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iShares Short Treasury Bond ETF
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Overview Fund Activity

595 hedge funds and large institutions have $15.4B invested in iShares Short Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 211 increasing their positions, 205 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+44
Holders Change %
+7.99%
% of All Funds
9.6%
Holding in Top 10
85
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.59%
% of All Funds
1.37%
New
132
Increased
211
Reduced
205
Closed
75
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$365M
2
Mariner
Mariner
Kansas
+$143M
3
Morgan Stanley
Morgan Stanley
New York
+$137M
4
SW
SVB Wealth
Massachusetts
+$94.4M
5
Wells Fargo
Wells Fargo
California
+$84.7M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$1.57B
2
AWA
Arete Wealth Advisors
Illinois
-$678M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$592M
4
AssetMark Inc
AssetMark Inc
California
-$278M
5
FCH
Freestone Capital Holdings
Washington
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
51
Colony Group
Massachusetts
$42.4M +$42.1M +383,211 +14,882%
CA
52
Crane Advisory
California
$42.4M +$14.6M +132,770 +53%
AA
53
Acorns Advisers
California
$42.2M +$1.11M +10,084 +3%
AI
54
Atria Investments
North Carolina
$41.3M -$3.36M -30,550 -8%
PWPCM
55
Perella Weinberg Partners Capital Management
New York
$38.6M -$2.98M -27,082 -7%
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.5M +$37.4M +340,124 +33,477%
ACA
57
Anchor Capital Advisors
Massachusetts
$37.2M +$34.3M +311,592 +1,179%
FTUS
58
Flow Traders U.S.
New York
$36.3M +$36.3M +330,167 New
UBV
59
United Bank (Virginia)
Virginia
$34.7M +$34.7M +315,465 New
NQWM
60
Northwest Quadrant Wealth Management
Oregon
$34.4M +$12.9M +116,974 +60%
EC
61
Estate Counselors
Wisconsin
$34.1M +$1.84M +16,700 +6%
RBCM
62
Raub Brock Capital Management
California
$34M +$514K +4,679 +2%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$33.2M -$3.01M -27,405 -8%
DWA
64
Divergent Wealth Advisors
Utah
$32.5M +$149K +1,354 +0.5%
MML Investors Services
65
MML Investors Services
Massachusetts
$31.6M -$10.5M -95,130 -25%
ACM
66
Allred Capital Management
Texas
$31.2M +$9.44M +85,922 +43%
Marshall Wace
67
Marshall Wace
United Kingdom
$30M +$30M +273,000 New
Renaissance Technologies
68
Renaissance Technologies
New York
$29.3M +$7.19M +65,400 +32%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$28.5M +$24.8M +225,472 +674%
Millennium Management
70
Millennium Management
New York
$28.5M +$28.5M +258,897 New
IA
71
IFP Advisors
Florida
$28.4M +$20.9M +189,219 +277%
BCM
72
Brookstone Capital Management
Illinois
$27.6M +$6M +54,559 +28%
CS
73
Comerica Securities
Michigan
$27.4M +$1.76M +16,036 +7%
BS
74
Banco Santander
Spain
$26.7M -$287K -2,611 -1%
AWM
75
Atticus Wealth Management
Florida
$26.4M +$14.6M +132,727 +123%
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