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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 %
SAS
551
SMI Advisory Services
Indiana
– -$583K -5,290 Closed
SC
552
Savant Capital
Illinois
– -$580K -5,259 Closed
BFG
553
Barber Financial Group
Kansas
– -$480K -4,350 Closed
HKAM
554
Horizon Kinetics Asset Management
New York
– -$381K -3,456 Closed
LNWTC
555
Laird Norton Wetherby Trust Company
Washington
– -$355K -3,225 Closed
AR
556
Advisory Research
Illinois
– -$352K -3,190 Closed
MWAM
557
Manhattan West Asset Management
California
– -$351K -3,181 Closed
TWP
558
Transparent Wealth Partners
Arkansas
– -$337K -3,060 Closed
FW
559
FirstPurpose Wealth
Utah
– -$306K -2,779 Closed
RVPG
560
Relative Value Partners Group
– -$294K -2,663 Closed
MG
561
Mather Group
Illinois
– -$243K -2,205 Closed
CISOA
562
Capital Investment Services of America
Wisconsin
– -$243K -2,200 Closed
Invesco
563
Invesco
Georgia
– -$232K -2,100 Closed
NHC
564
Nicholas Hoffman & Company
Georgia
– -$228K -2,071 Closed
STA
565
Summit Trail Advisors
New York
– -$221K -2,009 Closed
TA
566
TruWealth Advisors
Louisiana
– -$201K -1,824 Closed
ED
567
Exane Derivatives
France
– -$156K -1,414 Closed
CG
568
Cutler Group
California
– -$121K -1,100 Closed
TFO
569
Tarbox Family Office
California
– -$99K -902 Closed
LF
570
Lee Financial
Texas
– -$29K -260 Closed
AF
571
Arrow Financial
New York
– -$22K -200 Closed
GGI
572
Godsey & Gibb Inc
Virginia
– -$22K -200 Closed
T
573
TCWP
Ohio
– -$14K -130 Closed
MPWT
574
MassMutual Private Wealth & Trust
Connecticut
– -$14K -127 Closed
RIM
575
Rockbridge Investment Management
New York
– -$13K -118 Closed
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