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iShares Short Treasury Bond ETF
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Overview Fund Activity

648 hedge funds and large institutions have $10.3B invested in iShares Short Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 243 increasing their positions, 256 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+14
Holders Change %
+2.21%
% of All Funds
10.33%
Holding in Top 10
96
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.03%
% of All Funds
1.53%
New
75
Increased
243
Reduced
256
Closed
54
Calls
$276K
Puts
–
Net Calls
+$276K
Net Calls Change
+$7.21M

Top Buyers

1
BlackRock
BlackRock
New York
$900M
2
Jane Street
Jane Street
New York
$160M
3
ACA
Anchor Capital Advisors
Massachusetts
$167M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$88.6M
5
Wealthfront Advisers
Wealthfront Advisers
California
$70.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$183M
2
Cerity Partners
Cerity Partners
New York
$107M
3
AIA
Acute Investment Advisory
Arizona
$12.6M
4
AFP
Ausdal Financial Partners
Iowa
$3.29M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$15.3M -$3.28M -29,710 -18%
PCMU
102
Paragon Capital Management (Utah)
Utah
$15.2M +$1.09M +9,825 +8%
FTUS
103
Flow Traders U.S.
New York
$15.2M +$4.61M +41,763 +44%
CS
104
Comerica Securities
Michigan
$15.1M -$23M -208,256 -60%
TM
105
Titan Managers
Arizona
$14.9M +$1.29M +11,697 +10%
CC
106
Cadinha & Co
Hawaii
$14.8M -$1.02M -9,220 -6%
ODIJL
107
One Day In July LLC
Vermont
$14.5M +$3.5M +31,694 +32%
BIP
108
Blueprint Investment Partners
North Carolina
$14.5M +$8.56M +77,488 +144%
DIM
109
Delta Investment Management
California
$14.3M -$16.2M -146,318 -53%
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$14.2M -$1.08M -9,789 -7%
SAM
111
Selway Asset Management
$14M +$6.39M +57,860 +84%
US Bancorp
112
US Bancorp
Minnesota
$13.5M -$4.05M -36,703 -23%
CAMV
113
Concord Asset Management (Virginia)
Virginia
$13.2M +$1.79M +16,244 +16%
SWP
114
Strategic Wealth Partners
Ohio
$13.2M +$841K +7,614 +7%
WAS
115
Winch Advisory Services
Wisconsin
$13M +$669K +6,059 +5%
BSW
116
Buckingham Strategic Wealth
Missouri
$12.9M +$1.26M +11,397 +11%
UWM
117
Udine Wealth Management
Florida
$12.7M +$1.1M +10,000 +10%
AIA
118
Acute Investment Advisory
Arizona
$12.6M -$73.5M -665,323 -85%
DWP
119
Destiny Wealth Partners
Florida
$12.6M -$3.45M -31,253 -22%
BCM
120
Brookstone Capital Management
Illinois
$12.4M -$13M -118,131 -51%
RCS
121
Retirement Capital Strategies
California
$12.4M +$12.4M +112,371 New
SFA
122
Semmax Financial Advisors
North Carolina
$12.3M +$12.3M +111,968 New
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$12.3M +$9.88M +89,430 +405%
CFA
124
Camarda Financial Advisors
Florida
$12.3M +$1.82M +16,447 +17%
WLIM
125
White Lighthouse Investment Management
Massachusetts
$12.2M +$1.03M +9,281 +9%
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5
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