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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 %
GJIA
601
Glass Jacobson Investment Advisors
Maryland
$32.3K +$32.3K +292 New
LS
602
Liquid Strategies
Georgia
$31.7K +$31.7K +287 New
OLVIG
603
Oliver Lagore Vanvalin Investment Group
Michigan
$27.3K +$27.3K +247 New
SWA
604
SOA Wealth Advisors
New York
$25.7K +$1.55K +14 +6%
FWP
605
FAS Wealth Partners
Kansas
$25.6K +$7.73K +70 +43%
OP
606
ORG Partners
Indiana
$25.1K +$25.1K +228 New
BWM
607
BerganKDV Wealth Management
Minnesota
$23.5K -$54.7K -495 -70%
NFSG
608
Newbridge Financial Services Group
Florida
$22.7K -$30.5K -276 -57%
TWM
609
Tradition Wealth Management
Minnesota
$22K +$22K +196 New
KFS
610
Kelly Financial Services
Massachusetts
$20K +$6.97K +63 +53%
Kayne Anderson Rudnick Investment Management
611
Kayne Anderson Rudnick Investment Management
California
$19.4K +$19.4K +176 New
PCM
612
Penserra Capital Management
California
$19K +$19K +179 New
WP
613
WealthShield Partners
North Carolina
$18.2K -$41.9K -379 -70%
AWM
614
Avior Wealth Management
Nebraska
$17K +$111 +1 +0.7%
Asset Management One
615
Asset Management One
Japan
$14.2K – – –
RWM
616
Ruedi Wealth Management
Illinois
$13K – – –
GWSG
617
GPS Wealth Strategies Group
Colorado
$12.8K +$3.76K +34 +41%
BWM
618
Baystate Wealth Management
Massachusetts
$12.5K -$32.5K -292 -72%
KFI
619
Key Financial Inc
Pennsylvania
$11.9K +$10.5K +95 +731%
MTIC
620
Missouri Trust & Investment Company
Missouri
$10.5K +$10.5K +95 New
FGAM
621
Financial Gravity Asset Management
Texas
$8.23K -$47 -1 -0.6%
PCMC
622
Private Capital Management (Colorado)
Colorado
$7.84K -$1.8M -16,329 -100%
CTA
623
Colonial Trust Advisors
South Carolina
$7.73K +$7.73K +70 New
CT
624
Colonial Trust
South Carolina
$7.62K +$7.62K +69 New
MAM
625
Marquette Asset Management
Minnesota
$7.29K – – –
23 24
25
26 27