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iShares Short Treasury Bond ETF
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Overview Fund Activity

648 hedge funds and large institutions have $10.3B invested in iShares Short Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 243 increasing their positions, 256 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+14
Holders Change %
+2.21%
% of All Funds
10.33%
Holding in Top 10
96
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.03%
% of All Funds
1.53%
New
75
Increased
243
Reduced
256
Closed
54
Calls
$276K
Puts
–
Net Calls
+$276K
Net Calls Change
+$7.21M

Top Buyers

1
BlackRock
BlackRock
New York
$900M
2
Jane Street
Jane Street
New York
$160M
3
ACA
Anchor Capital Advisors
Massachusetts
$167M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$88.6M
5
Wealthfront Advisers
Wealthfront Advisers
California
$70.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$183M
2
Cerity Partners
Cerity Partners
New York
$107M
3
AIA
Acute Investment Advisory
Arizona
$12.6M
4
AFP
Ausdal Financial Partners
Iowa
$3.29M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
51
Ritholtz Wealth Management
New York
$41.2M -$33.9M -306,861 -45%
MSWM
52
Mader & Shannon Wealth Management
Missouri
$40.6M +$40.6M +367,456 New
FEG
53
Fund Evaluation Group
Ohio
$40.3M -$82.1K -743 -0.2%
AP
54
Americana Partners
Texas
$40.1M +$27.5M +243,084 +218%
Fidelity International
55
Fidelity International
Bermuda
$40M -$11.7M -105,659 -23%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$39.7M +$2.19M +19,794 +6%
TC
57
Trust Company
Kansas
$39M -$26.5M -239,730 -40%
ACM
58
Allred Capital Management
Texas
$37.9M +$4.93M +44,646 +15%
RJA
59
Raymond James & Associates
Florida
$36.5M +$3.6M +32,555 +11%
GRP
60
Global Retirement Partners
California
$36.3M -$1.02M -9,249 -3%
HighTower Advisors
61
HighTower Advisors
Illinois
$34.8M -$1.75M -15,831 -5%
RBCM
62
Raub Brock Capital Management
California
$34.8M +$26.5K +240 +0.1%
Citadel Advisors
63
Citadel Advisors
Florida
$34.6M +$34.6M +313,277 New
NQWM
64
Northwest Quadrant Wealth Management
Oregon
$34.1M +$95.1K +861 +0.3%
CFC
65
Client First Capital
California
$33.6M +$9.23M +83,558 +38%
CAN
66
Cetera Advisor Networks
California
$33.5M +$7.41M +67,062 +28%
MML Investors Services
67
MML Investors Services
Massachusetts
$32.4M -$2.86M -25,931 -8%
Millennium Management
68
Millennium Management
New York
$30.4M +$17M +153,886 +127%
TC
69
TownSquare Capital
Utah
$29.1M +$3.74M +33,849 +15%
BS
70
Banco Santander
Spain
$28.4M -$14.8M -134,390 -34%
TA
71
Townsend & Associates
Colorado
$28M +$11.9M +107,718 +74%
TLFA
72
True Link Financial Advisors
California
$27M +$27M +244,443 New
Comerica Bank
73
Comerica Bank
Texas
$26.8M +$26.8M +242,254 New
AAS
74
Avantax Advisory Services
Texas
$24.4M +$1.53M +13,881 +7%
TFM
75
TFC Financial Management
Massachusetts
$24.3M +$936K +8,470 +4%
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3
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