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iShares Short Treasury Bond ETF
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Overview Fund Activity

673 hedge funds and large institutions have $9.5B invested in iShares Short Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 258 increasing their positions, 249 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.74%
Holding in Top 10
65
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.41%
% of All Funds
0.94%
New
75
Increased
258
Reduced
249
Closed
67
Calls
$420K
Puts
–
Net Calls
+$420K
Net Calls Change
+$420K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$999M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$229M
3
Morgan Stanley
Morgan Stanley
New York
$692M
4
BlackRock
BlackRock
New York
$911M
5
BWM
Bulltick Wealth Management
Florida
$71.7M

Top Sellers

1
HAFG
Hansen & Associates Financial Group
California
$74.9M
2
AllianceBernstein
AllianceBernstein
Tennessee
$52.5M
3
Wells Fargo
Wells Fargo
California
$411M
4
SG Americas Securities
SG Americas Securities
New York
$0
5
Ameriprise
Ameriprise
Minnesota
$88.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
76
HSBC Holdings
United Kingdom
$18.9M +$9.21M +56,247 +94%
TW
77
Trajan Wealth
Arizona
$18.9M +$2.8M +25,323 +17%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$18.9M -$31.9M -288,688 -63%
CAMV
79
Concord Asset Management (Virginia)
Virginia
$18.3M +$1.45M +13,078 +9%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$18.2M -$881K -7,961 -5%
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$18.2M +$16.6M +150,042 +1,042%
SAM
82
Selway Asset Management
$18M -$1.97M -17,790 -10%
Financial Engines Advisors
83
Financial Engines Advisors
California
$17.9M -$3.27M -29,602 -15%
PCIG
84
Partners Capital Investment Group
Massachusetts
$17.8M +$17.2M +155,576 +2,885%
SPIO
85
Seven Post Investment Office
California
$17.4M -$178K -1,605 -1%
ST
86
Smithfield Trust
Pennsylvania
$16.7M -$226K -2,040 -1%
IA
87
IFP Advisors
Florida
$16.7M -$52.2K -472 -0.3%
OBWG
88
Onyx Bridge Wealth Group
New York
$16.7M -$551K -4,977 -3%
Comerica Bank
89
Comerica Bank
Texas
$15.7M +$2.1M +18,953 +15%
CWMGP
90
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$15.6M +$3.46M +31,303 +28%
PCM
91
Presidio Capital Management
California
$15.5M +$15.5M +139,903 New
HighTower Advisors
92
HighTower Advisors
Illinois
$15.4M +$60K +542 +0.4%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$15.2M -$15.1M -136,060 -50%
SWP
94
Strategic Wealth Partners
Ohio
$15.1M +$1.32M +11,962 +10%
FTUS
95
Flow Traders U.S.
New York
$14.2M +$14.2M +128,358 New
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14M +$1.13M +10,182 +9%
ODIJL
97
One Day In July LLC
Vermont
$13.5M +$1.02M +9,248 +8%
BA
98
Bridge Advisory
California
$13.3M +$49.5K +447 +0.4%
Jane Street
99
Jane Street
New York
$13.1M -$26.8M -242,012 -67%
WAS
100
Winch Advisory Services
Wisconsin
$13M +$34.5K +312 +0.3%
2 3
4
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