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iShares Short Treasury Bond ETF
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Overview Fund Activity

463 hedge funds and large institutions have $6.08B invested in iShares Short Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 117 increasing their positions, 156 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+41
Holders Change %
+9.72%
% of All Funds
7.15%
Holding in Top 10
27
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+42.11%
% of All Funds
0.42%
New
90
Increased
117
Reduced
156
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$239M
2
HHGA
Halbert Hargrove Global Advisors
California
$97.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$411M
4
Morgan Stanley
Morgan Stanley
New York
$767M
5
Bank of America
Bank of America
North Carolina
$245M

Top Sellers

1
CRG
Cornerstone Retirement Group
Nevada
$301K
2
BlackRock
BlackRock
New York
$622M
3
Betterment LLC
Betterment LLC
New York
$551M
4
Jane Street
Jane Street
New York
$8.55M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
WLIM
76
White Lighthouse Investment Management
Massachusetts
$6.66M +$1.26M +11,415 +23%
KPWG
77
KFA Private Wealth Group
Virginia
$6.5M -$188K -1,699 -3%
ACI
78
Alpha Cubed Investments
California
$6.45M – – –
BS
79
Banco Santander
Spain
$6.35M +$2.78M +25,152 +78%
MSWMA
80
Market Street Wealth Management Advisors
Indiana
$6.29M -$917K -8,306 -13%
OSAM
81
O'Shaughnessy Asset Management
Connecticut
$6.18M +$1.22M +11,052 +25%
PAG
82
Private Advisor Group
New Jersey
$6.03M -$4.37M -39,569 -42%
GC
83
Gould Capital
Washington
$5.86M +$5.86M +53,094 New
PCMU
84
Paragon Capital Management (Utah)
Utah
$5.74M +$5.74M +51,942 New
BPC
85
Banque Pictet & Cie
Switzerland
$5.43M +$3.69M +33,400 +212%
B
86
Barings
North Carolina
$5.24M – – –
US Bancorp
87
US Bancorp
Minnesota
$5.23M -$510K -4,623 -9%
AWS
88
Arkfeld Wealth Strategies
Nebraska
$5.12M +$2.2M +19,912 +75%
FEM
89
Fulcrum Equity Management
Texas
$5.11M +$5.11M +46,311 New
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$5.09M +$5.09M +45,557 New
RWM
91
Ritholtz Wealth Management
New York
$4.99M +$765K +6,928 +18%
ACS
92
Archford Capital Strategies
Illinois
$4.98M +$2.69M +24,347 +117%
SC
93
Siena Capital
Ohio
$4.82M +$4.82M +43,606 New
CPWMP
94
Cardinal Point Wealth Management Partners
California
$4.81M +$4.81M +43,550 New
AWA
95
Arete Wealth Advisors
Illinois
$4.72M -$352K -3,190 -7%
GT
96
Glenview Trust
Kentucky
$4.63M -$5.46M -49,452 -54%
ARC
97
Advisor Resource Council
Texas
$4.19M +$4.19M +37,947 New
JIR
98
James Investment Research
Ohio
$4.05M -$2.95M -26,702 -42%
LTL
99
Lowery Thomas LLC
California
$3.86M +$3.86M +34,976 New
IWC
100
Integrated Wealth Concepts
Massachusetts
$3.74M +$3.34M +30,261 +841%
2 3
4
5 6