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iShares Short Treasury Bond ETF

670 hedge funds and large institutions have $9.57B invested in iShares Short Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 240 increasing their positions, 293 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:

18% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 293

23% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 65

Holders
670
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
OP
426
ORG Partners
Indiana
$700K
GWA
427
Geometric Wealth Advisors
District of Columbia
$700K
LS
428
Leelyn Smith
Illinois
$698K
CRWM
429
Castle Rock Wealth Management
California
$697K
SWA
430
SFMG Wealth Advisors
Texas
$696K
FFG
431
Fiduciary Financial Group
California
$695K
AC
432
Apella Capital
Connecticut
$693K
BB
433
Burford Brothers
Texas
$693K
AAG
434
Armstrong Advisory Group
Massachusetts
$690K
TCG
435
Transcendent Capital Group
Oklahoma
$679K
NFG
436
Nations Financial Group
Iowa
$670K
JWA
437
JFS Wealth Advisors
Pennsylvania
$664K
WA
438
Waverly Advisors
Alabama
$653K
LFS
439
Leibman Financial Services
Nebraska
$651K
FMWA
440
Forvis Mazars Wealth Advisors
Missouri
$644K
IA
441
Integrity Alliance
Iowa
$641K
MFA
442
Mayflower Financial Advisors
Massachusetts
$639K
BCM
443
Beaumont Capital Management
Massachusetts
$634K
IWP
444
Innova Wealth Partners
Pennsylvania
$626K
AF
445
Apexium Financial
Texas
$625K
BRWA
446
B. Riley Wealth Advisors
Florida
$625K
NPF
447
Norris Perne & French
Michigan
$622K
SWP
448
Stratos Wealth Partners
Ohio
$615K
NWMG
449
National Wealth Management Group
Ohio
$610K
CCG
450
Ceeto Capital Group
Florida
$608K