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iShares Short Treasury Bond ETF

707 hedge funds and large institutions have $9.5B invested in iShares Short Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 286 increasing their positions, 260 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
64
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$86.5M
2 +$80.9M
3 +$77.9M
4
UBS Group
UBS Group
Switzerland
+$73.9M
5
Morgan Stanley
Morgan Stanley
New York
+$71.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
401
Core Wealth Advisors
Florida
$950K
FMWA
402
Forvis Mazars Wealth Advisors
Missouri
$947K
Envestnet Portfolio Solutions
403
Envestnet Portfolio Solutions
Illinois
$946K
RFP
404
Root Financial Partners
California
$939K
Vontobel Holding
405
Vontobel Holding
Switzerland
$933K
CAAS
406
Capital Asset Advisory Services
Michigan
$932K
PSA
407
Plum Street Advisors
Louisiana
$917K
Bank of New York Mellon
408
Bank of New York Mellon
New York
$905K
CMP
409
Courage Miller Partners
Virginia
$903K
BFO
410
Boston Family Office
Massachusetts
$896K
FA
411
Fortis Advisors
Pennsylvania
$882K
KW
412
KWB Wealth
California
$859K
SFG
413
Sovereign Financial Group
Connecticut
$857K
WFMPM
414
Woodley Farra Manion Portfolio Management
Indiana
$848K
CWA
415
Consilium Wealth Advisory
Texas
$847K
FPAS
416
Focus Partners Advisor Solutions
Missouri
$839K
BOSSRA
417
B.O.S.S. Retirement Advisors
Utah
$834K
IWP
418
Insight Wealth Partners
Texas
$834K
NSIM
419
North Star Investment Management
Illinois
$831K
DWMS
420
Dominguez Wealth Management Solutions
Virginia
$823K
FGA
421
Fortis Group Advisors
New Jersey
$822K
EWA
422
ERTS Wealth Advisors
Michigan
$820K
SPWM
423
Schrum Private Wealth Management
Florida
$820K
SOS
424
Silver Oak Securities
Tennessee
$819K
CL
425
Cabana LLC
Arkansas
$813K