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iShares Short Treasury Bond ETF

701 hedge funds and large institutions have $9.48B invested in iShares Short Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 283 increasing their positions, 258 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
701
Holders Change
-11
Holders Change %
-1.54%
% of All Funds
9.39%
Holding in Top 10
63
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-22.22%
% of All Funds
0.84%
New
72
Increased
283
Reduced
258
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SOWAS
576
Silver Oak Wealth Advisors Services
California
$266K +$7.62K +69 +3%
RWB
577
RMR Wealth Builders
New Jersey
$265K -$26.3K -238 -9%
EC
578
EdgeRock Capital
Colorado
$264K +$264K +2,387 New
PRS
579
Pinkerton Retirement Specialists
Idaho
$254K -$400K -3,621 -61%
AIFS
580
A&I Financial Services
Colorado
$253K
ACA
581
Aptus Capital Advisors
Alabama
$252K +$17.9K +162 +8%
PHAM
582
Palisades Hudson Asset Management
Florida
$251K +$251K +2,276 New
COCM
583
Charter Oak Capital Management
New Hampshire
$250K -$22.7K -206 -8%
NFG
584
Nations Financial Group
Iowa
$249K +$249K +2,256 New
SWP
585
Summit Wealth Partners
Florida
$248K
VHAM
586
Van Hulzen Asset Management
California
$247K +$2.65K +24 +1%
SW
587
StrongBox Wealth
Missouri
$245K
PWM
588
PBMares Wealth Management
Virginia
$242K -$30.8K -279 -11%
MWM
589
Mission Wealth Management
California
$242K -$201K -1,819 -45%
AIFAIM
590
American Institute for Advanced Investment Management
Arizona
$240K
ICMM
591
Integrated Capital Management (Michigan)
Michigan
$236K +$1.1K +10 +0.5%
AIP
592
Almanack Investment Partners
Pennsylvania
$236K -$23.5K -213 -9%
JSAM
593
J. Safra Asset Management
New York
$232K
DWM
594
Daner Wealth Management
Georgia
$231K +$231K +2,100 New
WPC
595
Wedmont Private Capital
Pennsylvania
$230K
GSEP
596
Golden State Equity Partners
California
$228K -$334K -3,026 -59%
SAI
597
Savvy Advisors Inc
New York
$228K +$228K +2,065 New
GWMR
598
GC Wealth Management RIA
Massachusetts
$224K +$22.4K +203 +11%
FGWP
599
Founders Grove Wealth Partners
Virginia
$222K +$222K +2,012 New
ACS
600
Archford Capital Strategies
Illinois
$221K -$384K -3,479 -63%