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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 %
1832 Asset Management
626
1832 Asset Management
Ontario, Canada
– -$910K -8,272 Closed
NL
627
NVWM LLC
Pennsylvania
– -$778K -7,077 Closed
CRI
628
Colonial River Investments
Virginia
– -$743K -6,759 Closed
W
629
WealthOne
New York
– -$725K -6,589 Closed
GW
630
GW & Wade
Massachusetts
– -$629K -5,715 Closed
CBFP
631
Cedar Brook Financial Partners
Ohio
– -$559K -5,081 Closed
MSCM
632
McElhenny Sheffield Capital Management
Texas
– -$502K -4,567 Closed
BL
633
BFSG LLC
California
– -$432K -3,923 Closed
RP
634
Riverwater Partners
Wisconsin
– -$406K -3,689 Closed
PCIA
635
Prime Capital Investment Advisors
Kansas
– -$402K -3,650 Closed
HIMC
636
Heritage Investors Management Corp
Maryland
– -$392K -3,559 Closed
SIC
637
Sterling Investment Counsel
New York
– -$374K -3,401 Closed
CAN
638
Claraphi Advisory Network
United States
– -$353K -3,213 Closed
Simplex Trading
639
Simplex Trading
Illinois
– -$336K -3,063 Closed
TCM
640
Tuttle Capital Management
Connecticut
– -$330K -3,000 Closed
AFAS
641
Acorn Financial Advisory Services
Virginia
– -$314K -2,851 Closed
CL
642
Choreo LLC
Illinois
– -$309K -2,811 Closed
TFA
643
Triad Financial Advisors
North Carolina
– -$307K -2,793 Closed
HGWM
644
Horst & Graben Wealth Management
Oregon
– -$284K -2,584 Closed
CAM
645
Concorde Asset Management
Michigan
– -$284K -2,582 Closed
RW
646
Rede Wealth
Virginia
– -$276K -2,513 Closed
OWA
647
Outlook Wealth Advisors
Texas
– -$263K -2,394 Closed
SEI Investments
648
SEI Investments
Pennsylvania
– -$250K -2,276 Closed
IWP
649
Insight Wealth Partners
Texas
– -$245K -2,228 Closed
LAM
650
LifePro Asset Management
California
– -$241K -2,193 Closed
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