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iShares Short Treasury Bond ETF
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Overview Fund Activity

712 hedge funds and large institutions have $9.6B invested in iShares Short Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 277 increasing their positions, 265 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
9.67%
Holding in Top 10
81
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+22.73%
% of All Funds
1.1%
New
90
Increased
277
Reduced
265
Closed
76
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$269M
2
MW
Marks Wealth
Maryland
+$156M
3
AFP
Ausdal Financial Partners
Iowa
+$93.1M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$88.2M
5
OC
Oakworth Capital
Alabama
+$84.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$413M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$101M
3
ACA
Anchor Capital Advisors
Massachusetts
-$67.4M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$56.9M
5
BWM
Bulltick Wealth Management
Florida
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
426
Roble Belko & Company
Pennsylvania
$777K -$5.86K -53 -0.7%
IPAM
427
Investment Partners Asset Management
New Jersey
$775K -$34.8K -315 -4%
SPWM
428
Schrum Private Wealth Management
Florida
$773K +$123K +1,110 +19%
BHPW
429
Beverly Hills Private Wealth
California
$773K -$177K -1,599 -19%
AIC
430
Archer Investment Corporation
Indiana
$772K -$107K -965 -12%
CIA
431
Compass Ion Advisors
Pennsylvania
$771K +$92.8K +840 +14%
TIM
432
Tortoise Investment Management
New York
$762K -$80.1K -725 -10%
LIM
433
Leavell Investment Management
Alabama
$756K -$85.6K -775 -10%
FAM
434
Formidable Asset Management
Ohio
$753K +$288K +2,605 +62%
SL
435
Salomon & Ludwin
Virginia
$752K -$220K -1,992 -23%
SFG
436
Sovereign Financial Group
Connecticut
$750K +$4.97K +45 +0.7%
FAM
437
Forte Asset Management
New York
$746K – – –
VFO
438
Virtus Family Office
Texas
$743K -$4.6M -41,607 -86%
SPC
439
Sigma Planning Corp
Michigan
$741K +$7.62K +69 +1%
AWM
440
Aries Wealth Management
Maine
$737K +$1.66K +15 +0.2%
AAG
441
Armstrong Advisory Group
Massachusetts
$728K – – –
GFP
442
Gryphon Financial Partners
Ohio
$722K -$12.5K -113 -2%
AO
443
Advisor OS
Illinois
$696K +$46K +416 +7%
EWA
444
ERTS Wealth Advisors
Michigan
$692K +$18.7K +169 +3%
OP
445
ORG Partners
Indiana
$692K -$57.5K -522 -8%
KIM
446
Karpus Investment Management
New York
$690K -$911K -8,250 -57%
MBT
447
Montecito Bank & Trust
California
$686K – – –
BDF
448
Black Diamond Financial
Maryland
$677K +$65.7K +595 +11%
PNC Financial Services Group
449
PNC Financial Services Group
Pennsylvania
$670K +$159K +1,440 +31%
IWP
450
Innova Wealth Partners
Pennsylvania
$663K -$125K -1,136 -16%
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