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iShares Short Treasury Bond ETF
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Overview Fund Activity

672 hedge funds and large institutions have $9.33B invested in iShares Short Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 244 increasing their positions, 254 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-8
Holders Change %
-1.18%
% of All Funds
9.77%
Holding in Top 10
68
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.99%
New
70
Increased
244
Reduced
254
Closed
67
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$807M
2
AllianceBernstein
AllianceBernstein
Tennessee
$156M
3
Wealthfront Advisers
Wealthfront Advisers
California
$138M
4
HAFG
Hansen & Associates Financial Group
California
$77.5M
5
Wells Fargo
Wells Fargo
California
$452M

Top Sellers

1
GA
GFS Advisors
Texas
$10.6M
2
BlackRock
BlackRock
New York
$838M
3
Morgan Stanley
Morgan Stanley
New York
$576M
4
Osaic Holdings
Osaic Holdings
Arizona
$47.4M
5
Bank of America
Bank of America
North Carolina
$336M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$36.5M +$1.32M +11,972 +4%
FEG
52
Fund Evaluation Group
Ohio
$35.3M -$25.2M -228,420 -42%
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$34.8M +$6.72M +60,829 +24%
GRP
54
Global Retirement Partners
California
$33.9M +$2.05M +18,562 +6%
TC
55
TownSquare Capital
Utah
$33.8M +$1.6M +14,523 +5%
CFC
56
Client First Capital
California
$33.4M +$6.41M +58,003 +24%
Millennium Management
57
Millennium Management
New York
$32.7M -$3.4M -30,801 -9%
NQWM
58
Northwest Quadrant Wealth Management
Oregon
$32.7M -$299K -2,703 -0.9%
OC
59
Oakworth Capital
Alabama
$31.8M +$31.8M +287,757 New
MSWM
60
Mader & Shannon Wealth Management
Missouri
$31.2M +$537K +4,859 +2%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$30.2M +$6.83M +61,855 +29%
Creative Planning
62
Creative Planning
Kansas
$30.2M -$272K -2,459 -0.9%
SPIA
63
Steward Partners Investment Advisory
New York
$29.5M +$1.31M +11,829 +5%
AP
64
Americana Partners
Texas
$28.7M -$431K -3,896 -1%
OC
65
Oppenheimer & Co
New York
$28.3M -$1.27M -11,478 -4%
CPCM
66
Cardinal Point Capital Management
Ontario, Canada
$27.8M +$1.98M +17,920 +8%
TFM
67
TFC Financial Management
Massachusetts
$25.6M +$366K +3,316 +1%
DIM
68
Delta Investment Management
California
$22.7M +$1.5M +13,549 +7%
LF
69
Lee Financial
Texas
$22.6M +$518K +4,686 +2%
WLIM
70
White Lighthouse Investment Management
Massachusetts
$22.2M +$6.44M +58,312 +41%
Goldman Sachs
71
Goldman Sachs
New York
$21.8M -$15.8M -142,766 -42%
MKA
72
M. Kulyk & Associates
Georgia
$21.4M +$258K +2,331 +1%
Financial Engines Advisors
73
Financial Engines Advisors
California
$21.1M +$1.73M +15,695 +9%
VCM
74
Virtue Capital Management
Tennessee
$20.8M +$2.57M +23,259 +14%
SQA
75
Simon Quick Advisors
New Jersey
$20.6M -$129K -1,170 -0.6%
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