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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 %
RFN
451
RDA Financial Network
Iowa
$663K -$3.87K -35 -0.6%
PRS
452
Pinkerton Retirement Specialists
Idaho
$654K +$654K +5,924 New
LHWM
453
Lake Hills Wealth Management
Texas
$649K -$23.9K -216 -4%
WAP
454
Wealthcare Advisory Partners
Pennsylvania
$648K -$16.8K -152 -3%
EWA
455
Exencial Wealth Advisors
Oklahoma
$637K +$122K +1,108 +24%
MFA
456
Mayflower Financial Advisors
Massachusetts
$634K -$31.5K -285 -5%
TA
457
TruWealth Advisors
Louisiana
$634K -$300K -2,712 -32%
SAW
458
Signal Advisors Wealth
Michigan
$633K -$206K -1,865 -25%
FFG
459
Fiduciary Financial Group
California
$624K +$141K +1,282 +29%
Bank of New York Mellon
460
Bank of New York Mellon
New York
$620K -$994 -9 -0.2%
FG
461
Foster Group
Iowa
$620K +$46.3K +419 +8%
CCG
462
Ceeto Capital Group
Florida
$608K – – –
ACS
463
Archford Capital Strategies
Illinois
$606K -$9.09M -82,250 -94%
AFC
464
AFT Forsyth & Company
Florida
$601K +$601K +5,445 New
CF
465
Centaurus Financial
California
$601K -$233K -2,105 -28%
MWM
466
Maripau Wealth Management
Indiana
$597K -$177K -1,606 -23%
LWL
467
Leo Wealth LLC
Texas
$595K -$13.3K -120 -2%
HPM
468
Hudson Portfolio Management
New York
$591K -$44.2K -400 -7%
MWM
469
MGB Wealth Management
Texas
$587K -$6.41K -58 -1%
HA
470
Hanover Advisors
South Carolina
$581K – – –
HNW
471
High Note Wealth
Minnesota
$578K -$37.4K -339 -6%
GIA
472
Gladstone Institutional Advisory
Florida
$575K +$18K +163 +3%
FWSM
473
First Wilshire Securities Management
California
$570K +$3.87K +35 +0.7%
PC
474
Pecaut & Co
Iowa
$570K -$26.2K -237 -4%
SA
475
Sicart Associates
New York
$569K – – –
17 18
19
20 21