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iShares Short Treasury Bond ETF
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Overview Fund Activity

595 hedge funds and large institutions have $15.4B invested in iShares Short Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 211 increasing their positions, 205 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+44
Holders Change %
+7.99%
% of All Funds
9.6%
Holding in Top 10
85
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.59%
% of All Funds
1.37%
New
132
Increased
211
Reduced
205
Closed
75
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$365M
2
Mariner
Mariner
Kansas
+$143M
3
Morgan Stanley
Morgan Stanley
New York
+$137M
4
SW
SVB Wealth
Massachusetts
+$94.4M
5
Wells Fargo
Wells Fargo
California
+$84.7M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$1.57B
2
AWA
Arete Wealth Advisors
Illinois
-$678M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$592M
4
AssetMark Inc
AssetMark Inc
California
-$278M
5
FCH
Freestone Capital Holdings
Washington
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
601
Cabana LLC
Arkansas
– -$22.5M -204,935 Closed
AP
602
Agilis Partners
Massachusetts
– -$19.3M -175,749 Closed
SEM
603
Strategic Equity Management
Arizona
– -$11.8M -106,936 Closed
CAG
604
Csenge Advisory Group
Florida
– -$10.5M -95,796 Closed
ASFA
605
All Season Financial Advisors
Colorado
– -$8.76M -79,632 Closed
CA
606
Continuum Advisory
Idaho
– -$8.42M -76,541 Closed
ML
607
McAdam LLC
Pennsylvania
– -$6.45M -58,674 Closed
TCPWM
608
Traverso Chambers Private Wealth Management
California
– -$5.75M -52,302 Closed
T
609
TCWP
Ohio
– -$5.48M -49,863 Closed
SFS
610
Sowell Financial Services
Arkansas
– -$4.36M -39,602 Closed
SPW
611
Surience Private Wealth
Washington
– -$4.28M -38,917 Closed
HIC
612
Hartline Investment Corp
Illinois
– -$3.33M -30,313 Closed
LA
613
Latitude Advisors
Florida
– -$3.33M -30,313 Closed
BFG
614
Beacon Financial Group
Texas
– -$2.98M -27,112 Closed
BPA
615
Beacon Pointe Advisors
California
– -$2.95M -26,795 Closed
Citadel Advisors
616
Citadel Advisors
Florida
– -$2.62M -23,789 Closed
ACM
617
AlphaStar Capital Management
North Carolina
– -$2.37M -21,519 Closed
SA
618
Shilanski & Associates
Alaska
– -$2.36M -21,470 Closed
CCP
619
Carmel Capital Partners
California
– -$1.8M -16,385 Closed
CWA
620
Centennial Wealth Advisory
Michigan
– -$1.75M -15,894 Closed
EA
621
Emerald Advisors
Washington
– -$1.72M -15,662 Closed
BAM
622
BTS Asset Management
Massachusetts
– -$1.36M -12,320 Closed
PFO
623
Pathstone Family Office
New Jersey
– -$1.34M -12,160 Closed
CP
624
Covenant Partners
Tennessee
– -$1.33M -12,077 Closed
SFG
625
SevenBridge Financial Group
Pennsylvania
– -$1.25M -11,380 Closed
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25
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