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iShares Short Treasury Bond ETF
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Overview Fund Activity

672 hedge funds and large institutions have $9.33B invested in iShares Short Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 244 increasing their positions, 254 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-8
Holders Change %
-1.18%
% of All Funds
9.77%
Holding in Top 10
68
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.99%
New
70
Increased
244
Reduced
254
Closed
67
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$807M
2
AllianceBernstein
AllianceBernstein
Tennessee
$156M
3
Wealthfront Advisers
Wealthfront Advisers
California
$138M
4
HAFG
Hansen & Associates Financial Group
California
$77.5M
5
Wells Fargo
Wells Fargo
California
$452M

Top Sellers

1
GA
GFS Advisors
Texas
$10.6M
2
BlackRock
BlackRock
New York
$838M
3
Morgan Stanley
Morgan Stanley
New York
$576M
4
Osaic Holdings
Osaic Holdings
Arizona
$47.4M
5
Bank of America
Bank of America
North Carolina
$336M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
Able Wealth Management
New Jersey
$20.2M -$60K -543 -0.3%
SAM
77
Selway Asset Management
$19.9M +$1.34M +12,155 +7%
CWP
78
Concord Wealth Partners
Virginia
$19.6M +$725K +6,565 +4%
SPIA
79
Strategic Point Investment Advisors
Rhode Island
$19.4M -$53.5K -484 -0.3%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$19.1M -$310K -2,804 -2%
MWM
81
Mascoma Wealth Management
New Hampshire
$19M +$1.19M +10,768 +7%
SPIO
82
Seven Post Investment Office
California
$17.5M +$4.64M +41,954 +36%
OBWG
83
Onyx Bridge Wealth Group
New York
$17.2M +$245K +2,220 +1%
ST
84
Smithfield Trust
Pennsylvania
$16.9M +$1.11M +10,026 +7%
CAMV
85
Concord Asset Management (Virginia)
Virginia
$16.8M +$1.12M +10,103 +7%
IA
86
IFP Advisors
Florida
$16.7M +$2.82M +25,496 +20%
BSW
87
Buckingham Strategic Wealth
Missouri
$16.2M +$1.64M +14,849 +11%
TW
88
Trajan Wealth
Arizona
$16.1M -$87.8K -795 -0.5%
SW
89
SVB Wealth
Massachusetts
$15.7M -$18.4M -166,271 -54%
HighTower Advisors
90
HighTower Advisors
Illinois
$15.4M +$250K +2,261 +2%
PCMU
91
Paragon Capital Management (Utah)
Utah
$14.1M -$113K -1,020 -0.8%
IWC
92
Integrated Wealth Concepts
Massachusetts
$14M -$19.9M -179,863 -59%
TAM
93
Tucker Asset Management
Colorado
$13.9M -$396K -3,585 -3%
SWP
94
Strategic Wealth Partners
Ohio
$13.8M +$554K +5,013 +4%
BWM
95
Bulltick Wealth Management
Florida
$13.7M +$4.52M +40,953 +49%
Comerica Bank
96
Comerica Bank
Texas
$13.6M -$1.21M -10,946 -8%
GC
97
Guidance Capital
Kentucky
$13.6M +$515K +4,661 +4%
BA
98
Bridge Advisory
California
$13.3M -$4.04M -36,539 -23%
KPWG
99
KFA Private Wealth Group
Virginia
$13.1M -$11M -99,553 -46%
BWM
100
Birchcreek Wealth Management
Ohio
$13.1M +$1.13M +10,267 +9%
2 3
4
5 6