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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 %
VFA
176
Values First Advisors
Tennessee
$6.72M -$18.8K -170 -0.3%
BWM
177
Bulltick Wealth Management
Florida
$6.63M +$2.2M +19,892 +50%
TNBTD
178
Trustmark National Bank Trust Department
Mississippi
$6.59M -$29.4K -266 -0.4%
JIR
179
James Investment Research
Ohio
$6.29M -$155K -1,402 -2%
BL
180
Balentine LLC
Georgia
$6.29M -$2.5M -22,661 -28%
CL
181
Choreo LLC
Illinois
$6.14M +$3.37M +30,518 +122%
GFA
182
Gallagher Fiduciary Advisors
Illinois
$6.07M +$4.33M +39,191 +248%
AWS
183
Atria Wealth Solutions
New York
$6.02M +$3.16M +28,649 +111%
1IA
184
1834 Investment Advisors
Wisconsin
$6.01M -$10M -90,567 -62%
JWCA
185
J.W. Cole Advisors
Florida
$5.94M +$384K +3,479 +7%
FCA
186
FLC Capital Advisors
California
$5.91M -$328K -2,965 -5%
SKK
187
Shepherd Kaplan Krochuk
Massachusetts
$5.88M -$8.51K -77 -0.1%
Citigroup
188
Citigroup
New York
$5.87M -$920K -8,328 -14%
AF
189
Allworth Financial
California
$5.66M -$1.58M -14,316 -22%
GM
190
GeoWealth Management
Illinois
$5.56M -$15.1M -136,315 -73%
MIA
191
MMBG Investment Advisors
Florida
$5.48M -$500K -4,530 -8%
SFP
192
Shepherd Financial Partners
Massachusetts
$5.34M +$1.77M +16,065 +50%
RI
193
Ridgewood Investments
New Jersey
$5.31M +$4.7M +42,532 +772%
BWM
194
Birchcreek Wealth Management
Ohio
$5.29M +$603K +5,455 +13%
MFC
195
Morris Financial Concepts
South Carolina
$5.27M -$363K -3,289 -6%
AR
196
Advisory Research
Illinois
$5.25M -$500K -4,530 -9%
SPIO
197
Seven Post Investment Office
California
$5.17M +$539K +4,879 +12%
UCFA
198
United Capital Financial Advisors
Texas
$5.15M -$348K -3,151 -6%
LWM
199
Laidlaw Wealth Management
New York
$5.11M -$333K -3,018 -6%
CAL
200
Capital Advisors Ltd
Ohio
$5.03M +$31.2K +282 +0.6%
6 7
8
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