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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 %
PP
576
PFS Partners
New Jersey
$105K +$105K +953 New
AA
577
Ancora Advisors
Ohio
$101K +$40.1K +363 +66%
AWM
578
AllSquare Wealth Management
New York
$99.8K -$126K -1,140 -56%
JWA
579
JFS Wealth Advisors
Pennsylvania
$97.4K – – –
LWM
580
LJI Wealth Management
Indiana
$92.3K +$92.3K +92,336 New
Fifth Third Bancorp
581
Fifth Third Bancorp
Ohio
$89.6K -$22.3K -202 -20%
RFA
582
Resurgent Financial Advisors
Georgia
$87.1K -$34.4K -311 -28%
AWM
583
Angeles Wealth Management
California
$80.3K +$80.3K +727 New
NMG
584
New Millennium Group
Utah
$72.8K -$44.5K -403 -38%
ODG
585
O'Dell Group
Ohio
$70.4K +$70.4K +637 New
HI
586
Harbour Investments
Wisconsin
$65.1K +$16.9K +153 +35%
MIH
587
Meitav Investment House
Israel
$64.5K +$64.5K +584 New
GWANC
588
Guardian Wealth Advisors (North Carolina)
North Carolina
$62.4K – – –
CMBA
589
C.M. Bidwell & Associates
Hawaii
$58.1K – – –
SSB
590
Sandy Spring Bank
Maryland
$56.3K +$56.3K +510 New
HCM
591
Hollencrest Capital Management
California
$55.2K – – –
CAL
592
Capital Analysts LLC
Pennsylvania
$55K +$55K +495 New
Franklin Resources
593
Franklin Resources
California
$54.9K – – –
WT
594
Whittier Trust
California
$54.1K -$7.4K -67 -12%
HC
595
Hoese & Co
Minnesota
$53K +$53K +480 New
SIS
596
Strategic Investment Solutions
Illinois
$46.8K -$38.7K -352 -45%
HCP
597
Hexagon Capital Partners
Arkansas
$45.6K -$663 -6 -1%
FA
598
Faithward Advisors
Pennsylvania
$44.1K +$30.7K +279 +231%
HCA
599
Heck Capital Advisors
Wisconsin
$42.5K – – –
WWP
600
WR Wealth Planners
Missouri
$35.3K +$5.08K +46 +17%
22 23
24
25 26