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iShares Short Treasury Bond ETF
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Overview Fund Activity

527 hedge funds and large institutions have $13.6B invested in iShares Short Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 209 increasing their positions, 143 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+36
Holders Change %
+7.33%
% of All Funds
8.91%
Holding in Top 10
76
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+61.7%
% of All Funds
1.29%
New
96
Increased
209
Reduced
143
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$1.26B
2
FCH
Freestone Capital Holdings
Washington
+$716M
3
BlackRock
BlackRock
New York
+$538M
4
GC
Grimes & Company
Massachusetts
+$300M
5
TAM
Tucker Asset Management
Colorado
+$288M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$659M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$270M
3
CRG
Cornerstone Retirement Group
Nevada
-$142M
4
PC
Peavine Capital
Nevada
-$117M
5
3AM
3EDGE Asset Management
Florida
-$65.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KP
376
Keel Point
Alabama
$403K +$403K +3,663 New
LFG
377
Lockerman Financial Group
California
$401K +$162K +1,473 +68%
WA
378
Wealth Alliance
New York
$399K -$27.3K -248 -6%
FA
379
Fermata Advisors
California
$399K +$399K +3,622 New
ANTB
380
AMG National Trust Bank
Colorado
$392K -$1.38M -12,538 -78%
SIC
381
Sterling Investment Counsel
New York
$386K +$157K +1,430 +69%
CCG
382
Ceeto Capital Group
Florida
$385K – – –
TWC
383
TD Waterhouse Canada
Ontario, Canada
$383K +$286K +2,506 +297%
WWM
384
Western Wealth Management
Colorado
$380K +$79.5K +722 +26%
MHS
385
M Holdings Securities
Oregon
$363K -$2.79M -25,323 -88%
VC
386
Vicus Capital
Pennsylvania
$362K -$17.1K -155 -5%
KWM
387
Kingsview Wealth Management
Oregon
$361K -$4.95K -45 -1%
LWAC
388
Laurel Wealth Advisors (California)
California
$361K – – –
LC
389
LTG Capital
Massachusetts
$358K -$20K -182 -5%
FHB
390
First Hawaiian Bank
Hawaii
$346K +$330 +3 +0.1%
PFG
391
Pacific Financial Group
Washington
$345K -$48.8K -443 -12%
WFA
392
WestHill Financial Advisors
California
$341K – – –
CRWM
393
Castle Rock Wealth Management
California
$340K +$220 +2 +0.1%
SW
394
SteelPeak Wealth
California
$337K -$39K -354 -10%
DFA
395
DHK Financial Advisors
New Hampshire
$337K +$330 +3 +0.1%
OLA
396
Oliver Luxxe Assets
New Jersey
$333K -$22K -200 -6%
CIBC World Market
397
CIBC World Market
Ontario, Canada
$330K – – –
FPS
398
Fieldpoint Private Securities
Connecticut
$328K – – –
KWM
399
KerberRose Wealth Management
Wisconsin
$325K +$325K +2,948 New
CIAS
400
Capital Investment Advisory Services
North Carolina
$323K -$55K -500 -15%
14 15
16
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