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iShares Short Treasury Bond ETF
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Overview Fund Activity

491 hedge funds and large institutions have $9.41B invested in iShares Short Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 146 increasing their positions, 152 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+28
Holders Change %
+6.05%
% of All Funds
7.77%
Holding in Top 10
47
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+74.07%
% of All Funds
0.74%
New
93
Increased
146
Reduced
152
Closed
58
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$1.06B
2
BlackRock
BlackRock
New York
+$441M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$418M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$339M
5
CRG
Cornerstone Retirement Group
Nevada
+$201M

Top Sellers

1
PC
Peavine Capital
Nevada
-$94.9M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$84M
3
Morgan Stanley
Morgan Stanley
New York
-$67.1M
4
Betterment LLC
Betterment LLC
New York
-$64.7M
5
WS
Wedbush Securities
California
-$56.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFA
351
DHK Financial Advisors
New Hampshire
$337K – – –
TWP
352
Transparent Wealth Partners
Arkansas
$337K +$337K +3,060 New
HKIMG
353
Hutchens & Kramer Investment Management Group
Indiana
$333K – – –
CIBC World Market
354
CIBC World Market
Ontario, Canada
$331K -$143K -1,300 -30%
HPM
355
Hudson Portfolio Management
New York
$329K +$329K +2,980 New
FPS
356
Fieldpoint Private Securities
Connecticut
$328K – – –
IUHSA
357
Itau Unibanco Holding S.A.
Brazil
$313K – – –
AF
358
Allworth Financial
California
$312K +$102K +924 +49%
RW
359
Rede Wealth
Virginia
$310K +$310K +2,812 New
FW
360
FirstPurpose Wealth
Utah
$306K -$131K -1,191 -30%
BCM
361
Brookstone Capital Management
Illinois
$306K +$306K +2,777 New
FNB
362
Farmers National Bank
Kentucky
$303K -$6.4K -58 -2%
MSCM
363
McElhenny Sheffield Capital Management
Texas
$302K +$302K +2,737 New
SCA
364
Spearhead Capital Advisors
Florida
$301K -$55.2K -500 -15%
AWM
365
Axxcess Wealth Management
California
$300K -$441K -4,000 -60%
QPWM
366
Quadrant Private Wealth Management
Pennsylvania
$300K – – –
WWM
367
Western Wealth Management
Colorado
$300K +$300K +2,730 New
RVPG
368
Relative Value Partners Group
$294K -$124K -1,124 -30%
BCI
369
Brinker Capital Investments
Pennsylvania
$294K – – –
GWM
370
Geneos Wealth Management
Colorado
$290K -$12.1K -110 -4%
AWE
371
Avidian Wealth Enterprises
Texas
$290K -$7.49K -68 -3%
AIM
372
Anchor Investment Management
South Carolina
$286K – – –
WP
373
WealthSource Partners
California
$284K -$190K -1,726 -40%
KPWS
374
Kestra Private Wealth Services
Texas
$284K -$70.8K -641 -20%
CWM
375
Chicago Wealth Management
Illinois
$284K -$20.4K -185 -7%
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15
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