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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 %
PA
151
Perennial Advisors
New York
$9.01M -$5.28M -47,836 -37%
MWM
152
MinichMacGregor Wealth Management
New York
$8.87M -$22.1K -200 -0.2%
PWM
153
Paulson Wealth Management
Illinois
$8.84M +$242K +2,194 +3%
BL
154
Balentine LLC
Georgia
$8.79M -$10.9M -98,284 -55%
TSS
155
Two Sigma Securities
New York
$8.49M +$2.83M +25,640 +50%
SG Americas Securities
156
SG Americas Securities
New York
$8.4M -$16.2M -146,304 -66%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$8.08M -$30.8M -279,273 -79%
MW
158
Marks Wealth
Maryland
$7.86M -$44.2K -400 -0.6%
SAM
159
Selway Asset Management
$7.62M +$4.86M +44,000 +176%
WA
160
Wealth Alliance
New York
$7.42M -$3.78M -34,267 -34%
WS
161
Wedbush Securities
California
$7.39M +$5.11M +46,224 +223%
AF
162
Allworth Financial
California
$7.24M -$4.28M -38,741 -37%
FMN
163
Financial Management Network
California
$7.21M +$1.19M +10,775 +20%
Corient Private Wealth
164
Corient Private Wealth
Florida
$7.12M -$1.36M -12,349 -16%
IWC
165
Integrated Wealth Concepts
Massachusetts
$7M -$12.6M -113,775 -64%
Citigroup
166
Citigroup
New York
$6.79M +$2.24M +20,314 +49%
VFA
167
Values First Advisors
Tennessee
$6.74M -$3.11M -28,202 -32%
CWM
168
Calamos Wealth Management
Illinois
$6.63M +$4.24M +38,399 +177%
TNBTD
169
Trustmark National Bank Trust Department
Mississippi
$6.62M -$1.21M -10,992 -15%
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$6.61M -$6.14M -55,615 -48%
DWM
171
Drive Wealth Management
Utah
$6.54M +$4.25M +38,466 +185%
JIR
172
James Investment Research
Ohio
$6.45M +$628K +5,686 +11%
CHJWM
173
Carlton Hofferkamp & Jenks Wealth Management
Texas
$6.41M +$20.7K +188 +0.3%
AWM
174
Axxcess Wealth Management
California
$6.3M -$1.26M -11,448 -17%
CGA
175
Crescent Grove Advisors
Illinois
$6.27M -$1.15M -10,446 -16%
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