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iShares Short Treasury Bond ETF
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Overview Fund Activity

673 hedge funds and large institutions have $9.5B invested in iShares Short Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 258 increasing their positions, 249 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.74%
Holding in Top 10
65
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.41%
% of All Funds
0.94%
New
75
Increased
258
Reduced
249
Closed
67
Calls
$420K
Puts
–
Net Calls
+$420K
Net Calls Change
+$420K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$999M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$229M
3
Morgan Stanley
Morgan Stanley
New York
$692M
4
BlackRock
BlackRock
New York
$911M
5
BWM
Bulltick Wealth Management
Florida
$71.7M

Top Sellers

1
HAFG
Hansen & Associates Financial Group
California
$74.9M
2
AllianceBernstein
AllianceBernstein
Tennessee
$52.5M
3
Wells Fargo
Wells Fargo
California
$411M
4
SG Americas Securities
SG Americas Securities
New York
$0
5
Ameriprise
Ameriprise
Minnesota
$88.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFC
51
Client First Capital
California
$34.1M +$683K +6,176 +2%
NQWM
52
Northwest Quadrant Wealth Management
Oregon
$33M +$300K +2,713 +0.9%
FEG
53
Fund Evaluation Group
Ohio
$33M -$2.34M -21,159 -7%
AP
54
Americana Partners
Texas
$32.8M +$4.08M +36,894 +14%
OC
55
Oppenheimer & Co
New York
$31.2M +$2.9M +26,183 +10%
Corient Private Wealth
56
Corient Private Wealth
Florida
$28.9M +$21M +190,053 +267%
SPIA
57
Steward Partners Investment Advisory
New York
$28.3M -$1.27M -11,466 -4%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$27.1M +$27.1M +245,000 New
ACM
59
Allred Capital Management
Texas
$26.1M -$11.5M -104,062 -31%
BS
60
Banco Santander
Spain
$25.1M -$12.2M -110,380 -33%
RJA
61
Raymond James & Associates
Florida
$24.8M -$11.7M -105,867 -32%
LF
62
Lee Financial
Texas
$24.8M +$2.16M +19,526 +10%
DIM
63
Delta Investment Management
California
$24.5M +$1.77M +16,014 +8%
WLIM
64
White Lighthouse Investment Management
Massachusetts
$22.8M +$536K +4,844 +2%
MKA
65
M. Kulyk & Associates
Georgia
$22.1M +$667K +6,028 +3%
Goldman Sachs
66
Goldman Sachs
New York
$21.8M -$68.4K -618 -0.3%
MSWM
67
Mader & Shannon Wealth Management
Missouri
$20.9M -$10.4M -93,605 -33%
AWM
68
Able Wealth Management
New Jersey
$20.6M +$373K +3,371 +2%
SQA
69
Simon Quick Advisors
New Jersey
$20.6M -$48.7K -440 -0.2%
MWM
70
Mascoma Wealth Management
New Hampshire
$20.4M +$1.39M +12,535 +7%
CWP
71
Concord Wealth Partners
Virginia
$20.3M +$750K +6,775 +4%
Citadel Advisors
72
Citadel Advisors
Florida
$20.2M +$19.3M +174,350 +2,236%
Creative Planning
73
Creative Planning
Kansas
$20.1M -$10.1M -91,096 -33%
VCM
74
Virtue Capital Management
Tennessee
$20M -$836K -7,559 -4%
SPIA
75
Strategic Point Investment Advisors
Rhode Island
$19.8M +$312K +2,820 +2%
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