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iShares Short Treasury Bond ETF

664 hedge funds and large institutions have $9.53B invested in iShares Short Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 237 increasing their positions, 291 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:

19% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 291

23% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 65

Holders
664
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
RBC
401
Roble Belko & Company
Pennsylvania
$777K
Envestnet Portfolio Solutions
402
Envestnet Portfolio Solutions
Illinois
$776K
WGC
403
Watts Gwilliam & Co
Arizona
$775K
EC
404
EdgeRock Capital
Colorado
$774K
BOSSRA
405
B.O.S.S. Retirement Advisors
Utah
$772K
Fifth Third Bancorp
406
Fifth Third Bancorp
Ohio
$764K
AFC
407
AFT Forsyth & Company
Florida
$751K
FAM
408
Formidable Asset Management
Ohio
$747K
BDF
409
Black Diamond Financial
Maryland
$745K
FF
410
Finley Financial
Nevada
$739K
VFS
411
Valpey Financial Services
New Hampshire
$734K
WC
412
Waterloo Capital
Texas
$729K
GFP
413
Gryphon Financial Partners
Ohio
$723K
GAM
414
Gotham Asset Management
New York
$722K
SPC
415
Sigma Planning Corp
Michigan
$720K
AIC
416
Archer Investment Corporation
Indiana
$713K
AWM
417
Aries Wealth Management
Maine
$709K
AO
418
Advisor OS
Illinois
$707K
WCM
419
WealthTrak Capital Management
Virginia
$706K
FG
420
Foster Group
Iowa
$705K
AA
421
Alesco Advisors
New York
$705K
OP
422
ORG Partners
Indiana
$700K
GWA
423
Geometric Wealth Advisors
District of Columbia
$700K
LS
424
Leelyn Smith
Illinois
$698K
CRWM
425
Castle Rock Wealth Management
California
$697K