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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 %
TPCW
151
TD Private Client Wealth
New York
$6.94M -$2.07M -18,749 -23%
AFC
152
Adaptive Financial Consulting
Ohio
$6.92M +$7.62K +69 +0.1%
KAS
153
Kestra Advisory Services
Texas
$6.89M -$248K -2,248 -3%
AI
154
AXS Investments
New York
$6.87M +$1.06M +9,578 +18%
RAG
155
RIA Advisory Group
Iowa
$6.8M +$5.68M +51,453 +510%
CWA
156
Capital Wealth Alliance
Arizona
$6.71M -$238K -2,158 -3%
US Bancorp
157
US Bancorp
Minnesota
$6.47M -$264K -2,388 -4%
PA
158
Parallel Advisors
California
$6.42M +$61K +552 +1%
DC
159
Davenport & Co
Virginia
$6.37M +$71.2K +645 +1%
MA
160
Mutual Advisors
Nebraska
$6.35M +$382K +3,464 +6%
ALC
161
Alexander Labrunerie & Co
Missouri
$6.25M -$15.4K -139 -0.2%
USCWA
162
U.S. Capital Wealth Advisors
Texas
$6.02M +$602K +5,447 +11%
RI
163
Ridgewood Investments
New Jersey
$6.02M -$1.26M -11,374 -17%
FMN
164
Financial Management Network
California
$5.99M -$479K -4,349 -7%
VWM
165
VanWeelden Wealth Management
Ohio
$5.96M +$964K +8,726 +19%
CWM
166
Calamos Wealth Management
Illinois
$5.93M -$1.21M -10,973 -17%
RCG
167
Rock Creek Group
District of Columbia
$5.85M +$2.93M +26,503 +100%
UBV
168
United Bank (Virginia)
Virginia
$5.78M -$318K -2,882 -5%
ECA
169
Elevation Capital Advisory
Oregon
$5.69M +$5.69M +51,496 New
CCFM
170
Clear Creek Financial Management
Washington
$5.61M +$736K +6,664 +15%
OMC
171
Old Mission Capital
Illinois
$5.45M +$5.45M +49,322 New
RWM
172
Ritholtz Wealth Management
New York
$5.42M +$38.7K +350 +0.7%
MCM
173
MAI Capital Management
Ohio
$5.41M +$1.35M +12,262 +33%
MPPLM
174
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.35M +$2.53M +22,923 +90%
TI
175
Tidal Investments
Wisconsin
$5.33M +$5.33M +48,270 New
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