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iShares Short Treasury Bond ETF
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Overview Fund Activity

595 hedge funds and large institutions have $15.4B invested in iShares Short Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 211 increasing their positions, 205 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+44
Holders Change %
+7.99%
% of All Funds
9.6%
Holding in Top 10
85
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.59%
% of All Funds
1.37%
New
132
Increased
211
Reduced
205
Closed
75
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$365M
2
Mariner
Mariner
Kansas
+$143M
3
Morgan Stanley
Morgan Stanley
New York
+$137M
4
SW
SVB Wealth
Massachusetts
+$94.4M
5
Wells Fargo
Wells Fargo
California
+$84.7M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$1.57B
2
AWA
Arete Wealth Advisors
Illinois
-$678M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$592M
4
AssetMark Inc
AssetMark Inc
California
-$278M
5
FCH
Freestone Capital Holdings
Washington
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
26
GM Advisory Group
New York
$88.6M -$3.31M -30,108 -4%
PC
27
Peavine Capital
Nevada
$86.7M -$3.21M -29,176 -4%
LSIA
28
LaSalle St. Investment Advisors
Illinois
$80.8M +$80.8M +735,507 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$72M -$31.4M -285,428 -30%
AIA
30
Acute Investment Advisory
Arizona
$69.9M +$58.2M +529,181 +497%
AWM
31
AE Wealth Management
Kansas
$69.8M -$49.8M -453,447 -42%
TC
32
Trust Company
Kansas
$61.9M +$61.9M +562,788 New
IWC
33
Integrated Wealth Concepts
Massachusetts
$60.2M +$1.75M +15,885 +3%
AFP
34
Ausdal Financial Partners
Iowa
$57.7M +$12.7M +115,354 +28%
CRG
35
Cornerstone Retirement Group
Nevada
$57.1M -$269K -2,445 -0.5%
FM
36
Family Management
New York
$56M +$4.86M +44,249 +10%
VCM
37
Virtue Capital Management
Tennessee
$55.6M -$55.6M -506,243 -50%
Stifel Financial
38
Stifel Financial
Missouri
$51.1M +$7.99M +72,711 +19%
TPWA
39
TRUE Private Wealth Advisors
Oregon
$50.8M -$10M -91,053 -16%
SWM
40
Spire Wealth Management
Virginia
$50.2M -$1.54M -13,994 -3%
ASN
41
Advisory Services Network
Georgia
$49.8M +$9.36M +85,159 +23%
Creative Planning
42
Creative Planning
Kansas
$47M -$454K -4,132 -1%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$46.1M -$1.18M -10,735 -2%
FEG
44
Fund Evaluation Group
Ohio
$45.6M +$45.6M +433,779 New
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$45.3M +$3.2M +29,132 +8%
MA
46
Mutual Advisors
Nebraska
$44.8M +$4.19M +38,122 +10%
RWM
47
Ritholtz Wealth Management
New York
$44.1M -$1.05M -9,543 -2%
RJA
48
Raymond James & Associates
Florida
$44M +$24.5M +222,706 +125%
HighTower Advisors
49
HighTower Advisors
Illinois
$43.1M +$4.97M +45,281 +13%
B
50
Barings
North Carolina
$42.9M +$25.2M +229,007 +142%
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