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iShares Short Treasury Bond ETF

701 hedge funds and large institutions have $9.48B invested in iShares Short Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 283 increasing their positions, 258 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
701
Holders Change
-11
Holders Change %
-1.54%
% of All Funds
9.39%
Holding in Top 10
63
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-22.22%
% of All Funds
0.84%
New
72
Increased
283
Reduced
258
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IPAM
426
Investment Partners Asset Management
New Jersey
$803K +$28.7K +260 +4%
S
427
SignatureFD
Georgia
$802K +$464K +4,198 +137%
JCM
428
Jacobi Capital Management
Pennsylvania
$801K +$20.4K +185 +3%
FA
429
Flagstar Advisors
New York
$794K +$3.64K +33 +0.5%
GVCM
430
Global View Capital Management
Wisconsin
$779K -$125K -1,130 -14%
RBC
431
Roble Belko & Company
Pennsylvania
$777K
LWANC
432
Laurel Wealth Advisors (North Carolina)
North Carolina
$775K +$768K +84,801 +10,942%
AIC
433
Archer Investment Corporation
Indiana
$757K -$14.8K -134 -2%
VFA
434
Voya Financial Advisors
Connecticut
$754K +$293K +2,652 +64%
FAM
435
Formidable Asset Management
Ohio
$753K
CRWM
436
Castle Rock Wealth Management
California
$751K +$274K +2,488 +58%
VFS
437
Valpey Financial Services
New Hampshire
$749K +$749K +6,787 New
FF
438
Finley Financial
Nevada
$749K -$66.3K -600 -8%
BDF
439
Black Diamond Financial
Maryland
$748K +$71.6K +648 +11%
BRWA
440
B. Riley Wealth Advisors
Florida
$743K +$743K +6,730 New
OP
441
ORG Partners
Indiana
$731K +$36.7K +332 +5%
TIM
442
Tortoise Investment Management
New York
$728K -$33.1K -300 -4%
SL
443
Salomon & Ludwin
Virginia
$725K -$23.5K -214 -3%
SWA
444
SFMG Wealth Advisors
Texas
$723K +$723K +6,544 New
GFP
445
Gryphon Financial Partners
Ohio
$722K
SPC
446
Sigma Planning Corp
Michigan
$719K -$22.4K -203 -3%
TBC
447
Ted Buchan & Co
California
$718K +$226K +2,043 +46%
AA
448
Alesco Advisors
New York
$717K -$76.5K -693 -10%
HPM
449
Hudson Portfolio Management
New York
$701K +$110K +1,000 +19%
AO
450
Advisor OS
Illinois
$700K +$4.97K +45 +0.7%