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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 %
PI
601
PFG Investments
New York
$233K -$9.28K -84 -4%
JSAM
602
J. Safra Asset Management
New York
$232K -$25.7K -233 -10%
BI
603
Beckerman Institutional
New Jersey
$232K +$6.08K +55 +3%
WPC
604
Wedmont Private Capital
Pennsylvania
$230K – – –
CWC
605
Carolinas Wealth Consulting
North Carolina
$228K +$1.55K +14 +0.7%
TFM
606
TFC Financial Management
Massachusetts
$225K +$1.55K +14 +0.7%
WMA
607
Wealth Management Associates
New Jersey
$221K – – –
WBC
608
West Branch Capital
Massachusetts
$219K +$1.55K +14 +0.7%
DAC
609
Dividend Assets Capital
South Carolina
$216K +$216K +1,957 New
WSFS
610
Wilmington Savings Fund Society
Delaware
$213K +$4.97K +45 +2%
SMC
611
Smith, Moore & Co
Missouri
$212K -$230K -2,085 -52%
A
612
Allianz
Germany
$212K -$98.2K -889 -32%
WIP
613
WealthCare Investment Partners
Rhode Island
$210K +$2.21K +20 +1%
DWP
614
Daymark Wealth Partners
Ohio
$210K -$52.7K -477 -20%
SAM
615
Secure Asset Management
Michigan
$210K -$22.5K -204 -10%
LFA
616
Lauterbach Financial Advisors
Texas
$206K +$1.44K +13 +0.7%
CAS
617
Coppell Advisory Solutions
Texas
$205K -$2.7M -22,662 -93%
LA
618
Latitude Advisors
Florida
$204K -$1.68M -15,174 -89%
TFF
619
The Family Firm
Maryland
$204K +$1.55K +14 +0.8%
SSWM
620
Smith Salley Wealth Management
North Carolina
$203K – – –
GWMR
621
GC Wealth Management RIA
Massachusetts
$202K +$202K +1,825 New
NCM
622
New Capital Management
Texas
$200K -$3.06M -27,663 -94%
BFS
623
BridgePort Financial Solutions
Iowa
$200K -$46.5K -421 -19%
GWM
624
Geneos Wealth Management
Colorado
$199K +$101K +915 +103%
BHWM
625
Beaird Harris Wealth Management
Texas
$185K – – –
23 24
25
26 27