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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 %
GC
101
Guidance Capital
Kentucky
$13M -$576K -5,216 -4%
TM
102
Titan Managers
Arizona
$12.9M -$89.2K -806 -0.7%
PCMU
103
Paragon Capital Management (Utah)
Utah
$12.5M -$1.69M -15,253 -12%
UWM
104
Udine Wealth Management
Florida
$11.9M – – –
IWC
105
Integrated Wealth Concepts
Massachusetts
$11.9M -$2.08M -18,796 -15%
GS
106
GTS Securities
New York
$11.7M +$10.6M +95,854 +954%
SMFG
107
Sumitomo Mitsui Financial Group
Japan
$11.7M -$434K -3,925 -4%
KL
108
KWMG LLC
Kansas
$11.4M +$459K +4,150 +4%
ML
109
Mayport LLC
Massachusetts
$11.3M +$186K +1,677 +2%
TAM
110
Tucker Asset Management
Colorado
$11M -$2.95M -26,639 -21%
BIP
111
Blueprint Investment Partners
North Carolina
$10.8M +$3.1M +28,026 +40%
PAG
112
Private Advisor Group
New Jersey
$10.8M +$4.5M +40,696 +72%
ACS
113
Archford Capital Strategies
Illinois
$10.7M +$190K +1,718 +2%
Mariner
114
Mariner
Kansas
$10.4M +$398K +3,597 +4%
EFG
115
Ethos Financial Group
Pennsylvania
$10.3M +$405K +3,660 +4%
WP
116
Westmount Partners
California
$10.3M -$2.86M -25,818 -22%
KPWG
117
KFA Private Wealth Group
Virginia
$10.3M -$2.83M -25,585 -22%
CWA
118
Capital Wealth Alliance
Arizona
$10.1M +$2.5M +22,596 +33%
GA
119
GFS Advisors
Texas
$9.84M +$9.44M +85,301 +2,369%
PWM
120
Paulson Wealth Management
Illinois
$9.54M -$522K -4,716 -5%
AWA
121
Arete Wealth Advisors
Illinois
$9.4M -$2.09M -18,860 -18%
MAM
122
Meeder Asset Management
Ohio
$9.34M – – –
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$9.33M -$1.73M -15,596 -16%
TPCW
124
TD Private Client Wealth
New York
$9.16M +$509K +4,600 +6%
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$8.97M +$8.97M +81,049 New
3 4
5
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