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iShares Short Treasury Bond ETF
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Overview Fund Activity

712 hedge funds and large institutions have $9.6B invested in iShares Short Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 277 increasing their positions, 265 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
9.67%
Holding in Top 10
81
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+22.73%
% of All Funds
1.1%
New
90
Increased
277
Reduced
265
Closed
76
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$269M
2
MW
Marks Wealth
Maryland
+$156M
3
AFP
Ausdal Financial Partners
Iowa
+$93.1M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$88.2M
5
OC
Oakworth Capital
Alabama
+$84.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$413M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$101M
3
ACA
Anchor Capital Advisors
Massachusetts
-$67.4M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$56.9M
5
BWM
Bulltick Wealth Management
Florida
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWPA
476
Richard W. Paul & Associates
Michigan
$567K -$45.2K -409 -7%
GSEP
477
Golden State Equity Partners
California
$563K -$41.8K -378 -7%
CGPCS
478
Capital Group Private Client Services
California
$552K – – –
JWA
479
JFS Wealth Advisors
Pennsylvania
$549K – – –
MAM
480
Madison Asset Management
Wisconsin
$546K +$186K +1,687 +52%
WIA
481
World Investment Advisors
California
$542K -$681K -6,162 -56%
FCH
482
Freestone Capital Holdings
Washington
$542K +$164K +1,481 +43%
SWP
483
Stratos Wealth Partners
Ohio
$538K -$937K -8,483 -64%
IAN
484
Integrated Advisors Network
Texas
$538K -$14.8K -134 -3%
AWM
485
Apollon Wealth Management
South Carolina
$534K -$1.88K -17 -0.4%
EWM
486
Empirical Wealth Management
Washington
$532K +$532K +4,818 New
WWM
487
Western Wealth Management
Colorado
$523K +$114K +1,029 +28%
BAM
488
Belpointe Asset Management
Nevada
$520K +$520K +4,712 New
FAG
489
Fortitude Advisory Group
Washington
$518K +$47.6K +432 +10%
PTC
490
Private Trust Company
Ohio
$516K +$66.3K +600 +15%
WCM
491
Wealthcare Capital Management
Virginia
$513K – – –
WANY
492
Wealthspire Advisors (New York)
New York
$511K +$239K +2,163 +88%
JWM
493
Jessup Wealth Management
Ohio
$502K +$137K +1,238 +37%
RCS
494
Retirement Capital Strategies
California
$501K – – –
MP
495
McDonald Partners
Ohio
$500K – – –
TBC
496
Ted Buchan & Co
California
$493K – – –
BEAM
497
Baker Ellis Asset Management
Washington
$492K -$552K -5,000 -53%
GFA
498
Gallagher Fiduciary Advisors
Illinois
$491K +$491K +4,444 New
CM
499
Columbus Macro
Pennsylvania
$483K +$13.8K +125 +3%
TAM
500
TCP Asset Management
Ohio
$482K -$5.52K -50 -1%
18 19
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