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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 %
VAS
326
Vestmark Advisory Solutions
Massachusetts
$1.28M +$646K +5,849 +102%
RI
327
Rinkey Investments
California
$1.28M – – –
CAG
328
Crestwood Advisors Group
Massachusetts
$1.27M +$1.27M +11,490 New
PBT
329
Pictet Bank & Trust
Bahamas
$1.25M +$4.42K +40 +0.4%
PNC Financial Services Group
330
PNC Financial Services Group
Pennsylvania
$1.24M +$371K +3,362 +43%
CMP
331
Courage Miller Partners
Virginia
$1.24M -$3.09K -28 -0.2%
LNC
332
Lincoln National Corp
Pennsylvania
$1.23M +$303K +2,742 +32%
RWA
333
Redhawk Wealth Advisors
Minnesota
$1.23M -$38.8K -351 -3%
CG
334
Colony Group
Massachusetts
$1.22M -$52.5K -475 -4%
PPP
335
Private Portfolio Partners
New Jersey
$1.22M -$244K -2,212 -17%
AG
336
Ascent Group
Virginia
$1.21M -$7.41M -67,309 -86%
ACM
337
Absolute Capital Management
Pennsylvania
$1.21M +$351K +3,174 +41%
PP
338
Pacifica Partners
Canada
$1.21M +$106K +962 +10%
ASFA
339
All Season Financial Advisors
Colorado
$1.2M +$1.2M +10,878 New
GWM
340
Geneos Wealth Management
Colorado
$1.2M -$2.35M -21,245 -66%
Northern Trust
341
Northern Trust
Illinois
$1.2M -$64.6K -585 -5%
BEAM
342
Baker Ellis Asset Management
Washington
$1.18M +$685K +6,200 +138%
GSEP
343
Golden State Equity Partners
California
$1.15M +$1.15M +10,417 New
SCA
344
Sandy Cove Advisors
Massachusetts
$1.14M -$1.47M -13,274 -56%
RCAG
345
Rehmann Capital Advisory Group
Michigan
$1.14M +$379K +3,432 +50%
CW
346
Connectus Wealth
Ohio
$1.14M +$723K +6,541 +175%
AO
347
Advisor OS
Illinois
$1.12M +$1.12M +10,146 New
AWA
348
Authentikos Wealth Advisory
California
$1.08M +$711K +6,435 +193%
FWM
349
Forza Wealth Management
Florida
$1.07M – – –
IAN
350
Integrated Advisors Network
Texas
$1.07M -$4.31K -39 -0.4%
12 13
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