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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 %
RIA
326
Realta Investment Advisors
Delaware
$1.62M -$90.5K -819 -5%
KPP
327
Kings Path Partners
Texas
$1.61M +$112K +1,017 +8%
CCP
328
Cunning Capital Partners
North Carolina
$1.55M +$304K +2,750 +24%
AWP
329
Astra Wealth Partners
New Jersey
$1.54M +$103K +932 +7%
EIA
330
Edgemoor Investment Advisors
Maryland
$1.5M -$75.7K -685 -5%
EGM
331
Engineers Gate Manager
New York
$1.5M +$1.09M +9,834 +260%
LA
332
LM Advisors
California
$1.5M +$7.07K +64 +0.5%
AA
333
Armis Advisers
Georgia
$1.49M +$1.49M +13,464 New
PFS
334
Prospera Financial Services
Texas
$1.47M +$411K +3,724 +39%
WCM
335
WealthTrak Capital Management
Virginia
$1.44M -$18.3K -166 -1%
CL
336
Choreo LLC
Illinois
$1.43M -$168K -1,525 -11%
DWM
337
Destination Wealth Management
California
$1.43M +$218K +1,978 +18%
FAM
338
Frontier Asset Management
Wyoming
$1.43M -$2.18M -19,745 -60%
Charles Schwab
339
Charles Schwab
California
$1.41M -$60.9K -551 -4%
WFC
340
Western Financial Corp
California
$1.41M -$111K -1,008 -7%
DAS
341
Dynamic Advisor Solutions
Arizona
$1.41M -$4.79M -43,391 -77%
PWM
342
Perigon Wealth Management
California
$1.4M -$433K -3,918 -24%
SA
343
Sovran Advisors
California
$1.39M +$840K +7,611 +152%
RCAG
344
Rehmann Capital Advisory Group
Michigan
$1.34M -$7.62K -69 -0.6%
SAS
345
Sage Advisory Services
Texas
$1.33M – – –
TRCT
346
Tower Research Capital (TRC)
New York
$1.33M +$1.33M +12,012 New
Envestnet Portfolio Solutions
347
Envestnet Portfolio Solutions
Illinois
$1.32M +$123K +2,088 +10%
4WM
348
49 Wealth Management
Texas
$1.31M -$317K -2,866 -19%
BFO
349
Boston Family Office
Massachusetts
$1.31M +$348K +3,148 +36%
HH
350
Hilltop Holdings
Texas
$1.29M +$515K +4,662 +67%
12 13
14
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