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iShares Short Treasury Bond ETF
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Overview Fund Activity

673 hedge funds and large institutions have $9.5B invested in iShares Short Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 258 increasing their positions, 249 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.74%
Holding in Top 10
65
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.41%
% of All Funds
0.94%
New
75
Increased
258
Reduced
249
Closed
67
Calls
$420K
Puts
–
Net Calls
+$420K
Net Calls Change
+$420K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$999M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$229M
3
Morgan Stanley
Morgan Stanley
New York
$692M
4
BlackRock
BlackRock
New York
$911M
5
BWM
Bulltick Wealth Management
Florida
$71.7M

Top Sellers

1
HAFG
Hansen & Associates Financial Group
California
$74.9M
2
AllianceBernstein
AllianceBernstein
Tennessee
$52.5M
3
Wells Fargo
Wells Fargo
California
$411M
4
SG Americas Securities
SG Americas Securities
New York
$0
5
Ameriprise
Ameriprise
Minnesota
$88.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAFG
26
Hansen & Associates Financial Group
California
$74.9M -$1.23B -11,145,448 -94%
BWM
27
Bulltick Wealth Management
Florida
$71.7M +$58M +524,417 +423%
Stifel Financial
28
Stifel Financial
Missouri
$66.3M +$3.3M +29,814 +5%
CG
29
Cynosure Group
Utah
$62M +$1.9M +17,145 +3%
GA
30
Gateway Advisory
New Jersey
$60.5M +$7.38M +66,717 +14%
TLFA
31
True Link Financial Advisors
California
$57.4M -$5.29M -47,829 -8%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.8M -$28M -253,262 -33%
TA
33
Townsend & Associates
Colorado
$55.4M +$2.31M +20,925 +4%
Cerity Partners
34
Cerity Partners
New York
$52.6M -$380K -3,433 -0.7%
AllianceBernstein
35
AllianceBernstein
Tennessee
$52.5M -$103M -934,852 -66%
FIA
36
Foundations Investment Advisors
Arizona
$51.3M -$3.03M -27,368 -6%
GAG
37
GM Advisory Group
New York
$48.3M +$2.03M +18,309 +4%
AA
38
Acorns Advisers
California
$46M +$1.73M +15,669 +4%
ASN
39
Advisory Services Network
Georgia
$44.6M – – –
TC
40
TownSquare Capital
Utah
$43.1M +$9.3M +84,075 +27%
FM
41
Family Management
New York
$42.8M -$1.48M -13,335 -3%
ONB
42
Old National Bancorp
Indiana
$42.8M -$2.05M -18,547 -5%
LSIA
43
LaSalle St. Investment Advisors
Illinois
$41.7M +$843K +7,616 +2%
MML Investors Services
44
MML Investors Services
Massachusetts
$41.6M -$4.43M -40,003 -10%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$40.5M +$331K +2,992 +0.8%
TC
46
Trust Company
Kansas
$40.4M -$440K -3,977 -1%
Osaic Holdings
47
Osaic Holdings
Arizona
$39.9M -$7.53M -68,073 -16%
Millennium Management
48
Millennium Management
New York
$39.4M +$6.69M +60,497 +20%
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$36.3M +$1.63M +14,728 +5%
GRP
50
Global Retirement Partners
California
$35.7M +$1.78M +16,078 +5%
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