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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 %
BTI
701
Blue Trust Inc
Georgia
$2.49K +$1.3K +12 +109%
PSFG
702
Park Square Financial Group
Georgia
$1.88K -$1.99K -18 -51%
HIA
703
HFM Investment Advisors
New Jersey
$1.88K +$1.88K +17 New
AA
704
Addison Advisors
Vermont
$1.66K – – –
GWS
705
Greykasell Wealth Strategies
California
$1.66K +$1.66K +15 New
MG
706
Mather Group
Illinois
$1.22K – – –
NMG
707
New Millennium Group
Utah
$1.17K – – –
BIM
708
Breakwater Investment Management
Washington
$1.11K – – –
WWM
709
Wolff Wiese Magana
California
$332 +$332 +3 New
RFS
710
Richardson Financial Services
Massachusetts
$331 – – –
OHWP
711
Oak Harbor Wealth Partners
North Carolina
$331 – – –
PS
712
PayPay Securities
Japan
$283 -$142 -1 -33%
LFG
713
Larson Financial Group
Missouri
$221 +$221 +2 New
PA
714
Pineridge Advisors
Missouri
$111 -$7.55K -68 -99%
EWA
715
EverSource Wealth Advisors
Alabama
$69 -$690 -10 -91%
CFB
716
Cullen/Frost Bankers
Texas
$21 -$5.19K -47 Closed
SVCP
717
Silicon Valley Capital Partners
California
– -$12.3M -111,965 Closed
SWA
718
SFMG Wealth Advisors
Texas
– -$7.68M -69,745 Closed
Citadel Advisors
719
Citadel Advisors
Florida
– -$7.45M -67,689 Closed
LWM
720
Laidlaw Wealth Management
New York
– -$5.69M -51,675 Closed
TGAM
721
TBH Global Asset Management
Tennessee
– -$4.81M -43,708 Closed
Susquehanna International Group
722
Susquehanna International Group
Pennsylvania
– -$3.74M -33,921 Closed
SW
723
SVB Wealth
Massachusetts
– -$3.45M -31,326 Closed
CF
724
Clarity Financial
Texas
– -$2.49M -22,625 Closed
IAA
725
Independent Advisor Alliance
North Carolina
– -$2.34M -21,256 Closed
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