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iShares Short Treasury Bond ETF

670 hedge funds and large institutions have $9.57B invested in iShares Short Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 240 increasing their positions, 293 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

18% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 293

23% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 65

Holders
670
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
326
Perigon Wealth Management
California
$1.34M
AWA
327
Arkadios Wealth Advisors
Georgia
$1.34M
SAS
328
Sage Advisory Services
Texas
$1.33M
FAM
329
Frontier Asset Management
Wyoming
$1.31M
FPAS
330
Focus Partners Advisor Solutions
Missouri
$1.31M
Charles Schwab
331
Charles Schwab
California
$1.3M
CIA
332
Compass Ion Advisors
Pennsylvania
$1.28M
PFA
333
Pathway Financial Advisors
Vermont
$1.27M
VAG
334
VisionPoint Advisory Group
Texas
$1.26M
CL
335
Choreo LLC
Illinois
$1.25M
VT
336
Vise Technologies
New York
$1.25M
PPH
337
Pure Portfolios Holdings
Oregon
$1.24M
OCM
338
One Capital Management
California
$1.24M
Brown Advisory
339
Brown Advisory
Maryland
$1.24M
DWG
340
Darden Wealth Group
Michigan
$1.23M
EIA
341
Edgemoor Investment Advisors
Maryland
$1.23M
CBT
342
Crews Bank & Trust
Florida
$1.2M
AAS
343
Ameritas Advisory Services
Nebraska
$1.19M
CAM
344
Cidel Asset Management
Ontario, Canada
$1.18M
HH
345
Hilltop Holdings
Texas
$1.17M
OFS
346
OneAscent Financial Services
Alabama
$1.16M
TWC
347
TD Waterhouse Canada
Ontario, Canada
$1.15M
HT
348
Headlands Technologies
Illinois
$1.15M
CCP
349
Cunning Capital Partners
North Carolina
$1.1M
BLFG
350
Brian Low Financial Group
Louisiana
$1.09M