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iShares Short Treasury Bond ETF
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Overview Fund Activity

612 hedge funds and large institutions have $14.2B invested in iShares Short Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 243 increasing their positions, 205 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
+17
Holders Change %
+2.86%
% of All Funds
9.8%
Holding in Top 10
96
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+12.94%
% of All Funds
1.54%
New
101
Increased
243
Reduced
205
Closed
68
Calls
–
Puts
$6.38M
Net Calls
-$6.38M
Net Calls Change
-$6.38M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.18B
2
GA
Gateway Advisory
New Jersey
+$188M
3
Cerity Partners
Cerity Partners
New York
+$130M
4
EC
Estate Counselors
Wisconsin
+$97M
5
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$80.8M

Top Sellers

1
FCH
Freestone Capital Holdings
Washington
-$348M
2
GC
Grimes & Company
Massachusetts
-$344M
3
BlackRock
BlackRock
New York
-$294M
4
TAM
Tucker Asset Management
Colorado
-$211M
5
UBS Group
UBS Group
Switzerland
-$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
51
Atria Investments
North Carolina
$44.1M +$2.63M +23,814 +6%
AAP
52
Arax Advisory Partners
Colorado
$44M +$21.4M +193,292 +94%
PWPCM
53
Perella Weinberg Partners Capital Management
New York
$43.3M +$4.48M +40,581 +12%
AA
54
Acorns Advisers
California
$42.9M +$391K +3,536 +0.9%
ACA
55
Anchor Capital Advisors
Massachusetts
$40.1M +$2.78M +25,134 +7%
FIA
56
Foundations Investment Advisors
Arizona
$39.7M +$38.2M +345,971 +2,530%
FEG
57
Fund Evaluation Group
Ohio
$39.4M -$5.05M -49,290 -11%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$38.9M -$6.63M -60,003 -15%
GRP
59
Global Retirement Partners
California
$36.4M +$35.8M +325,199 +5,571%
HighTower Advisors
60
HighTower Advisors
Illinois
$35.8M -$7.56M -68,361 -17%
NQWM
61
Northwest Quadrant Wealth Management
Oregon
$35.1M +$523K +4,734 +2%
Renaissance Technologies
62
Renaissance Technologies
New York
$35M +$5.57M +50,400 +19%
RBCM
63
Raub Brock Capital Management
California
$34.2M -$4.97K -45 -0%
DWA
64
Divergent Wealth Advisors
Utah
$33.4M +$714K +6,463 +2%
TAM
65
Tucker Asset Management
Colorado
$32.8M -$211M -1,905,644 -87%
CS
66
Comerica Securities
Michigan
$31.6M +$4.07M +36,813 +15%
MML Investors Services
67
MML Investors Services
Massachusetts
$30.6M -$1.19M -10,758 -4%
ACM
68
Allred Capital Management
Texas
$30.4M -$951K -8,605 -3%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$29.9M -$3.45M -31,244 -10%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$27.7M +$9.29M +84,093 +51%
Millennium Management
71
Millennium Management
New York
$26.8M -$1.79M -16,179 -6%
DIM
72
Delta Investment Management
California
$26.6M +$18.9M +171,436 +248%
HH
73
Hilltop Holdings
Texas
$25.5M +$15.5K +140 +0.1%
BCM
74
Brookstone Capital Management
Illinois
$25.2M -$2.5M -22,716 -9%
SG Americas Securities
75
SG Americas Securities
New York
$24.6M +$18.3M +165,700 +292%
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