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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 %
TAM
751
Tocqueville Asset Management
New York
– -$396K -3,600 Closed
RWP
752
Revolve Wealth Partners
New Jersey
– -$388K -3,526 Closed
FHB
753
First Hawaiian Bank
Hawaii
– -$385K -3,500 Closed
CCA
754
Cobblestone Capital Advisors
New York
– -$367K -3,337 Closed
PWM
755
Power Wealth Management
Georgia
– -$361K -3,283 Closed
SI
756
Stephens Inc
Arkansas
– -$348K -3,163 Closed
Neuberger Berman Group
757
Neuberger Berman Group
New York
– -$346K -3,138 Closed
CPCM
758
Cardinal Point Capital Management
Ontario, Canada
– -$319K -2,900 Closed
WDC
759
Woodward Diversified Capital
California
– -$311K -2,821 Closed
NFG
760
Nations Financial Group
Iowa
– -$307K -2,788 Closed
BWM
761
Baron Wealth Management
Michigan
– -$300K -2,728 Closed
EWM
762
Edge Wealth Management
New York
– -$297K -2,697 Closed
CFG
763
Citizens Financial Group
Rhode Island
– -$285K -2,586 Closed
XT
764
XTX Topco
Cayman Islands
– -$275K -2,497 Closed
PFG
765
Prosperity Financial Group
California
– -$274K -2,484 Closed
HBS
766
Howard Bailey Securities
Indiana
– -$268K -2,435 Closed
CA
767
Crane Advisory
California
– -$266K -2,416 Closed
MFG
768
Merit Financial Group
Georgia
– -$250K -2,267 Closed
PFG
769
Pacific Financial Group
Washington
– -$247K -2,245 Closed
KFG
770
Kingdom Financial Group
Arizona
– -$238K -2,165 Closed
ANC
771
Ames National Corp
Iowa
– -$238K -2,161 Closed
SF
772
Slagle Financial
Illinois
– -$230K -2,086 Closed
VWA
773
Visionary Wealth Advisors
Illinois
– -$212K -1,927 Closed
QPWM
774
Quadrant Private Wealth Management
Pennsylvania
– -$210K -1,903 Closed
HPC
775
HM Payson & Co
Maine
– -$168K -1,527 Closed
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