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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 %
TCOO
376
Trust Company of Oklahoma
Oklahoma
$906K – – –
VAG
377
VisionPoint Advisory Group
Texas
$898K -$211K -1,914 -19%
RWB
378
RMR Wealth Builders
New Jersey
$891K -$77.5K -702 -8%
GC
379
Grimes & Company
Massachusetts
$886K -$637K -5,770 -42%
AA
380
Advisory Alpha
Michigan
$886K +$379K +3,432 +75%
KW
381
KWB Wealth
California
$884K +$884K +8,003 New
FIM
382
Fernwood Investment Management
Massachusetts
$872K – – –
GA
383
Greenspring Advisors
Maryland
$871K -$2.03M -18,355 -70%
WANY
384
Wealthspire Advisors (New York)
New York
$867K +$867K +7,852 New
WCFA
385
Walkner Condon Financial Advisors
Wisconsin
$863K +$12.7K +115 +1%
Baird Financial Group
386
Baird Financial Group
Wisconsin
$848K -$155K -1,402 -15%
EH
387
Equitable Holdings
New York
$846K +$50.6K +458 +6%
BL
388
BFSG LLC
California
$835K +$633K +5,731 +314%
GG
389
GenWealth Group
New Jersey
$829K -$66.2K -599 -7%
CSPIA
390
Cary Street Partners Investment Advisory
Virginia
$827K +$92.8K +840 +13%
CAAS
391
Capital Asset Advisory Services
Michigan
$810K -$94.6K -858 -10%
CCM
392
Coldstream Capital Management
Washington
$807K +$477K +4,320 +145%
HF
393
HRT Financial
New York
$806K +$806K +7,298 New
FA
394
Fortis Advisors
Pennsylvania
$802K +$9.28K +84 +1%
SWP
395
Stratos Wealth Partners
Ohio
$799K -$310K -2,810 -28%
BCI
396
Brinker Capital Investments
Pennsylvania
$794K +$323K +2,926 +69%
OPS
397
Orion Portfolio Solutions
Nebraska
$794K +$323K +2,926 +69%
ECA
398
Elevated Capital Advisors
Utah
$793K +$135K +1,226 +21%
CIG
399
Cairn Investment Group
Washington
$784K – – –
RBC
400
Roble Belko & Company
Pennsylvania
$782K +$110 +1 +0%
14 15
16
17 18