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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 %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$17.4M +$2.89M +26,124 +20%
OBWG
102
Onyx Bridge Wealth Group
New York
$17.3M +$17.3M +156,814 New
PAS
103
Park Avenue Securities
New York
$16.9M +$2.91M +26,302 +21%
BW
104
Bison Wealth
Georgia
$16.7M +$16.7M +150,913 New
TA
105
Townsend & Associates
Colorado
$16.1M +$10.2M +92,664 +174%
1IA
106
1834 Investment Advisors
Wisconsin
$16M -$1.32M -11,923 -8%
DWP
107
Destiny Wealth Partners
Florida
$16M -$504K -4,565 -3%
CRWM
108
Castle Rock Wealth Management
California
$15.8M +$502K +4,564 +3%
CC
109
Cadinha & Co
Hawaii
$15.8M -$239K -2,162 -1%
B
110
Barings
North Carolina
$15.7M +$6.8M +61,553 +76%
MMA
111
Miracle Mile Advisors
California
$15.5M +$2.32M +20,987 +18%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$15.3M -$104K -939 -0.7%
WWM
113
WJ Wealth Management
Arizona
$15M +$3.51M +31,779 +30%
MWM
114
Mascoma Wealth Management
New Hampshire
$15M +$4.69M +42,618 +46%
ST
115
Smithfield Trust
Pennsylvania
$14.9M +$2.12M +19,195 +17%
CWP
116
Concord Wealth Partners
Virginia
$14.3M +$4.03M +36,505 +39%
PCMU
117
Paragon Capital Management (Utah)
Utah
$14.1M +$156K +1,410 +1%
TM
118
Titan Managers
Arizona
$13.6M -$1.05M -9,462 -7%
Millennium Management
119
Millennium Management
New York
$13.4M -$13.4M -121,592 -50%
MKA
120
M. Kulyk & Associates
Georgia
$13.4M +$13.4M +120,884 New
RVM
121
Robinson Value Management
Texas
$13.1M +$541K +4,896 +4%
NP
122
Nilsine Partners
Colorado
$13M -$140K -1,267 -1%
LBC
123
Lowe Brockenbrough & Co
Virginia
$12.8M -$231K -2,093 -2%
WAS
124
Winch Advisory Services
Wisconsin
$12.4M +$784K +7,099 +7%
AP
125
Americana Partners
Texas
$12.3M +$12.3M +111,551 New
3 4
5
6 7