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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 %
RA
626
Rise Advisors
New York
$6.49K +$110 +1 +2%
FCA
627
FinTrust Capital Advisors
South Carolina
$6.47K – – –
SC
628
SouthState Corp
Florida
$5.08K -$132K -1,198 -96%
PK
629
Pflug Koory
Nebraska
$3.87K – – –
CPG
630
Cornerstone Planning Group
New Jersey
$3.87K +$3.87K +35 New
MLA
631
MB, Levis & Associates
Pennsylvania
$2.54K +$2.54K +23 New
CQS
632
Credential Qtrade Securities
$2.43K -$2.1K -19 -46%
SWM
633
Sanctuary Wealth Management
Idaho
$1.77K +$1.77K +16 New
TFA
634
Transamerica Financial Advisors
Florida
$1K – – –
IAS
635
IMA Advisory Services
Colorado
$884 -$1.22K -11 -58%
PS
636
PayPay Securities
Japan
$552 -$221 -2 -29%
CI
637
Cordant Inc
Oregon
$111 – – –
AWA
638
Alaska Wealth Advisors
Alaska
$110 – – –
Charles Schwab
639
Charles Schwab
California
– -$361M -3,268,919 Closed
NYLIM
640
New York Life Investment Management
New York
– -$46.2M -418,263 Closed
TPWA
641
TRUE Private Wealth Advisors
Oregon
– -$19.4M -175,357 Closed
DRS
642
Deane Retirement Strategies
Louisiana
– -$15.8M -143,133 Closed
BCM
643
Beaumont Capital Management
Massachusetts
– -$13.7M -124,011 Closed
CS
644
Credit Suisse
Switzerland
– -$7.23M -65,449 Closed
DADC
645
D.A. Davidson & Co
Montana
– -$6.65M -60,193 Closed
RVPG
646
Relative Value Partners Group
– -$5.82M -55,436 Closed
RCS
647
Retirement Capital Strategies
California
– -$4.02M -36,419 Closed
AFG
648
Atomi Financial Group
New York
– -$3.16M -28,580 Closed
PIA
649
Petredis Investment Advisors
Pennsylvania
– -$2.99M -27,059 Closed
ICG
650
InterOcean Capital Group
Tennessee
– -$2.96M -26,793 Closed
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