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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 %
Kovitz Investment Group Partners
501
Kovitz Investment Group Partners
Illinois
$480K +$16.1K +146 +3%
AWA
502
Authentikos Wealth Advisory
California
$476K +$85.4K +773 +22%
CRWM
503
Castle Rock Wealth Management
California
$476K +$1.1K +10 +0.2%
VA
504
Valmark Advisers
Ohio
$472K +$3.2K +29 +0.7%
HOWA
505
Heritage Oak Wealth Advisors
Florida
$468K -$206K -1,868 -31%
RBC
506
Romano Brothers & Co
Illinois
$467K +$43.6K +395 +10%
JEST
507
JTC Employer Solutions Trustee
Jersey
$467K -$149K -1,351 -24%
RP
508
Raelipskie Partnership
Ontario, Canada
$464K – – –
TCM
509
Triumph Capital Management
Colorado
$464K +$149K +1,350 +47%
MWS
510
MFA Wealth Services
California
$463K -$1.49M -13,534 -76%
HNB
511
Huntington National Bank
Ohio
$462K -$1.56M – –
VFA
512
Voya Financial Advisors
Connecticut
$461K +$159K +1,442 +53%
BJL
513
Brighton Jones LLC
Washington
$461K -$113K -1,025 -20%
AC
514
Avory & Company
Florida
$458K +$458K +4,142 New
CWA
515
Consilium Wealth Advisory
Texas
$449K +$61.9K +560 +16%
MWM
516
Mission Wealth Management
California
$443K +$26.8K +243 +6%
Lido Advisors
517
Lido Advisors
California
$439K +$84.7K +767 +24%
JSSH
518
J. Safra Sarasin Holding
$437K -$2.83M -25,617 -87%
DT
519
Diversified Trust
Tennessee
$430K -$10.9K -99 -2%
NC
520
North Capital
Utah
$430K +$430K +3,891 New
SC
521
Savant Capital
Illinois
$429K -$375K -3,398 -47%
VPA
522
Vernal Point Advisors
California
$427K – – –
KPWS
523
Kestra Private Wealth Services
Texas
$423K -$46.3K -419 -10%
WIM
524
Wittenberg Investment Management
Massachusetts
$420K +$199K +1,800 +90%
PWS
525
Physician Wealth Solutions
Nevada
$415K -$15.4K -139 -4%
19 20
21
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