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iShares Short Treasury Bond ETF
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Overview Fund Activity

712 hedge funds and large institutions have $9.6B invested in iShares Short Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 277 increasing their positions, 265 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
9.67%
Holding in Top 10
81
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+22.73%
% of All Funds
1.1%
New
90
Increased
277
Reduced
265
Closed
76
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$269M
2
MW
Marks Wealth
Maryland
+$156M
3
AFP
Ausdal Financial Partners
Iowa
+$93.1M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$88.2M
5
OC
Oakworth Capital
Alabama
+$84.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$413M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$101M
3
ACA
Anchor Capital Advisors
Massachusetts
-$67.4M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$56.9M
5
BWM
Bulltick Wealth Management
Florida
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
126
Integrated Wealth Concepts
Massachusetts
$10.1M -$47.5K -430 -0.5%
Corient Private Wealth
127
Corient Private Wealth
Florida
$10.1M -$4.37M -39,587 -30%
WWM
128
Whalen Wealth Management
Nevada
$10.1M -$18.9M -171,477 -65%
MSWM
129
Mader & Shannon Wealth Management
Missouri
$10M -$6.14M -55,565 -38%
AWA
130
Arete Wealth Advisors
Illinois
$9.89M +$4.16M +37,670 +73%
PCP
131
Proficio Capital Partners
Massachusetts
$9.85M -$292K -2,650 -3%
MWM
132
MinichMacGregor Wealth Management
New York
$9.61M +$1.13M +10,244 +13%
KPWG
133
KFA Private Wealth Group
Virginia
$9.56M +$230K +2,084 +2%
KDA
134
Kraft Davis & Associates
Missouri
$9.51M +$9.51M +86,152 New
AWS
135
Atria Wealth Solutions
New York
$9.5M +$126K +1,141 +1%
BIP
136
Blueprint Investment Partners
North Carolina
$9.17M -$10.7M -97,048 -54%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$8.99M -$1.39M -12,560 -13%
WA
138
Wealth Alliance
New York
$8.93M +$6.4M +57,976 +253%
MWM
139
Meridian Wealth Management
Kentucky
$8.69M -$488K -4,419 -5%
DWM
140
Drive Wealth Management
Utah
$8.54M +$658K +5,954 +8%
MSFS
141
Main Street Financial Solutions
Pennsylvania
$8.33M +$1.44M +13,017 +21%
ISWM
142
Independent Solutions Wealth Management
New York
$8.18M +$516K +4,667 +7%
CC
143
Climber Capital
Switzerland
$8.04M +$455K +5,820 +6%
AWS
144
Arkfeld Wealth Strategies
Nebraska
$7.92M -$278K -2,525 -3%
AIS
145
American Investment Services
Massachusetts
$7.9M +$3.32M +30,074 +73%
PAG
146
Private Advisor Group
New Jersey
$7.89M +$274K +2,483 +4%
LBC
147
Lowe Brockenbrough & Co
Virginia
$7.76M -$558K -5,050 -7%
MFC
148
Morris Financial Concepts
South Carolina
$7.55M +$231K +2,095 +3%
CAG
149
Csenge Advisory Group
Florida
$7.26M +$7.26M +65,773 New
BFA
150
Blueprint Financial Advisors
North Carolina
$7.06M +$7.06M +63,955 New
4 5
6
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