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iShares Short Treasury Bond ETF
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Overview Fund Activity

680 hedge funds and large institutions have $8.4B invested in iShares Short Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 215 increasing their positions, 305 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
-15
Holders Change %
-2.16%
% of All Funds
9.86%
Holding in Top 10
68
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.07%
% of All Funds
0.99%
New
72
Increased
215
Reduced
305
Closed
77
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$153M
2
NRI
NFP Retirement Inc
California
+$115M
3
DWA
Divergent Wealth Advisors
Utah
+$42.8M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$41.5M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$40.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$738M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$103M
3
ACA
Anchor Capital Advisors
Massachusetts
-$78M
4
Goldman Sachs
Goldman Sachs
New York
-$76M
5
Betterment LLC
Betterment LLC
New York
-$58.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
26
Cynosure Group
Utah
$61.3M -$4.17M -37,680 -6%
FIA
27
Foundations Investment Advisors
Arizona
$59.3M -$5.31M -48,058 -8%
Wealthfront Advisers
28
Wealthfront Advisers
California
$57.8M +$40.6M +367,656 +237%
FEG
29
Fund Evaluation Group
Ohio
$57.1M +$18.5M +177,885 +48%
Stifel Financial
30
Stifel Financial
Missouri
$54.7M -$3.04M -27,537 -5%
TLFA
31
True Link Financial Advisors
California
$54.5M +$5.46M +49,430 +11%
TA
32
Townsend & Associates
Colorado
$51.6M +$1.24M +11,257 +2%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$51.3M +$41.5M +375,648 +424%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$50.8M -$8.18M -74,005 -14%
ACA
35
Anchor Capital Advisors
Massachusetts
$49.7M -$78M -705,783 -61%
ASN
36
Advisory Services Network
Georgia
$48M -$7.96M -71,987 -14%
Cerity Partners
37
Cerity Partners
New York
$47.3M -$12.5M -113,253 -21%
FM
38
Family Management
New York
$45.3M -$6.73M -60,850 -13%
AA
39
Acorns Advisers
California
$43M +$369K +3,337 +0.9%
ONB
40
Old National Bancorp
Indiana
$42.3M +$10.7M +96,762 +34%
MML Investors Services
41
MML Investors Services
Massachusetts
$41.8M +$5.95M +53,787 +17%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$41.7M -$1.28M -11,535 -3%
LSIA
43
LaSalle St. Investment Advisors
Illinois
$40.6M -$1.68M -15,187 -4%
TC
44
Trust Company
Kansas
$40.4M -$266K -2,408 -0.7%
ACM
45
Allred Capital Management
Texas
$38.9M -$205K -1,855 -0.5%
BS
46
Banco Santander
Spain
$37.8M +$5.16M +46,640 +16%
Goldman Sachs
47
Goldman Sachs
New York
$37.6M -$76M -687,217 -67%
CAN
48
Cetera Advisor Networks
California
$37M +$3.03M +27,409 +9%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$36.9M -$42.8M -387,206 -54%
Millennium Management
50
Millennium Management
New York
$36.1M +$12M +108,436 +50%
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