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iShares Short Treasury Bond ETF
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Overview Fund Activity

527 hedge funds and large institutions have $13.6B invested in iShares Short Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 209 increasing their positions, 143 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+36
Holders Change %
+7.33%
% of All Funds
8.91%
Holding in Top 10
76
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+61.7%
% of All Funds
1.29%
New
96
Increased
209
Reduced
143
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
$2.32B
2
FCH
Freestone Capital Holdings
Washington
$716M
3
BlackRock
BlackRock
New York
$1.6B
4
GC
Grimes & Company
Massachusetts
$300M
5
TAM
Tucker Asset Management
Colorado
$288M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$147M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$76.1M
3
CRG
Cornerstone Retirement Group
Nevada
$58.8M
4
PC
Peavine Capital
Nevada
$90.4M
5
3AM
3EDGE Asset Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MS
526
Mizuho Securities
Japan
$2K -$118 -1 -6%
CSWG
527
Cardinal Strategic Wealth Guidance
Kentucky
$2K +$2K +15 New
AW
528
ACG Wealth
Georgia
$2K +$2K +17 New
TFA
529
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
BRWM
530
B. Riley Wealth Management
Tennessee
$626 +$626 +5,682 New
3AM
531
3EDGE Asset Management
Florida
– -$65.1M -590,392 Closed
RWP
532
Reliant Wealth Planning
Kentucky
– -$17.6M -159,554 Closed
TC
533
TownSquare Capital
Utah
– -$10.9M -98,949 Closed
5L
534
55I LLC
Massachusetts
– -$5.07M -45,949 Closed
WAAG
535
Wealth Alliance Advisory Group
Kansas
– -$3.16M -28,653 Closed
HC
536
Hamilton Capital
Ohio
– -$2.62M -23,791 Closed
CW
537
CreativeOne Wealth
Kansas
– -$2.16M -19,627 Closed
FTA
538
Financial & Tax Architects
Missouri
– -$1.74M -15,795 Closed
OCM
539
Orser Capital Management
Texas
– -$1.7M -15,450 Closed
MSWMA
540
Market Street Wealth Management Advisors
Indiana
– -$1.7M -15,420 Closed
PA
541
Pinnacle Associates
New York
– -$1.44M -13,043 Closed
PWMAG
542
Pinnacle Wealth Management Advisory Group
New Jersey
– -$1.34M -12,153 Closed
AWM
543
Accurate Wealth Management
Florida
– -$1.06M -9,592 Closed
BZWA
544
Blue Zone Wealth Advisors
California
– -$1.01M -9,155 Closed
EWMCB
545
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– -$874K -7,929 Closed
NL
546
NVWM LLC
Pennsylvania
– -$846K -7,673 Closed
EVM
547
Eaton Vance Management
Massachusetts
– -$755K -6,847 Closed
ES
548
Eagle Strategies
New York
– -$737K -6,687 Closed
AT
549
American Trust
Kentucky
– -$729K -6,612 Closed
MWM
550
Mattern Wealth Management
Kansas
– -$634K -5,750 Closed
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