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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 %
S
551
SignatureFD
Georgia
$339K +$1.33K +12 +0.4%
IA
552
Integrity Alliance
Iowa
$338K +$338K +3,063 New
SC
553
Summa Corp
Texas
$331K +$331K +3,000 New
MCM
554
Mattern Capital Management
Colorado
$328K +$328K +2,972 New
FAG
555
Financial Architects (Georgia)
Georgia
$325K -$1.11K -10 -0.3%
GAM
556
Gotham Asset Management
New York
$321K – – –
AWM
557
Aprio Wealth Management
Georgia
$321K +$23.8K +215 +8%
GAA
558
Global Assets Advisory
Florida
$321K +$321K +2,910 New
CIAS
559
Capital Investment Advisory Services
North Carolina
$319K +$9.72K +88 +3%
PA
560
PFG Advisors
Arizona
$317K +$3.09K +28 +1%
CG
561
Caprock Group
Idaho
$315K +$315K +2,854 New
National Bank of Canada
562
National Bank of Canada
Quebec, Canada
$312K -$539K -4,881 -63%
AI
563
Accredited Investors
Minnesota
$311K +$4.2K +38 +1%
HKIMG
564
Hutchens & Kramer Investment Management Group
Indiana
$308K +$308K +2,787 New
SMAM
565
Sugar Maple Asset Management
Wisconsin
$303K – – –
ACG
566
Allen Capital Group
Nebraska
$302K -$206K -1,861 -41%
VI
567
Vestcor Inc
New Brunswick, Canada
$301K +$15.5K +140 +5%
TWM
568
TCFG Wealth Management
California
$298K – – –
CAPTRUST Financial Advisors
569
CAPTRUST Financial Advisors
North Carolina
$297K -$101K -915 -25%
BCM
570
Beaumont Capital Management
Massachusetts
$294K +$294K +2,663 New
RWB
571
RMR Wealth Builders
New Jersey
$291K -$26.2K -237 -8%
TA
572
TFB Advisors
Kansas
$280K +$280K +2,539 New
PG
573
Prostatis Group
Maryland
$279K +$279K +2,524 New
CAM
574
Clark Asset Management
New Hampshire
$278K +$552 +5 +0.2%
MWM
575
Maridea Wealth Management
New York
$277K -$119K -1,074 -30%
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