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iShares Short Treasury Bond ETF
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Overview Fund Activity

648 hedge funds and large institutions have $10.3B invested in iShares Short Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 243 increasing their positions, 256 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+14
Holders Change %
+2.21%
% of All Funds
10.33%
Holding in Top 10
96
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.03%
% of All Funds
1.53%
New
75
Increased
243
Reduced
256
Closed
54
Calls
$276K
Puts
–
Net Calls
+$276K
Net Calls Change
+$7.21M

Top Buyers

1
BlackRock
BlackRock
New York
$900M
2
Jane Street
Jane Street
New York
$160M
3
ACA
Anchor Capital Advisors
Massachusetts
$167M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$88.6M
5
Wealthfront Advisers
Wealthfront Advisers
California
$70.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$183M
2
Cerity Partners
Cerity Partners
New York
$107M
3
AIA
Acute Investment Advisory
Arizona
$12.6M
4
AFP
Ausdal Financial Partners
Iowa
$3.29M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$94.8M +$16.7M +151,924 +21%
GAG
27
GM Advisory Group
New York
$89.3M -$13.2M -119,694 -13%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$88.6M +$69.4M +628,208 +361%
PC
29
Peavine Capital
Nevada
$82.1M -$47.9M -433,795 -37%
LSIA
30
LaSalle St. Investment Advisors
Illinois
$80M +$56.9K +515 +0.1%
FIA
31
Foundations Investment Advisors
Arizona
$77.3M -$13.3M -120,279 -15%
DWA
32
Divergent Wealth Advisors
Utah
$71.1M +$37.4M +338,473 +111%
Wealthfront Advisers
33
Wealthfront Advisers
California
$70.5M +$66.9M +605,784 +1,857%
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.6M +$24.2M +218,756 +54%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$67.2M +$34.7M +313,879 +106%
CA
36
Crane Advisory
California
$63.4M +$8.89M +80,742 +16%
GC
37
Guidance Capital
Kentucky
$62.8M +$51.7M +470,221 +469%
ASN
38
Advisory Services Network
Georgia
$60.7M +$3.55M +32,139 +6%
MA
39
Mutual Advisors
Nebraska
$60.6M -$25.4M -229,631 -30%
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$60.4M -$35.1M -317,405 -37%
FM
41
Family Management
New York
$60.4M -$10.7M -96,439 -15%
PCIA
42
Prime Capital Investment Advisors
Kansas
$60.2M -$36.5M -330,585 -38%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$59.7M -$6.35M -57,441 -10%
Stifel Financial
44
Stifel Financial
Missouri
$58.8M -$4.21M -38,086 -7%
CRG
45
Cornerstone Retirement Group
Nevada
$58.6M -$37.1M -336,182 -39%
SWM
46
Spire Wealth Management
Virginia
$57.6M -$1.63M -14,760 -3%
Renaissance Technologies
47
Renaissance Technologies
New York
$50.5M +$15.4M +139,800 +44%
B
48
Barings
North Carolina
$42.8M +$27.1M +245,233 +172%
Creative Planning
49
Creative Planning
Kansas
$42.8M -$2.45M -22,207 -5%
AA
50
Acorns Advisers
California
$42.2M +$74.9K +678 +0.2%
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