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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 %
PWM
151
Paulson Wealth Management
Illinois
$8.96M +$120K +1,089 +1%
FMN
152
Financial Management Network
California
$8.85M +$1.64M +14,866 +23%
SC
153
Sierra Capital
Florida
$8.82M -$1.02M -9,268 -10%
UBV
154
United Bank (Virginia)
Virginia
$8.72M -$2.69M -24,308 -24%
SHIM
155
Stone House Investment Management
Pennsylvania
$8.68M +$8.55M +77,390 +6,503%
AI
156
Atria Investments
North Carolina
$8.68M -$34.8M -314,932 -80%
CWM
157
Calamos Wealth Management
Illinois
$8.48M +$1.85M +16,710 +28%
CA
158
CoreCap Advisors
Michigan
$8.47M +$3.65M +33,058 +76%
BPC
159
Banque Pictet & Cie
Switzerland
$8.39M +$3.09M +27,942 +58%
WA
160
Wealth Alliance
New York
$8.39M +$967K +8,758 +13%
Corient Private Wealth
161
Corient Private Wealth
Florida
$8.2M +$1.08M +9,785 +15%
WSTAM
162
Wilbanks Smith & Thomas Asset Management
Virginia
$8.14M +$3.29M +29,763 +68%
OMC
163
Old Mission Capital
Illinois
$8M -$3.94M -35,701 -33%
TPCW
164
TD Private Client Wealth
New York
$7.86M -$1.22M -11,006 -13%
HSBC Holdings
165
HSBC Holdings
United Kingdom
$7.84M -$7.51M -65,393 -49%
BNP Paribas Financial Markets
166
BNP Paribas Financial Markets
France
$7.81M +$2.63M +23,763 +51%
WCG
167
Weaver Consulting Group
California
$7.77M -$1.5M -13,600 -16%
DAS
168
Dynamic Advisor Solutions
Arizona
$7.68M +$1.98M +17,935 +35%
WS
169
Wedbush Securities
California
$7.64M +$251K +2,271 +3%
PCP
170
Proficio Capital Partners
Massachusetts
$7.3M +$6.25M +56,620 +597%
TSS
171
Two Sigma Securities
New York
$7.23M -$1.26M -11,428 -15%
ISWM
172
Independent Solutions Wealth Management
New York
$7.11M +$5.59M +50,621 +367%
BOC
173
Bull Oak Capital
California
$7.01M +$7.01M +63,482 New
CHJWM
174
Carlton Hofferkamp & Jenks Wealth Management
Texas
$6.97M +$544K +4,927 +8%
DWM
175
Drive Wealth Management
Utah
$6.75M +$208K +1,882 +3%
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