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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
+$96.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$95.5M
3
Cerity Partners
Cerity Partners
New York
+$67.7M
4
FIA
Foundations Investment Advisors
Arizona
+$50.9M
5
AI
Accredited Investors
Minnesota
+$45.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.23B
2
Charles Schwab
Charles Schwab
California
-$361M
3
Morgan Stanley
Morgan Stanley
New York
-$126M
4
SWG
Summit Wealth Group
Vermont
-$115M
5
SW
SVB Wealth
Massachusetts
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
476
Sinecera Capital
Texas
$438K -$4.2K -38 -0.9%
BWM
477
Baron Wealth Management
Michigan
$429K +$429K +3,888 New
TRCT
478
Tower Research Capital (TRC)
New York
$429K +$429K +3,881 New
ZF
479
Zhang Financial
Michigan
$425K +$425K +3,858 New
M&T Bank
480
M&T Bank
New York
$420K -$93.6K -847 -18%
CWA
481
Core Wealth Advisors
Florida
$416K +$101K +915 +32%
MWM
482
Maripau Wealth Management
Indiana
$414K -$318K -2,883 -43%
RA
483
RFG Advisory
Alabama
$411K -$52.6K -476 -11%
TIM
484
Tortoise Investment Management
New York
$405K -$16K -145 -4%
LL
485
LWMG LLC
Minnesota
$405K +$405K +3,665 New
BCM
486
Bienville Capital Management
New York
$401K – – –
GS
487
GTS Securities
New York
$399K +$399K +3,617 New
TAM
488
Tocqueville Asset Management
New York
$398K +$398K +3,600 New
LTL
489
Lowery Thomas LLC
California
$395K -$98.4K -891 -20%
TCA
490
Transcend Capital Advisors
New Jersey
$394K +$394K +3,565 New
SF
491
Synovus Financial
Georgia
$393K -$451K -4,079 -53%
CCG
492
Ceeto Capital Group
Florida
$387K – – –
HNB
493
Huntington National Bank
Ohio
$387K -$733K – –
HI
494
Harper Investing
California
$385K +$385K +3,490 New
CAS
495
Coppell Advisory Solutions
Texas
$378K -$995K -9,011 -72%
CIAS
496
CFS Investment Advisory Services
New Jersey
$368K +$368K +3,332 New
OCM
497
One Capital Management
California
$367K +$3.2K +29 +0.9%
BTWM
498
Baker Tilly Wealth Management
Wisconsin
$365K -$61.7K -559 -14%
WP
499
WealthSpring Partners
California
$361K -$98.7K -894 -21%
LC
500
LTG Capital
Massachusetts
$360K – – –
18 19
20
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