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iShares Short Treasury Bond ETF
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Overview Fund Activity

680 hedge funds and large institutions have $8.4B invested in iShares Short Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 215 increasing their positions, 305 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
-15
Holders Change %
-2.16%
% of All Funds
9.86%
Holding in Top 10
68
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.07%
% of All Funds
0.99%
New
72
Increased
215
Reduced
305
Closed
77
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$153M
2
NRI
NFP Retirement Inc
California
+$115M
3
DWA
Divergent Wealth Advisors
Utah
+$42.8M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$41.5M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$40.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$738M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$103M
3
ACA
Anchor Capital Advisors
Massachusetts
-$78M
4
Goldman Sachs
Goldman Sachs
New York
-$76M
5
Betterment LLC
Betterment LLC
New York
-$58.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASFA
701
All Season Financial Advisors
Colorado
– -$874K -7,940 Closed
WCP
702
Wick Capital Partners
Pennsylvania
– -$862K -7,825 Closed
RWA
703
Redhawk Wealth Advisors
Minnesota
– -$831K -7,549 Closed
SG Americas Securities
704
SG Americas Securities
New York
– -$822K -7,467 Closed
FA
705
FDx Advisors
Illinois
– -$816K -7,406 Closed
RCA
706
Resonant Capital Advisors
Wisconsin
– -$771K -7,000 Closed
ACI
707
Alpha Cubed Investments
California
– -$760K -6,899 Closed
FCH
708
Freestone Capital Holdings
Washington
– -$724K -6,575 Closed
CRI
709
Colonial River Investments
Virginia
– -$707K -6,423 Closed
OP
710
ORG Partners
Indiana
– -$698K -6,340 Closed
HT
711
Headlands Technologies
Illinois
– -$683K -6,198 Closed
HC
712
Hamilton Capital
Ohio
– -$645K -5,852 Closed
Vontobel Holding
713
Vontobel Holding
Switzerland
– -$622K -5,649 Closed
HIP
714
HUB Investment Partners
Texas
– -$617K -5,607 Closed
PFA
715
Pinnacle Family Advisors
Missouri
– -$582K -5,284 Closed
MA
716
MBA Advisors
Pennsylvania
– -$574K -5,212 Closed
HPM
717
Hoxton Planning & Management
West Virginia
– -$528K -4,792 Closed
LFA
718
LGT Financial Advisors
Texas
– -$520K -4,718 Closed
LTL
719
Lowery Thomas LLC
California
– -$518K -4,702 Closed
WC
720
Waterloo Capital
Texas
– -$489K -4,443 Closed
VA
721
Vident Advisory
Georgia
– -$460K -4,180 Closed
HF
722
HRT Financial
New York
– -$413K -3,752 Closed
PBT
723
Pictet Bank & Trust
Bahamas
– -$405K -3,678 Closed
RCS
724
Retirement Capital Strategies
California
– -$385K -3,495 Closed
PFGIA
725
Patriot Financial Group Insurance Agency
Massachusetts
– -$374K -3,394 Closed
27 28
29
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