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iShares Short Treasury Bond ETF
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Overview Fund Activity

680 hedge funds and large institutions have $8.4B invested in iShares Short Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 215 increasing their positions, 305 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
-15
Holders Change %
-2.16%
% of All Funds
9.86%
Holding in Top 10
68
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.07%
% of All Funds
0.99%
New
72
Increased
215
Reduced
305
Closed
77
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$153M
2
NRI
NFP Retirement Inc
California
+$115M
3
DWA
Divergent Wealth Advisors
Utah
+$42.8M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$41.5M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$40.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$738M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$103M
3
ACA
Anchor Capital Advisors
Massachusetts
-$78M
4
Goldman Sachs
Goldman Sachs
New York
-$76M
5
Betterment LLC
Betterment LLC
New York
-$58.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWS
726
Eagle Wealth Strategies
New Jersey
– -$359K -3,256 Closed
TI
727
Trexquant Investment
Connecticut
– -$354K -3,217 Closed
OWA
728
One Wealth Advisors
California
– -$340K -3,091 Closed
FWP
729
Firethorn Wealth Partners
Georgia
– -$321K -2,918 Closed
MCC
730
Money Concepts Capital
Florida
– -$284K -2,576 Closed
WAL
731
W Advisors LLC
Tennessee
– -$281K -2,556 Closed
MCA
732
MSH Capital Advisors
Arizona
– -$277K -2,518 Closed
KWA
733
Kingswood Wealth Advisors
California
– -$267K -2,424 Closed
Loomis, Sayles & Company
734
Loomis, Sayles & Company
Massachusetts
– -$266K -2,418 Closed
BCG
735
Breakwater Capital Group
New Jersey
– -$250K -2,260 Closed
RMAM
736
Raab & Moskowitz Asset Management
New Jersey
– -$247K -2,245 Closed
EMAM
737
Encompass More Asset Management
California
– -$241K -2,187 Closed
CAM
738
Cresset Asset Management
Illinois
– -$233K -2,117 Closed
FP
739
Fiduciary Planning
Florida
– -$230K -2,090 Closed
BOSSRA
740
B.O.S.S. Retirement Advisors
Utah
– -$226K -2,048 Closed
WFS
741
Walker Financial Services
Kentucky
– -$208K -1,885 Closed
RCM
742
Raleigh Capital Management
North Carolina
– -$105K -951 Closed
EWA
743
EverSource Wealth Advisors
Alabama
– -$81.2K -737 Closed
BFEC
744
Benjamin F. Edwards & Company
Missouri
– -$63K -574 Closed
Franklin Resources
745
Franklin Resources
California
– -$49.7K -451 Closed
PGAM
746
Princeton Global Asset Management
New Jersey
– -$44.9K -408 Closed
ODG
747
O'Dell Group
Ohio
– -$43.2K -392 Closed
NMG
748
New Millennium Group
Utah
– -$31.7K -287 Closed
NS
749
NBC Securities
Alabama
– -$29K -272 Closed
TFG
750
Team Financial Group
California
– -$28.3K -257 Closed
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