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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 %
SWP
126
Strategic Wealth Partners
Ohio
$12.3M +$721K +6,524 +6%
AIM
127
Astor Investment Management
Illinois
$12.2M +$654K +5,922 +6%
OMC
128
Old Mission Capital
Illinois
$11.9M +$11.9M +108,085 New
BSW
129
Buckingham Strategic Wealth
Missouri
$11.6M +$7.78M +70,411 +202%
UWM
130
Udine Wealth Management
Florida
$11.6M +$11.6M +104,750 New
UBV
131
United Bank (Virginia)
Virginia
$11.4M -$3.9M -35,318 -25%
CAMV
132
Concord Asset Management (Virginia)
Virginia
$11.4M +$933K +8,446 +9%
ONB
133
Old National Bancorp
Indiana
$11.3M +$2.49M +22,561 +28%
WLIM
134
White Lighthouse Investment Management
Massachusetts
$11.2M +$3.25M +29,395 +41%
GC
135
Guidance Capital
Kentucky
$11M +$11M +100,170 New
ODIJL
136
One Day In July LLC
Vermont
$11M +$2.06M +18,656 +23%
FGA
137
Fortis Group Advisors
New Jersey
$10.7M +$161K +1,462 +2%
FTUS
138
Flow Traders U.S.
New York
$10.6M +$4.41M +39,940 +72%
CFA
139
Camarda Financial Advisors
Florida
$10.5M +$1.22M +11,065 +13%
IPW
140
IronBridge Private Wealth
Texas
$10.4M +$386K +3,493 +4%
HCC
141
Hirtle Callaghan & Co
Pennsylvania
$10M +$10M +90,843 New
AWM
142
Atticus Wealth Management
Florida
$9.95M +$120K +1,088 +1%
SC
143
Sierra Capital
Florida
$9.84M -$9.35M -84,648 -49%
KL
144
KWMG LLC
Kansas
$9.73M +$826K +7,483 +9%
ACG
145
Allen Capital Group
Nebraska
$9.61M +$1.15M +10,415 +14%
EFG
146
Ethos Financial Group
Pennsylvania
$9.45M – – –
AWS
147
Arkfeld Wealth Strategies
Nebraska
$9.4M -$458K -4,161 -5%
WCG
148
Weaver Consulting Group
California
$9.27M -$425K -3,845 -4%
CG
149
Cynosure Group
Utah
$9.27M +$9.27M +83,917 New
TPCW
150
TD Private Client Wealth
New York
$9.08M -$2.68M -24,298 -23%
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