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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 %
WPA
626
Wealth Preservation Advisors
Tennessee
$181K +$181K +1,643 New
RVM
627
Robinson Value Management
Texas
$175K – – –
IRC
628
Investors Research Corp
Georgia
$175K +$663 +6 +0.4%
TCOV
629
Trust Company of Vermont
Vermont
$161K +$161K +1,456 New
SFA
630
Semmax Financial Advisors
North Carolina
$153K +$1.43K +13 +0.9%
FRA
631
Front Row Advisors
California
$147K – – –
GM
632
GeoWealth Management
Illinois
$144K -$26.6K -241 -16%
AWM
633
AllSquare Wealth Management
New York
$131K – – –
BCV
634
Banque Cantonale Vaudoise
Switzerland
$118K +$118K +1,072 New
CIBC Private Wealth Group
635
CIBC Private Wealth Group
Georgia
$112K -$57.2K -519 -34%
Fifth Third Bancorp
636
Fifth Third Bancorp
Ohio
$97.5K +$40.5K +367 +71%
AIM
637
Anchor Investment Management
South Carolina
$93.4K – – –
VFA
638
Values First Advisors
Tennessee
$88.5K -$75.9K -688 -46%
ZBNA
639
Zions Bancorporation, National Association
Utah
$87.6K +$87.6K +793 New
LWANC
640
Laurel Wealth Advisors (North Carolina)
North Carolina
$85.6K +$85.6K +775 New
QCG
641
Quadrant Capital Group
Ohio
$80.3K +$8.17K +74 +11%
BA
642
Bristlecone Advisors
Washington
$77.3K -$5.52K -50 -7%
Lazard Asset Management
643
Lazard Asset Management
New York
$72K -$229K – –
CAM
644
Clarity Asset Management
Iowa
$71.3K +$552 +5 +0.8%
WF
645
Wayfinding Financial
Washington
$71K +$71K +648 New
FF
646
Friedenthal Financial
New Jersey
$68.8K -$2.21K -20 -3%
SHIM
647
Stone House Investment Management
Pennsylvania
$68.1K +$68.1K +616 New
PCFFS
648
Pacific Center for Financial Services
California
$65.7K – – –
SSB
649
Sandy Spring Bank
Maryland
$62.7K +$6.41K +58 +11%
CA
650
Continuum Advisory
Idaho
$62.2K -$29.5K -267 -32%
24 25
26
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