management
New York
$295K +$295K +2,669 New
BCI
342
Brinker Capital Investments
Pennsylvania
$294K – – –
BPA
343
Beacon Pointe Advisors
California
$290K +$88.2K +800 +44%
II
344
Inspire Investing
Idaho
$289K +$289K +2,614 New
AIM
345
Anchor Investment Management
South Carolina
$287K – – –
BEAM
346
Baker Ellis Asset Management
Washington
$286K -$153K -1,390 -35%
B
347
Bellecapital
Switzerland
$284K – – –
DZ Bank
348
DZ Bank
Germany
$284K – – –
S
349
SignatureFD
Georgia
$284K +$2.76K +25 +1%
GIA
350
Gladstone Institutional Advisory
Florida
$283K +$47.4K +429 +20%
12 13
14
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