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iShares Short Treasury Bond ETF
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Overview Fund Activity

695 hedge funds and large institutions have $9.91B invested in iShares Short Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 230 increasing their positions, 280 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+47
Holders Change %
+7.25%
% of All Funds
10.19%
Holding in Top 10
83
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-13.54%
% of All Funds
1.22%
New
120
Increased
230
Reduced
280
Closed
64
Calls
$3.32M
Puts
–
Net Calls
+$3.32M
Net Calls Change
+$3.04M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.36B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$277M
3
AFP
Ausdal Financial Partners
Iowa
$75.4M
4
CG
Cynosure Group
Utah
$65.1M
5
Wells Fargo
Wells Fargo
California
$420M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$10.2M
2
AGC
Aspen Grove Capital
Colorado
$1.5M
3
LSIA
LaSalle St. Investment Advisors
Illinois
$421M
4
Mariner
Mariner
Kansas
$13.4M
5
BlackRock
BlackRock
New York
$735M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
26
Divergent Wealth Advisors
Utah
$71.5M +$548K +4,974 +0.8%
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$68.1M +$7.94M +72,060 +13%
GA
28
Gateway Advisory
New Jersey
$67.4M -$115M -1,042,608 -63%
CG
29
Cynosure Group
Utah
$65.1M +$55.9M +508,923 +610%
FIA
30
Foundations Investment Advisors
Arizona
$64.4M -$12.7M -115,480 -16%
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60M -$8.4M -76,263 -12%
Cerity Partners
32
Cerity Partners
New York
$59.6M -$46.9M -426,089 -44%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$58.8M -$717K -6,509 -1%
Stifel Financial
34
Stifel Financial
Missouri
$57.5M -$1.1M -10,023 -2%
ASN
35
Advisory Services Network
Georgia
$55.8M -$4.73M -42,978 -8%
HAFG
36
Hansen & Associates Financial Group
California
$55M +$55M +499,185 New
FM
37
Family Management
New York
$51.9M -$8.32M -75,529 -14%
TA
38
Townsend & Associates
Colorado
$50.3M +$22.3M +202,134 +80%
RJA
39
Raymond James & Associates
Florida
$49M +$12.6M +114,269 +35%
TLFA
40
True Link Financial Advisors
California
$48.9M +$22M +199,419 +82%
RWM
41
Ritholtz Wealth Management
New York
$47.8M +$6.7M +60,828 +16%
CA
42
Crane Advisory
California
$46.5M -$16.9M -153,249 -27%
PA
43
Parallel Advisors
California
$43.1M +$18.9M +171,937 +78%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$42.8M +$3.17M +28,740 +8%
AA
45
Acorns Advisers
California
$42.5M +$460K +4,180 +1%
FEG
46
Fund Evaluation Group
Ohio
$40.8M +$593K +5,383 +1%
TC
47
Trust Company
Kansas
$40.5M +$1.65M +14,945 +4%
ACM
48
Allred Capital Management
Texas
$38.9M +$1.12M +10,175 +3%
MML Investors Services
49
MML Investors Services
Massachusetts
$35.8M +$3.44M +31,245 +11%
AP
50
Americana Partners
Texas
$35.7M -$1.49M -14,227 -4%
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