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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 %
AWM
351
Aries Wealth Management
Maine
$1.05M +$172K +1,555 +20%
PCP
352
Proficio Capital Partners
Massachusetts
$1.05M -$21.4M -193,743 -95%
MOS
353
MGO One Seven
Ohio
$1.02M -$11.6K -105 -1%
BHPW
354
Beverly Hills Private Wealth
California
$1.01M +$11.8K +107 +1%
WCM
355
WealthBridge Capital Management
Ohio
$1.01M -$2.2M -19,960 -69%
SWG
356
Summit Wealth Group
Vermont
$1.01M -$115M -1,041,628 -99%
MHR
357
Matthew Hamilton Rosenberg
$1.01M +$1.01M +9,100 New
WAP
358
Wealthcare Advisory Partners
Pennsylvania
$1,000K +$4.97K +45 +0.5%
IWP
359
Innova Wealth Partners
Pennsylvania
$1,000K +$663K +6,004 +197%
YC
360
Yarbrough Capital
Tennessee
$998K +$998K +9,033 New
FEM
361
Fulcrum Equity Management
Texas
$993K -$338K -3,064 -25%
FNBOSM
362
First National Bank of South Miami
Florida
$978K – – –
IPW
363
Impact Partnership Wealth
Georgia
$964K +$964K +8,732 New
IFS
364
Ifrah Financial Services
Arkansas
$962K +$12.1K +110 +1%
VWA
365
Visionary Wealth Advisors
Illinois
$961K +$94.3K +854 +11%
MSA
366
Marino Stram & Associates
Massachusetts
$957K -$27.6K -254 -3%
FCH
367
Freestone Capital Holdings
Washington
$947K -$943K -8,535 -50%
Koshinski Asset Management
368
Koshinski Asset Management
Illinois
$946K +$946K +8,561 New
MWM
369
Mission Wealth Management
California
$929K -$508K -4,603 -35%
AP
370
Atwood & Palmer
Missouri
$919K +$919K +8,316 New
DI
371
DFPG Investments
Utah
$917K +$28K +254 +3%
EAMA
372
EFG Asset Management (Americas)
Florida
$912K -$575K -5,206 -39%
ECI
373
EFG Capital International
Florida
$912K +$912K +8,259 New
HNW
374
High Note Wealth
Minnesota
$912K -$184K -1,664 -17%
JWCA
375
J.W. Coons Advisors
Ohio
$908K -$83.9K -760 -8%
13 14
15
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