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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 %
Invesco
551
Invesco
Georgia
$214K -$203K -1,836 -49%
SPC
552
Sigma Planning Corp
Michigan
$211K +$211K +1,912 New
EWA
553
ERTS Wealth Advisors
Michigan
$210K -$211K -1,906 -50%
CW
554
Channel Wealth
California
$209K -$123K -1,118 -37%
MCM
555
Mattern Capital Management
Colorado
$208K -$98.9K -895 -32%
EWM
556
Endowment Wealth Management
Wisconsin
$205K +$2.32K +21 +1%
Deutsche Bank
557
Deutsche Bank
Germany
$203K – – –
OHWP
558
Oak Harbor Wealth Partners
North Carolina
$200K – – –
IRC
559
Investors Research Corp
Georgia
$199K +$13.1K +119 +7%
RWPA
560
Richard W. Paul & Associates
Michigan
$196K -$13K -118 -6%
BTI
561
Blue Trust Inc
Georgia
$182K -$46.1K -417 -20%
FRA
562
Front Row Advisors
California
$180K – – –
DI
563
Disciplined Investments
Oklahoma
$172K -$1.37M -12,424 -89%
FAM
564
Family Asset Management
South Carolina
$169K -$99.7K -903 -37%
HWP
565
Highline Wealth Partners
California
$162K -$85.8K -777 -35%
BSWA
566
Bromfield Sneider Wealth Advisors
Massachusetts
$160K +$160K +1,450 New
CWC
567
Carolinas Wealth Consulting
North Carolina
$149K +$1.66K +15 +1%
SHIM
568
Stone House Investment Management
Pennsylvania
$131K +$883 +8 +0.7%
CP
569
Castleview Partners
Texas
$121K -$245K -2,218 -67%
FCMT
570
Founders Capital Management (Texas)
Texas
$121K – – –
RCM
571
Raleigh Capital Management
North Carolina
$113K -$27.1K -245 -19%
NSIM
572
North Star Investment Management
Illinois
$110K – – –
TF
573
Tompkins Financial
New York
$110K – – –
CPA
574
Cardiff Park Advisors
California
$108K +$15.1K +137 +16%
CFD
575
Creative Financial Designs
Indiana
$106K -$13.4K -121 -11%
21 22
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