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iShares Short Treasury Bond ETF
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Overview Fund Activity

634 hedge funds and large institutions have $10.3B invested in iShares Short Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 227 increasing their positions, 250 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+22
Holders Change %
+3.59%
% of All Funds
10%
Holding in Top 10
99
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.13%
% of All Funds
1.56%
New
94
Increased
227
Reduced
250
Closed
68
Calls
–
Puts
$6.93M
Net Calls
-$6.93M
Net Calls Change
-$557K

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
$96.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$167M
3
Cerity Partners
Cerity Partners
New York
$202M
4
FIA
Foundations Investment Advisors
Arizona
$90.6M
5
AI
Accredited Investors
Minnesota
$102M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$78.6M
2
Charles Schwab
Charles Schwab
California
$0
3
Morgan Stanley
Morgan Stanley
New York
$830M
4
SWG
Summit Wealth Group
Vermont
$1.01M
5
SW
SVB Wealth
Massachusetts
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
76
Affinia Financial Group
Massachusetts
$23M +$898K +8,166 +4%
Financial Engines Advisors
77
Financial Engines Advisors
California
$23M -$26.4K -239 -0.1%
AAS
78
Avantax Advisory Services
Texas
$22.9M +$1.83M +16,565 +9%
TAM
79
Tucker Asset Management
Colorado
$22.6M -$10.2M -92,482 -31%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$22.4M +$2.32M +20,975 +12%
SCI
81
Stableford Capital II
Arizona
$21.5M +$21.5M +195,251 New
NCM
82
Northland Capital Management
Minnesota
$21.4M +$5.49M +49,678 +35%
VCM
83
Virtue Capital Management
Tennessee
$21.2M -$28M -254,785 -57%
SQA
84
Simon Quick Advisors
New Jersey
$20.8M +$14.1M +127,868 +211%
GM
85
GeoWealth Management
Illinois
$20.6M -$1.52M -13,793 -7%
OIA
86
OneDigital Investment Advisors
Kansas
$19.6M +$2M +18,101 +11%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$19.6M +$9.3M +63,463 +90%
LF
88
Lee Financial
Texas
$19.6M -$681K -6,167 -3%
AWM
89
AE Wealth Management
Kansas
$19.4M -$73.7M -666,986 -79%
SL
90
SWMG LLC
Texas
$19.4M +$1.31M +11,818 +7%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$19.2M -$36.2M -327,537 -65%
OC
92
Oppenheimer & Co
New York
$18.8M +$1.12M +10,140 +6%
SPIA
93
Steward Partners Investment Advisory
New York
$18.6M +$1.32M +11,990 +8%
SPIA
94
Strategic Point Investment Advisors
Rhode Island
$18.4M +$145K +1,314 +0.8%
HH
95
Hilltop Holdings
Texas
$18.1M -$7.43M -67,279 -29%
PCS
96
Personal CFO Solutions
New Jersey
$18M -$3.17M -28,702 -15%
KPWG
97
KFA Private Wealth Group
Virginia
$17.9M +$9.84M +89,080 +122%
AWA
98
Arete Wealth Advisors
Illinois
$17.7M +$12.7M +114,797 +252%
CA
99
Cetera Advisors
Colorado
$17.7M +$4.5M +40,722 +34%
US Bancorp
100
US Bancorp
Minnesota
$17.5M +$471K +4,267 +3%
2 3
4
5 6