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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 %
QCM
576
Quantinno Capital Management
New York
$276K – – –
SWP
577
Sagespring Wealth Partners
Tennessee
$276K +$276K +2,497 New
PWM
578
PBMares Wealth Management
Virginia
$273K +$6.19K +56 +2%
COCM
579
Charter Oak Capital Management
New Hampshire
$273K -$10.4K -94 -4%
Thrivent Financial for Lutherans
580
Thrivent Financial for Lutherans
Minnesota
$271K – – –
VWWMG
581
Vermillion & White Wealth Management Group
Pennsylvania
$271K – – –
NL
582
NWAM LLC
Washington
$269K +$26.3K +238 +11%
HFS
583
Howard Financial Services
Texas
$269K +$51.3K +464 +24%
CTC
584
Central Trust Company
Missouri
$269K +$17.6K +159 +7%
PCS
585
Private Client Services
Kentucky
$262K +$15.1K +137 +6%
AIP
586
Almanack Investment Partners
Pennsylvania
$259K -$10.1K -91 -4%
SOWAS
587
Silver Oak Wealth Advisors Services
California
$258K -$228K -2,062 -47%
BMM
588
Buffington Mohr McNeal
Idaho
$257K -$133K -1,200 -34%
AIFS
589
A&I Financial Services
Colorado
$253K -$38.4K -348 -13%
SWP
590
Summit Wealth Partners
Florida
$248K – – –
IF
591
Intrua Financial
Texas
$245K +$245K +2,220 New
SW
592
StrongBox Wealth
Missouri
$245K -$9.39K -85 -4%
VHAM
593
Van Hulzen Asset Management
California
$245K +$108K +980 +79%
AIFAIM
594
American Institute for Advanced Investment Management
Arizona
$240K +$240K +2,175 New
MC
595
Moors & Cabot
Massachusetts
$239K +$773 +7 +0.3%
CA
596
Calton & Associates
Florida
$238K +$238K +2,152 New
CCWM
597
Cassaday & Co Wealth Management
Virginia
$237K -$15K -136 -6%
Northern Trust
598
Northern Trust
Illinois
$235K +$235K +2,130 New
ICMM
599
Integrated Capital Management (Michigan)
Michigan
$235K +$235K +2,127 New
ACA
600
Aptus Capital Advisors
Alabama
$235K -$4.75K -43 -2%
22 23
24
25 26