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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 %
PWPCM
126
Perella Weinberg Partners Capital Management
New York
$12.2M -$18M -162,632 -60%
CA
127
Cetera Advisors
Colorado
$12M -$5.76M -52,124 -33%
GA
128
GFS Advisors
Texas
$11.9M +$8.9M +80,611 +293%
RVM
129
Robinson Value Management
Texas
$11.7M -$1.41M -12,725 -11%
FH
130
FWG Holdings
Florida
$11.5M +$11.5M +104,371 New
BW
131
Bison Wealth
Georgia
$11.4M -$5.23M -47,348 -31%
LBC
132
Lowe Brockenbrough & Co
Virginia
$11.4M -$1.41M -12,756 -11%
QFA
133
Quattro Financial Advisors
Texas
$11.4M -$12.5M -113,208 -52%
NCM
134
New Capital Management
Texas
$11.3M +$11.3M +102,261 New
AWM
135
AE Wealth Management
Kansas
$11M -$8.46M -76,557 -43%
AIM
136
Astor Investment Management
Illinois
$10.4M -$1.8M -16,258 -15%
Natixis Advisors
137
Natixis Advisors
Massachusetts
$10.4M +$8.21M +74,283 +376%
IWC
138
Integrated Wealth Concepts
Massachusetts
$10.3M +$3.35M +30,293 +48%
HCC
139
Hirtle Callaghan & Co
Pennsylvania
$10M – – –
FGA
140
Fortis Group Advisors
New Jersey
$10M -$735K -6,648 -7%
KL
141
KWMG LLC
Kansas
$9.98M +$248K +2,246 +3%
AWM
142
Atticus Wealth Management
Florida
$9.78M -$174K -1,579 -2%
EFG
143
Ethos Financial Group
Pennsylvania
$9.57M +$123K +1,115 +1%
MWM
144
Meridian Wealth Management
Kentucky
$9.54M +$9.08M +82,195 +1,957%
ACG
145
Allen Capital Group
Nebraska
$9.5M -$66K -600 -0.7%
PG
146
Prostatis Group
Maryland
$9.43M +$9.43M +85,331 New
NYLIM
147
New York Life Investment Management
New York
$9.34M +$9.34M +84,554 New
CG
148
Cynosure Group
Utah
$9.22M -$49.2K -445 -0.5%
AWS
149
Arkfeld Wealth Strategies
Nebraska
$9.14M -$256K -2,325 -3%
MWM
150
MinichMacGregor Wealth Management
New York
$9M +$123K +1,114 +1%
4 5
6
7 8