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iShares Short Treasury Bond ETF
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Overview Fund Activity

712 hedge funds and large institutions have $9.6B invested in iShares Short Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 277 increasing their positions, 265 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
9.67%
Holding in Top 10
81
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+22.73%
% of All Funds
1.1%
New
90
Increased
277
Reduced
265
Closed
76
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$269M
2
MW
Marks Wealth
Maryland
+$156M
3
AFP
Ausdal Financial Partners
Iowa
+$93.1M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$88.2M
5
OC
Oakworth Capital
Alabama
+$84.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$413M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$101M
3
ACA
Anchor Capital Advisors
Massachusetts
-$67.4M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$56.9M
5
BWM
Bulltick Wealth Management
Florida
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$36.6M -$420K -3,806 -1%
FM
52
Family Management
New York
$35.8M -$5.21M -47,161 -13%
MML Investors Services
53
MML Investors Services
Massachusetts
$35.1M -$2.1M -19,015 -6%
B
54
Barings
North Carolina
$33.3M +$33.3M +301,611 New
WLIM
55
White Lighthouse Investment Management
Massachusetts
$31.7M +$3.58M +32,443 +13%
LSIA
56
LaSalle St. Investment Advisors
Illinois
$31.7M -$9.18M -83,078 -22%
Goldman Sachs
57
Goldman Sachs
New York
$30.3M -$2.34M -21,142 -7%
OC
58
Oppenheimer & Co
New York
$30.1M +$2.36M +21,373 +8%
NQWM
59
Northwest Quadrant Wealth Management
Oregon
$28.4M -$5.02M -45,482 -15%
Osaic Holdings
60
Osaic Holdings
Arizona
$28M +$3.34M +30,226 +14%
SPIA
61
Steward Partners Investment Advisory
New York
$27.8M +$9.01M +81,582 +48%
CGA
62
Crescent Grove Advisors
Illinois
$27.6M +$18.6M +168,054 +205%
FEG
63
Fund Evaluation Group
Ohio
$27.6M -$5.51M -49,894 -17%
CWP
64
Concord Wealth Partners
Virginia
$27.4M -$1.52M -13,799 -5%
CAMV
65
Concord Asset Management (Virginia)
Virginia
$26.4M -$234K -2,116 -0.9%
OSAM
66
O'Shaughnessy Asset Management
Connecticut
$26.3M -$10.4M -94,155 -28%
LAS
67
Legacy Advisory Services
Pennsylvania
$26M +$26M +235,605 New
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$25.4M -$1.48M -13,382 -5%
CAG
69
Cypress Advisory Group
Arizona
$25M +$3.5M +31,689 +16%
ACM
70
Allred Capital Management
Texas
$24M -$717K -6,493 -3%
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$22.7M +$520K +4,704 +2%
AWM
72
Able Wealth Management
New Jersey
$22.7M +$196K +1,776 +0.9%
MAM
73
Mullooly Asset Management
New Jersey
$22.5M +$22.5M +204,064 New
SCA
74
Sulzberger Capital Advisors
Florida
$22.5M +$15.3M +138,851 +214%
DIM
75
Delta Investment Management
California
$20.7M -$1.37M -12,385 -6%
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