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iShares Short Treasury Bond ETF
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Overview Fund Activity

595 hedge funds and large institutions have $15.4B invested in iShares Short Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 211 increasing their positions, 205 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+44
Holders Change %
+7.99%
% of All Funds
9.6%
Holding in Top 10
85
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.59%
% of All Funds
1.37%
New
132
Increased
211
Reduced
205
Closed
75
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$365M
2
Mariner
Mariner
Kansas
+$143M
3
Morgan Stanley
Morgan Stanley
New York
+$137M
4
SW
SVB Wealth
Massachusetts
+$94.4M
5
Wells Fargo
Wells Fargo
California
+$84.7M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$1.57B
2
AWA
Arete Wealth Advisors
Illinois
-$678M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$592M
4
AssetMark Inc
AssetMark Inc
California
-$278M
5
FCH
Freestone Capital Holdings
Washington
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
151
Trustmark National Bank Trust Department
Mississippi
$7.87M -$1.64M -14,954 -17%
MW
152
Marks Wealth
Maryland
$7.87M -$18.5M -168,159 -70%
PA
153
Perennial Advisors
New York
$7.82M -$516K -4,698 -6%
DIM
154
Delta Investment Management
California
$7.61M +$1.3M +11,810 +21%
VIA
155
Vident Investment Advisory
Georgia
$7.51M +$7.51M +68,320 New
ODIJL
156
One Day In July LLC
Vermont
$7.49M +$1.95M +17,732 +35%
KPWG
157
KFA Private Wealth Group
Virginia
$7.43M +$21.4K +195 +0.3%
BWM
158
Bulltick Wealth Management
Florida
$7.41M +$2.53M +22,982 +52%
WLIM
159
White Lighthouse Investment Management
Massachusetts
$7.05M +$134K +1,219 +2%
FHA
160
First Horizon Advisors
Tennessee
$6.97M +$3.56M +32,379 +104%
Corient Private Wealth
161
Corient Private Wealth
Florida
$6.77M +$6.77M +61,573 New
LSAG
162
Lake Street Advisors Group
New Hampshire
$6.76M +$2.08M +18,946 +45%
JIR
163
James Investment Research
Ohio
$6.68M +$2.59M +23,604 +64%
MFS
164
Madrona Financial Services
Washington
$6.64M +$6.64M +60,452 New
KAS
165
Kestra Advisory Services
Texas
$6.48M -$8.78M -79,916 -58%
AF
166
Allworth Financial
California
$6.28M +$4.64M +42,220 +284%
SG Americas Securities
167
SG Americas Securities
New York
$6.23M +$6.23M +56,664 New
CHJWM
168
Carlton Hofferkamp & Jenks Wealth Management
Texas
$6.19M +$1.53M +13,920 +33%
BOC
169
Bull Oak Capital
California
$6.18M +$2.02M +18,397 +49%
LHWM
170
Lake Hills Wealth Management
Texas
$5.98M +$5.98M +54,380 New
CWP
171
Concord Wealth Partners
Virginia
$5.95M +$5.95M +54,139 New
NCM
172
Northland Capital Management
Minnesota
$5.92M +$5.92M +53,846 New
PA
173
Parallel Advisors
California
$5.89M +$3.93M +35,758 +200%
CCM
174
Crabel Capital Management
California
$5.75M +$5.75M +52,300 New
BPC
175
Banque Pictet & Cie
Switzerland
$5.75M -$819K -7,449 -12%
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