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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 %
AWM
76
Able Wealth Management
New Jersey
$20.3M +$781K +7,069 +4%
SPIA
77
Strategic Point Investment Advisors
Rhode Island
$19.5M +$491K +4,445 +3%
Financial Engines Advisors
78
Financial Engines Advisors
California
$19.4M -$277K -2,510 -1%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$19.4M +$2.49M +22,543 +15%
CWP
80
Concord Wealth Partners
Virginia
$18.8M +$1.34M +12,162 +8%
SAM
81
Selway Asset Management
$18.6M -$675K -6,105 -4%
JFL
82
Jarislowsky, Fraser Ltd
Quebec, Canada
$18.5M +$18.5M +167,621 New
DWP
83
Destiny Wealth Partners
Florida
$18.5M +$268K +2,420 +1%
VCM
84
Virtue Capital Management
Tennessee
$18.2M -$2.77M -25,108 -13%
MWM
85
Mascoma Wealth Management
New Hampshire
$17.8M +$523K +4,731 +3%
BOC
86
Bull Oak Capital
California
$17.4M +$443K +4,004 +3%
BA
87
Bridge Advisory
California
$17.3M +$9.05M +81,895 +110%
OBWG
88
Onyx Bridge Wealth Group
New York
$17M -$735K -6,652 -4%
TW
89
Trajan Wealth
Arizona
$16.2M +$16.2M +146,115 New
Jane Street
90
Jane Street
New York
$16M -$454K -4,107 -3%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$16M +$16M +144,324 New
ST
92
Smithfield Trust
Pennsylvania
$15.8M +$715K +6,472 +5%
WLIM
93
White Lighthouse Investment Management
Massachusetts
$15.8M +$2.13M +19,244 +16%
CAMV
94
Concord Asset Management (Virginia)
Virginia
$15.7M +$1.37M +12,391 +10%
ODIJL
95
One Day In July LLC
Vermont
$15.3M -$191K -1,727 -1%
HighTower Advisors
96
HighTower Advisors
Illinois
$15.1M -$10.6M -96,151 -41%
Comerica Bank
97
Comerica Bank
Texas
$14.8M -$14.8M -134,245 -50%
BSW
98
Buckingham Strategic Wealth
Missouri
$14.6M -$511K -4,619 -3%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$14.4M +$448K +4,056 +3%
TAM
100
Tucker Asset Management
Colorado
$14.3M -$1.91M -17,300 -12%
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4
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