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iShares Short Treasury Bond ETF
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Overview Fund Activity

695 hedge funds and large institutions have $9.91B invested in iShares Short Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 230 increasing their positions, 280 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+47
Holders Change %
+7.25%
% of All Funds
10.19%
Holding in Top 10
83
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-13.54%
% of All Funds
1.22%
New
120
Increased
230
Reduced
280
Closed
64
Calls
$3.32M
Puts
–
Net Calls
+$3.32M
Net Calls Change
+$3.04M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.36B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$277M
3
AFP
Ausdal Financial Partners
Iowa
$75.4M
4
CG
Cynosure Group
Utah
$65.1M
5
Wells Fargo
Wells Fargo
California
$420M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$10.2M
2
AGC
Aspen Grove Capital
Colorado
$1.5M
3
LSIA
LaSalle St. Investment Advisors
Illinois
$421M
4
Mariner
Mariner
Kansas
$13.4M
5
BlackRock
BlackRock
New York
$735M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFC
51
Client First Capital
California
$34.7M +$1.22M +11,119 +4%
CAN
52
Cetera Advisor Networks
California
$33.8M +$468K +4,250 +1%
MSWM
53
Mader & Shannon Wealth Management
Missouri
$33.7M -$6.81M -61,859 -17%
NQWM
54
Northwest Quadrant Wealth Management
Oregon
$33.2M -$787K -7,150 -2%
IWC
55
Integrated Wealth Concepts
Massachusetts
$33.1M +$22.8M +207,157 +221%
BS
56
Banco Santander
Spain
$32.5M +$4.17M +37,835 +15%
Creative Planning
57
Creative Planning
Kansas
$32.4M -$10.3M -93,495 -24%
GRP
58
Global Retirement Partners
California
$32M -$4.39M -39,775 -12%
ONB
59
Old National Bancorp
Indiana
$31.4M +$9.92M +90,075 +46%
Comerica Bank
60
Comerica Bank
Texas
$29.5M +$2.82M +25,590 +11%
TC
61
TownSquare Capital
Utah
$27.8M -$1.24M -11,244 -4%
SPIA
62
Steward Partners Investment Advisory
New York
$26.4M +$11.1M +101,238 +73%
AAS
63
Avantax Advisory Services
Texas
$25.9M +$1.61M +14,622 +7%
AWM
64
AE Wealth Management
Kansas
$25.8M +$14.8M +133,605 +134%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$25.7M -$62.6M -568,661 -71%
HighTower Advisors
66
HighTower Advisors
Illinois
$25.6M -$9.08M -82,436 -26%
TFM
67
TFC Financial Management
Massachusetts
$24.2M -$46.8K -425 -0.2%
Millennium Management
68
Millennium Management
New York
$24M -$6.25M -56,782 -21%
OC
69
Oppenheimer & Co
New York
$23.4M +$1.83M +16,646 +9%
WWM
70
Whalen Wealth Management
Nevada
$22.7M +$22.7M +205,773 New
KPWG
71
KFA Private Wealth Group
Virginia
$22.7M +$4.16M +37,812 +23%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$22M -$1.07M -9,723 -5%
4WM
73
49 Wealth Management
Texas
$22M +$22M +199,331 New
MKA
74
M. Kulyk & Associates
Georgia
$21.9M +$3.13M +28,445 +17%
EC
75
Estate Counselors
Wisconsin
$21.1M -$88.6M -804,458 -81%
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