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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
$96.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$167M
3
Cerity Partners
Cerity Partners
New York
$202M
4
FIA
Foundations Investment Advisors
Arizona
$90.6M
5
AI
Accredited Investors
Minnesota
$102M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$78.6M
2
Charles Schwab
Charles Schwab
California
$0
3
Morgan Stanley
Morgan Stanley
New York
$830M
4
SWG
Summit Wealth Group
Vermont
$1.01M
5
SW
SVB Wealth
Massachusetts
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
Acorns Advisers
California
$42.1M -$758K -6,865 -2%
CS
52
Comerica Securities
Michigan
$38.1M +$6.53M +59,098 +21%
GRP
53
Global Retirement Partners
California
$37.5M +$927K +8,391 +3%
FEG
54
Fund Evaluation Group
Ohio
$37.3M -$1.95M -19,152 -5%
HighTower Advisors
55
HighTower Advisors
Illinois
$36.6M +$793K +7,181 +2%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$36.2M +$9.54M +89,650 +36%
MML Investors Services
57
MML Investors Services
Massachusetts
$35.3M +$4.68M +42,401 +15%
Renaissance Technologies
58
Renaissance Technologies
New York
$35M – – –
RBCM
59
Raub Brock Capital Management
California
$34.8M +$590K +5,341 +2%
NQWM
60
Northwest Quadrant Wealth Management
Oregon
$34M -$1.12M -10,103 -3%
DWA
61
Divergent Wealth Advisors
Utah
$33.7M +$371K +3,358 +1%
ACM
62
Allred Capital Management
Texas
$33M +$2.64M +23,937 +9%
RJA
63
Raymond James & Associates
Florida
$32.9M -$17.8M -161,068 -35%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$32.6M +$30.9M +280,210 +1,927%
DIM
65
Delta Investment Management
California
$30.5M +$3.89M +35,190 +15%
PWPCM
66
Perella Weinberg Partners Capital Management
New York
$30.2M -$13.1M -118,289 -30%
PA
67
Parallel Advisors
California
$27.8M -$16.4M -148,373 -37%
CAN
68
Cetera Advisor Networks
California
$26M +$3.73M +33,807 +17%
BCM
69
Brookstone Capital Management
Illinois
$25.4M +$252K +2,289 +1%
TC
70
TownSquare Capital
Utah
$25.3M +$2.02M +18,308 +9%
Jane Street
71
Jane Street
New York
$24.7M -$48.3M -437,476 -66%
CFC
72
Client First Capital
California
$24.4M +$6.96M +63,028 +40%
QFA
73
Quattro Financial Advisors
Texas
$23.9M +$4.24M +38,410 +22%
GVAG
74
Great Valley Advisor Group
Delaware
$23.9M +$4.43M +40,145 +23%
TFM
75
TFC Financial Management
Massachusetts
$23.4M +$1.94M +17,549 +9%
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