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iShares Short Treasury Bond ETF

664 hedge funds and large institutions have $9.53B invested in iShares Short Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 237 increasing their positions, 291 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

19% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 291

23% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 65

Holders
664
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$12M
ML
102
Mayport LLC
Massachusetts
$11.8M
UWM
103
Udine Wealth Management
Florida
$11.8M
KPWG
104
KFA Private Wealth Group
Virginia
$11.4M
PCMU
105
Paragon Capital Management (Utah)
Utah
$11.2M
PCM
106
Penserra Capital Management
California
$11.2M
ANTB
107
AMG National Trust Bank
Colorado
$11.1M
SMFG
108
Sumitomo Mitsui Financial Group
Japan
$10.8M
SG
109
StoneX Group
New York
$10.5M
FC
110
Farringdon Capital
United Kingdom
$10.5M
ODIJL
111
One Day In July LLC
Vermont
$10.5M
ISWM
112
Independent Solutions Wealth Management
New York
$10.3M
BPC
113
Banque Pictet & Cie
Switzerland
$10.3M
GC
114
GatePass Capital
Ohio
$9.86M
MWM
115
Meridian Wealth Management
Kentucky
$9.57M
PAG
116
Private Advisor Group
New Jersey
$9.43M
RA
117
RFG Advisory
Alabama
$9.41M
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$9.35M
MWM
119
MinichMacGregor Wealth Management
New York
$9.18M
HCA
120
Heck Capital Advisors
Wisconsin
$9.1M
KDA
121
Kraft Davis & Associates
Missouri
$9.07M
AWA
122
Arete Wealth Advisors
Illinois
$9.01M
AWM
123
Alterna Wealth Management
Texas
$8.96M
IWC
124
Integrated Wealth Concepts
Massachusetts
$8.86M
SCI
125
Stableford Capital II
Arizona
$8.67M