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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
$96.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$167M
3
Cerity Partners
Cerity Partners
New York
$202M
4
FIA
Foundations Investment Advisors
Arizona
$90.6M
5
AI
Accredited Investors
Minnesota
$102M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$78.6M
2
Charles Schwab
Charles Schwab
California
$0
3
Morgan Stanley
Morgan Stanley
New York
$830M
4
SWG
Summit Wealth Group
Vermont
$1.01M
5
SW
SVB Wealth
Massachusetts
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$95.4M +$19.6M +177,306 +26%
FIA
27
Foundations Investment Advisors
Arizona
$90.6M +$50.9M +460,734 +128%
AIA
28
Acute Investment Advisory
Arizona
$86M +$3.1M +28,061 +4%
MA
29
Mutual Advisors
Nebraska
$86M +$3.88M +35,161 +5%
EC
30
Estate Counselors
Wisconsin
$81.6M -$49.6M -449,035 -38%
Ameriprise
31
Ameriprise
Minnesota
$80.5M -$67.4M -592,618 -46%
LSIA
32
LaSalle St. Investment Advisors
Illinois
$79.9M -$1.73M -15,674 -2%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$78.6M -$3.23B -29,202,260 -98%
RWM
34
Ritholtz Wealth Management
New York
$75.1M +$5.24M +47,428 +7%
FM
35
Family Management
New York
$71M +$6.24M +56,531 +10%
AFP
36
Ausdal Financial Partners
Iowa
$68.6M +$478K +4,326 +0.7%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$66M +$5.38M +48,724 +9%
TC
38
Trust Company
Kansas
$65.5M +$1.61M +14,555 +3%
Stifel Financial
39
Stifel Financial
Missouri
$63M +$1.27M +11,503 +2%
SWM
40
Spire Wealth Management
Virginia
$59.3M -$1.77M -16,052 -3%
ASN
41
Advisory Services Network
Georgia
$57.1M -$26.7K -242 -0%
CA
42
Crane Advisory
California
$54.4M +$6.81M +61,904 +14%
Fidelity International
43
Fidelity International
Bermuda
$51.6M +$37.2M +336,368 +257%
Creative Planning
44
Creative Planning
Kansas
$45.3M -$653K -5,913 -1%
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.5M -$270K -2,446 -0.6%
ACA
46
Anchor Capital Advisors
Massachusetts
$43.7M +$3.63M +32,821 +9%
AI
47
Atria Investments
North Carolina
$43.5M -$652K -5,900 -1%
BS
48
Banco Santander
Spain
$43.3M +$30.7M +278,125 +245%
AAP
49
Arax Advisory Partners
Colorado
$43.2M -$799K -7,231 -2%
AllianceBernstein
50
AllianceBernstein
Tennessee
$43M +$42.4M +384,035 +7,696%
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