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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 %
VT
451
Vise Technologies
New York
$526K +$526K +4,763 New
WDC
452
Woodward Diversified Capital
California
$525K +$140K +1,269 +36%
HWM
453
Hemington Wealth Management
Virginia
$522K – – –
AIC
454
Archer Investment Corporation
Indiana
$522K -$30.2K -273 -5%
COCM
455
Charter Oak Capital Management
New Hampshire
$521K -$5.96K -54 -1%
TFA
456
Teamwork Financial Advisors
Texas
$516K +$19K +172 +4%
AWA
457
Arkadios Wealth Advisors
Georgia
$513K +$200K +1,810 +64%
WCM
458
Wealthcare Capital Management
Virginia
$513K – – –
BFA
459
Bragg Financial Advisors
North Carolina
$501K – – –
JEST
460
JTC Employer Solutions Trustee
Jersey
$500K – – –
SSWM
461
Smith Salley Wealth Management
North Carolina
$494K +$494K +4,475 New
CA
462
Clearstead Advisors
Ohio
$480K -$556K -5,031 -54%
KDA
463
Kraft Davis & Associates
Missouri
$478K +$478K +4,336 New
CFG
464
Cooper Financial Group
California
$476K +$142K +1,287 +43%
VC
465
Vicus Capital
Pennsylvania
$474K +$146K +1,447 +44%
CCFM
466
Clear Creek Financial Management
Washington
$469K -$1.44K -13 -0.3%
MWM
467
Meridian Wealth Management
Kentucky
$464K +$464K +4,201 New
DWT
468
Dorsey & Whitney Trust
South Dakota
$462K -$4.71M -42,648 -91%
SI
469
Stephens Inc
Arkansas
$461K -$1.81M -16,351 -80%
RJT
470
Raymond James Trust
Florida
$457K +$121K +1,096 +36%
CM
471
Columbus Macro
Pennsylvania
$449K – – –
BAM
472
Belpointe Asset Management
Nevada
$447K -$157K -1,422 -26%
PWM
473
PBMares Wealth Management
Virginia
$445K +$93.3K +845 +27%
WFS
474
Walker Financial Services
Kentucky
$443K -$39.8K -360 -8%
PTC
475
Private Trust Company
Ohio
$441K -$29.4K -266 -6%
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