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iShares Short Treasury Bond ETF
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Overview Fund Activity

527 hedge funds and large institutions have $13.6B invested in iShares Short Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 209 increasing their positions, 143 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+36
Holders Change %
+7.33%
% of All Funds
8.91%
Holding in Top 10
76
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+61.7%
% of All Funds
1.29%
New
96
Increased
209
Reduced
143
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$1.26B
2
FCH
Freestone Capital Holdings
Washington
+$716M
3
BlackRock
BlackRock
New York
+$538M
4
GC
Grimes & Company
Massachusetts
+$300M
5
TAM
Tucker Asset Management
Colorado
+$288M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$659M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$270M
3
CRG
Cornerstone Retirement Group
Nevada
-$142M
4
PC
Peavine Capital
Nevada
-$117M
5
3AM
3EDGE Asset Management
Florida
-$65.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
326
Adams Wealth Management
Utah
$658K +$206K +1,875 +46%
GWM
327
Geneos Wealth Management
Colorado
$630K +$340K +3,091 +117%
GW
328
GW & Wade
Massachusetts
$629K +$629K +5,715 New
JWBC
329
John W. Brooker & Co
California
$624K -$294K -2,669 -32%
BMCM
330
Bryn Mawr Capital Management
Pennsylvania
$624K – – –
CBFP
331
Cedar Brook Financial Partners
Ohio
$621K +$245K +2,220 +65%
MFG
332
Menard Financial Group
Texas
$617K -$660K -5,997 -52%
MW
333
Milestone Wealth
New York
$617K – – –
ACM
334
Absolute Capital Management
Pennsylvania
$609K +$609K +5,535 New
CCM
335
Coldstream Capital Management
Washington
$595K +$88.8K +806 +18%
COCM
336
Charter Oak Capital Management
New Hampshire
$593K -$71.8K -652 -11%
BSW
337
Buckingham Strategic Wealth
Missouri
$589K +$589K +5,348 New
OPWM
338
Oakwell Private Wealth Management
Texas
$583K +$374K +3,399 +179%
WBC
339
West Branch Capital
Massachusetts
$579K +$551 +5 +0.1%
GWAM
340
Guardian Wealth Advisors (Minnesota)
Minnesota
$578K – – –
SWM
341
Stockman Wealth Management
Montana
$573K – – –
SFPM
342
Sensible Financial Planning & Management
Massachusetts
$557K +$557K +5,058 New
MSWM
343
Mader & Shannon Wealth Management
Missouri
$554K -$3.05M -27,750 -85%
IAG
344
Investment Advisory Group
Massachusetts
$552K – – –
PC
345
Pecaut & Co
Iowa
$550K – – –
PCIA
346
Prime Capital Investment Advisors
Kansas
$541K +$541K +4,913 New
SC
347
Sinecera Capital
Texas
$536K -$3.75K -34 -0.7%
SPWM
348
Schrum Private Wealth Management
Florida
$534K +$661 +6 +0.1%
EDRH
349
Edmond de Rothschild Holding
Switzerland
$521K – – –
HWM
350
Hemington Wealth Management
Virginia
$521K – – –
12 13
14
15 16