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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 %
FA
526
Fiducient Advisors
Illinois
$259K +$259K +2,348 New
AF
527
Advisornet Financial
Minnesota
$259K -$994 -9 -0.4%
NL
528
NWAM LLC
Washington
$258K +$34.7K +314 +16%
CWM
529
Chicago Wealth Management
Illinois
$256K +$3.42K +31 +1%
CCWM
530
Cassaday & Co Wealth Management
Virginia
$255K -$449K -4,068 -64%
EWM
531
EPG Wealth Management
Georgia
$251K – – –
OLA
532
Oliver Luxxe Assets
New Jersey
$251K -$49.7K -450 -17%
SFP
533
Strategic Financial Partners
Oregon
$249K +$7.73K +70 +3%
BPA
534
Beacon Pointe Advisors
California
$248K -$136K -1,228 -35%
WWM
535
Wiser Wealth Management
Georgia
$247K -$12.5K -113 -5%
VF
536
VitalStone Financial
Texas
$247K +$83.8K +761 +51%
SWA
537
Stratos Wealth Advisors
Ohio
$246K +$246K +2,226 New
AWS
538
AJ Wealth Strategies
New York
$245K +$245K +2,220 New
BG
539
Benedetti & Gucer
Georgia
$244K – – –
ACP
540
Aveo Capital Partners
Colorado
$243K -$3.31K -30 -1%
WMA
541
Wealth Management Associates
New Jersey
$243K -$20.7K -187 -8%
CWM
542
Cedar Wealth Management
California
$243K – – –
PAA
543
Peregrine Asset Advisers
Oregon
$241K +$2.54K +23 +1%
HPM
544
Hudson Portfolio Management
New York
$237K -$137K -1,240 -37%
Luther King Capital Management (LKCM)
545
Luther King Capital Management (LKCM)
Texas
$226K -$227K – –
S
546
SignatureFD
Georgia
$224K +$14.4K +130 +7%
DWP
547
Daymark Wealth Partners
Ohio
$221K – – –
PIMG
548
Patriot Investment Management Group
Tennessee
$220K +$220K +1,990 New
GCMG
549
Gyroscope Capital Management Group
Florida
$217K – – –
CAM
550
Clark Asset Management
New Hampshire
$216K – – –
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