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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 %
FCA
176
FLC Capital Advisors
California
$6.23M -$508K -4,598 -8%
SC
177
Scotia Capital
Ontario, Canada
$6.1M +$516K +4,671 +9%
SS
178
Simplicity Solutions
Minnesota
$5.98M -$785K -7,109 -12%
MIA
179
MMBG Investment Advisors
Florida
$5.98M -$2.86M -25,909 -32%
BIP
180
Blueprint Investment Partners
North Carolina
$5.95M -$5.22M -47,298 -47%
KAS
181
Kestra Advisory Services
Texas
$5.93M -$1.38M -12,522 -19%
SKK
182
Shepherd Kaplan Krochuk
Massachusetts
$5.88M +$2.9M +26,262 +97%
AR
183
Advisory Research
Illinois
$5.75M +$2.49M +22,530 +76%
PA
184
PFG Advisors
Arizona
$5.71M +$858K +7,772 +18%
DAS
185
Dynamic Advisor Solutions
Arizona
$5.69M -$1.78M -16,143 -24%
MFC
186
Morris Financial Concepts
South Carolina
$5.64M +$1M +9,071 +22%
JWCA
187
J.W. Cole Advisors
Florida
$5.56M -$947K -8,577 -15%
UCFA
188
United Capital Financial Advisors
Texas
$5.49M -$2.54M -22,993 -32%
MFS
189
Madrona Financial Services
Washington
$5.47M -$665K -6,018 -11%
LWM
190
Laidlaw Wealth Management
New York
$5.44M +$373K +3,373 +7%
BPC
191
Banque Pictet & Cie
Switzerland
$5.3M -$74.9K -678 -1%
ANTB
192
AMG National Trust Bank
Colorado
$5.28M -$1.56M -14,094 -23%
PFG
193
Pacific Financial Group
Washington
$5.27M -$12.4M -112,300 -70%
SFS
194
Sowell Financial Services
Arkansas
$5.24M +$5.24M +47,423 New
BNP Paribas Financial Markets
195
BNP Paribas Financial Markets
France
$5.18M -$3.43M -31,084 -40%
ACS
196
Archford Capital Strategies
Illinois
$5.16M -$743K -6,731 -13%
SPW
197
Surience Private Wealth
Washington
$5.12M +$5.12M +46,344 New
HPC
198
HM Payson & Co
Maine
$5.07M +$4.93M +44,665 +3,682%
WAM
199
Worth Asset Management
Texas
$5.03M -$1.18M -10,726 -19%
SIA
200
Sovereign Investment Advisors
Arizona
$5.01M – – –
6 7
8
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