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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 %
FLA
501
Financial Life Advisors
Texas
$358K – – –
FHB
502
First Hawaiian Bank
Hawaii
$357K +$4.09K +37 +1%
JWBC
503
John W. Brooker & Co
California
$354K -$308K -2,791 -47%
PCFFS
504
Pacific Center for Financial Services
California
$346K -$28.1K -254 -8%
MC
505
Moors & Cabot
Massachusetts
$329K -$6.3K -57 -2%
JFL
506
Jarislowsky, Fraser Ltd
Quebec, Canada
$328K – – –
PFG
507
Prosperity Financial Group
California
$324K +$124K +1,120 +62%
KPWS
508
Kestra Private Wealth Services
Texas
$323K -$28.7K -260 -8%
LWMG
509
Levy Wealth Management Group
Pennsylvania
$320K -$82.8K -750 -21%
RMAM
510
Raab & Moskowitz Asset Management
New Jersey
$320K +$320K +2,899 New
FAM
511
Frontier Asset Management
Wyoming
$317K +$317K +2,869 New
AIP
512
Almanack Investment Partners
Pennsylvania
$315K – – –
EWA
513
EP Wealth Advisors
California
$308K -$292K -3,713 -49%
SCA
514
Snowden Capital Advisors
New York
$305K +$33.9K +307 +12%
CC
515
Chanos & Company
New York
$301K -$200K -1,810 -40%
BOSSRA
516
B.O.S.S. Retirement Advisors
Utah
$299K +$663 +6 +0.2%
TI
517
Tidal Investments
Wisconsin
$298K -$199K -1,800 -40%
LWM
518
Liberty Wealth Management
California
$291K +$291K +2,638 New
VCM
519
Vivaldi Capital Management
Illinois
$288K +$3.31K +30 +1%
CIAS
520
Capital Investment Advisory Services
North Carolina
$287K -$88.3K -799 -24%
AIM
521
Anchor Investment Management
South Carolina
$285K – – –
ST
522
Sabal Trust
Florida
$275K +$275K +2,486 New
SW
523
SteelPeak Wealth
California
$274K -$48.4K -438 -15%
MA
524
MJP Associates
Connecticut
$269K +$269K +2,437 New
WI
525
Wintrust Investments
Illinois
$267K -$81.9K -740 -23%
19 20
21
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