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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
MFC
126
Morris Financial Concepts
South Carolina
$8.36M
KAS
127
Kestra Advisory Services
Texas
$8.18M
MSFS
128
Main Street Financial Solutions
Pennsylvania
$8.18M
SC
129
Scotia Capital
Ontario, Canada
$7.7M
AWM
130
Apex Wealth Management
New Hampshire
$7.69M
AWM
131
Aegis Wealth Management
Maryland
$7.6M
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$7.38M
IIA
133
IPG Investment Advisors
California
$7.36M
VPA
134
Vernal Point Advisors
California
$7.28M
AFC
135
Adaptive Financial Consulting
Ohio
$7.22M
EC
136
Estate Counselors
Wisconsin
$7.22M
VWM
137
VanWeelden Wealth Management
Ohio
$7.15M
Citadel Advisors
138
Citadel Advisors
Florida
$7.08M
PCIG
139
Partners Capital Investment Group
Massachusetts
$6.79M
BWP
140
Burling Wealth Partners
Illinois
$6.75M
SFP
141
Shepherd Financial Partners
Massachusetts
$6.7M
CWA
142
Capital Wealth Alliance
Arizona
$6.59M
CFO
143
CVA Family Office
Colorado
$6.59M
BCMIO
144
Beacon Capital Management Inc (Ohio)
Ohio
$6.59M
DC
145
Davenport & Co
Virginia
$6.47M
MCM
146
MAI Capital Management
Ohio
$6.45M
MA
147
Mutual Advisors
Nebraska
$6.44M
BL
148
BFSG LLC
California
$6.41M
Jones Financial Companies
149
Jones Financial Companies
Missouri
$6.32M
UBV
150
United Bank (Virginia)
Virginia
$6.31M