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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 %
ATC
401
Argent Trust Co
Tennessee
$774K +$5.52K +50 +0.7%
DWMS
402
Dominguez Wealth Management Solutions
Virginia
$769K +$321K +2,909 +72%
HFS
403
Howard Financial Services
Texas
$765K -$6.52K -59 -0.8%
WWM
404
Western Wealth Management
Colorado
$764K -$21K -190 -3%
AGC
405
Aspen Grove Capital
Colorado
$750K – – –
JCM
406
Jacobi Capital Management
Pennsylvania
$746K +$1.1K +10 +0.1%
FAM
407
Forte Asset Management
New York
$746K – – –
TI
408
Trexquant Investment
Connecticut
$724K +$724K +6,558 New
FG
409
Foster Group
Iowa
$721K -$23K -208 -3%
MPPLM
410
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$720K -$19.3K -175 -3%
Bank of New York Mellon
411
Bank of New York Mellon
New York
$715K -$532K -4,819 -43%
AC
412
Annandale Capital
Texas
$715K – – –
LIM
413
Leavell Investment Management
Alabama
$712K -$14.9K -135 -2%
SG
414
StoneX Group
New York
$706K +$284K +2,570 +67%
ML
415
McAdam LLC
Pennsylvania
$699K -$6.3M -57,040 -90%
ERIC
416
Eagle Rock Investment Company
Georgia
$697K – – –
William Blair & Company
417
William Blair & Company
Illinois
$694K +$538K +4,870 +345%
QCM
418
Quantinno Capital Management
New York
$690K -$163K -1,475 -19%
BCV
419
Banque Cantonale Vaudoise
Switzerland
$681K +$552 +5 +0.1%
JIP
420
Jaffetilchin Investment Partners
Florida
$676K – – –
TBC
421
Ted Buchan & Co
California
$668K – – –
IWM
422
IHT Wealth Management
Illinois
$662K +$401K +3,628 +154%
FFA
423
Farther Finance Advisors
California
$659K +$399K +3,612 +154%
FMP
424
Financial Management Professionals
Texas
$651K – – –
CRI
425
Colonial River Investments
Virginia
$645K -$150K -1,360 -19%
15 16
17
18 19