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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 %
AWM
451
Aries Wealth Management
Maine
$700K -$37K -335 -5%
FFG
452
Fiduciary Financial Group
California
$693K +$70K +636 +11%
MAM
453
Madison Asset Management
Wisconsin
$681K +$136K +1,231 +25%
TCG
454
Transcendent Capital Group
Oklahoma
$679K -$1.41M -12,737 -67%
SWP
455
Stratos Wealth Partners
Ohio
$665K +$127K +1,150 +24%
LHWM
456
Lake Hills Wealth Management
Texas
$663K +$14.6K +132 +2%
KIM
457
Karpus Investment Management
New York
$663K -$27.6K -250 -4%
RI
458
Rinkey Investments
California
$661K +$661K +5,985 New
1IA
459
1834 Investment Advisors
Wisconsin
$649K -$263K -2,383 -29%
IWP
460
Innova Wealth Partners
Pennsylvania
$647K -$15.3K -139 -2%
SC
461
Savant Capital
Illinois
$643K +$215K +1,944 +50%
AC
462
Apella Capital
Connecticut
$643K +$643K +5,837 New
MFA
463
Mayflower Financial Advisors
Massachusetts
$638K +$4.42K +40 +0.7%
GIA
464
Gladstone Institutional Advisory
Florida
$638K +$63.7K +577 +11%
BCM
465
Beaumont Capital Management
Massachusetts
$637K +$343K +3,108 +117%
SAW
466
Signal Advisors Wealth
Michigan
$620K -$13K -118 -2%
EWA
467
EP Wealth Advisors
California
$619K +$243K +2,197 +64%
FG
468
Foster Group
Iowa
$607K -$12.6K -114 -2%
CCG
469
Ceeto Capital Group
Florida
$607K
AIM
470
Advyzon Investment Management
Illinois
$605K +$605K +5,475 New
LWL
471
Leo Wealth LLC
Texas
$595K
MWM
472
MGB Wealth Management
Texas
$587K
EWA
473
Exencial Wealth Advisors
Oklahoma
$579K -$58.2K -527 -9%
FWSM
474
First Wilshire Securities Management
California
$576K +$5.96K +54 +1%
PC
475
Pecaut & Co
Iowa
$569K