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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 %
TCM
526
TT Capital Management
California
$412K -$13K -118 -3%
SFC
527
SYM Financial Corp
Indiana
$412K +$12K +109 +3%
CWA
528
Centennial Wealth Advisory
Michigan
$402K -$43.4K -393 -10%
IP
529
Investment Partners
Ohio
$401K – – –
EMAM
530
Encompass More Asset Management
California
$400K +$400K +3,620 New
PIMG
531
Patriot Investment Management Group
Tennessee
$399K -$54.2K -491 -12%
SIC
532
Salem Investment Counselors
North Carolina
$397K -$18.2K -165 -4%
CCM
533
Crabel Capital Management
California
$394K +$394K +3,570 New
IPW
534
Intergy Private Wealth
Colorado
$383K +$13.4K +121 +4%
ATC
535
Argent Trust Co
Tennessee
$382K – – –
SLG
536
Stanley-Laman Group
Pennsylvania
$382K +$31.9K +289 +9%
FIM
537
Freedom Investment Management
Connecticut
$380K +$380K +3,441 New
CCC
538
Compass Capital Corp
Massachusetts
$380K – – –
DAS
539
Diversify Advisory Services
Utah
$378K +$65.8K +596 +21%
EWA
540
EP Wealth Advisors
California
$376K -$68K -616 -15%
PA
541
Probity Advisors
Texas
$373K -$518K -4,693 -58%
Koshinski Asset Management
542
Koshinski Asset Management
Illinois
$371K -$20.9K -189 -5%
KP
543
Keel Point
Alabama
$364K -$472K -4,270 -56%
HWM
544
Hemington Wealth Management
Virginia
$363K – – –
LC
545
LTG Capital
Massachusetts
$360K – – –
LFAS
546
Level Four Advisory Services
Texas
$357K +$27.9K +253 +8%
QFA
547
Quattro Financial Advisors
Texas
$354K – – –
M&T Bank
548
M&T Bank
New York
$348K +$93.9K +850 +37%
SFP
549
Strategic Financial Partners
Oregon
$342K +$107K +965 +45%
HIM
550
Hanlon Investment Management
New Jersey
$339K +$339K +3,069 New
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