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iShares Short Treasury Bond ETF

701 hedge funds and large institutions have $9.48B invested in iShares Short Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 283 increasing their positions, 258 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
701
Holders Change
-11
Holders Change %
-1.54%
% of All Funds
9.39%
Holding in Top 10
63
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-22.22%
% of All Funds
0.84%
New
72
Increased
283
Reduced
258
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
501
TCP Asset Management
Ohio
$475K -$6.63K -60 -1%
RCG
502
Regatta Capital Group
California
$474K -$392K -3,551 -45%
JWA
503
JFS Wealth Advisors
Pennsylvania
$473K -$75.3K -682 -14%
LFAS
504
Level Four Advisory Services
Texas
$471K +$115K +1,039 +32%
BJL
505
Brighton Jones LLC
Washington
$469K +$8.28K +75 +2%
BPC
506
Bearing Point Capital
Minnesota
$469K +$469K +4,245 New
HOWA
507
Heritage Oak Wealth Advisors
Florida
$468K -$331 -3 -0.1%
MWS
508
MFA Wealth Services
California
$468K +$4.97K +45 +1%
RP
509
Raelipskie Partnership
Ontario, Canada
$464K
HNB
510
Huntington National Bank
Ohio
$462K -$462K
RBC
511
Romano Brothers & Co
Illinois
$450K -$16.6K -150 -4%
JIC
512
Joel Isaacson & Co
New York
$450K +$450K +4,078 New
WA
513
Waverly Advisors
Alabama
$447K -$2.42M -21,923 -84%
FCH
514
Freestone Capital Holdings
Washington
$442K -$99.5K -901 -18%
IPW
515
Intergy Private Wealth
Colorado
$441K +$58K +525 +15%
JSSH
516
J. Safra Sarasin Holding
$437K
WWM
517
Western Wealth Management
Colorado
$437K -$85.9K -778 -16%
JWM
518
Jessup Wealth Management
Ohio
$433K -$68.7K -622 -14%
NC
519
North Capital
Utah
$430K
NAS
520
NWF Advisory Services
California
$427K +$427K +3,868 New
PA
521
Pinnacle Associates
New York
$427K +$427K +3,866 New
DT
522
Diversified Trust
Tennessee
$426K -$4.09K -37 -1%
TCM
523
TT Capital Management
California
$415K +$3.42K +31 +0.8%
FIM
524
Freedom Investment Management
Connecticut
$407K +$26.9K +244 +7%
GM
525
GeoWealth Management
Illinois
$407K +$263K +2,383 +183%