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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 %
CLG
676
Cooperman Leon G
– -$337K -3,052 Closed
BP
677
BBR Partners
New York
– -$335K -3,028 Closed
IUHSA
678
Itau Unibanco Holding S.A.
Brazil
– -$313K -2,836 Closed
ZIM
679
Zacks Investment Management
Illinois
– -$309K -2,792 Closed
CA
680
Calton & Associates
Florida
– -$308K -2,791 Closed
QPWM
681
Quadrant Private Wealth Management
Pennsylvania
– -$304K -2,750 Closed
CIBC World Market
682
CIBC World Market
Ontario, Canada
– -$304K -2,750 Closed
SFC
683
Strategic Financial Concepts
Texas
– -$292K -2,641 Closed
B
684
Bellecapital
Switzerland
– -$284K -2,573 Closed
DZ Bank
685
DZ Bank
Germany
– -$285K -2,573 Closed
VFP
686
Verus Financial Partners
Virginia
– -$266K -2,411 Closed
LT
687
Legacy Trust
Michigan
– -$260K -2,354 Closed
FNB
688
Farmers National Bank
Kentucky
– -$251K -2,271 Closed
CWM
689
Cahaba Wealth Management
Georgia
– -$239K -2,166 Closed
Neuberger Berman Group
690
Neuberger Berman Group
New York
– -$236K -2,133 Closed
MHS
691
M Holdings Securities
Oregon
– -$222K -2,013 Closed
VHAM
692
Van Hulzen Asset Management
California
– -$213K -1,929 Closed
WAOTB
693
Wealth Advisors of Tampa Bay
Florida
– -$212K -1,920 Closed
HKIMG
694
Hutchens & Kramer Investment Management Group
Indiana
– -$210K -1,899 Closed
TBWA
695
Three Bridge Wealth Advisors
California
– -$201K -1,822 Closed
SWM
696
Sugarloaf Wealth Management
Georgia
– -$118K -1,067 Closed
AW
697
Avion Wealth
Texas
– -$72K -662 Closed
VFO
698
Virtus Family Office
Texas
– -$68.8K -623 Closed
CHA
699
Carmichael Hill & Associates
Maryland
– -$62.9K -569 Closed
BA
700
Bristlecone Advisors
Washington
– -$51.3K -464 Closed
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