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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 %
VA
176
Vident Advisory
Georgia
$5.28M +$832K +7,534 +19%
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
$5.23M +$638K +5,780 +14%
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$5.2M -$2.67M -24,148 -34%
Citigroup
179
Citigroup
New York
$5.15M -$1.56M -14,123 -23%
SC
180
Scotia Capital
Ontario, Canada
$5.11M +$532K +4,819 +12%
CA
181
CoreCap Advisors
Michigan
$5.05M -$549K -4,971 -10%
Jones Financial Companies
182
Jones Financial Companies
Missouri
$4.95M +$2.74M +24,772 +123%
NWAG
183
Net Worth Advisory Group
Utah
$4.9M -$1.19M -10,790 -20%
WCG
184
Weaver Consulting Group
California
$4.88M -$6.85K -62 -0.1%
JIR
185
James Investment Research
Ohio
$4.77M -$12.7K -115 -0.3%
IFWM
186
Institute for Wealth Management
Colorado
$4.77M +$620K +5,614 +15%
AI
187
Atria Investments
North Carolina
$4.76M -$1.14M -10,310 -19%
HZ
188
Hixon Zuercher
Ohio
$4.75M +$315K +2,855 +7%
CIBC World Market
189
CIBC World Market
Ontario, Canada
$4.68M +$3.99M +36,148 +583%
AR
190
Advisory Research
Illinois
$4.65M -$1.1M -9,985 -19%
EAMA
191
EFG Asset Management (Americas)
Florida
$4.61M +$876K +7,934 +23%
IPW
192
IronBridge Private Wealth
Texas
$4.59M +$4.59M +41,527 New
SWM
193
Spire Wealth Management
Virginia
$4.45M +$487K +4,413 +12%
KFGG
194
Keystone Financial Group (Georgia)
Georgia
$4.4M -$492K -4,471 -10%
GAM
195
Gould Asset Management
California
$4.39M +$110K +995 +3%
AAS
196
Avantax Advisory Services
Texas
$4.34M -$1.31M -11,858 -23%
SB
197
Strategic Blueprint
Georgia
$4.32M +$4.03M +36,451 +1,378%
LC
198
Luminist Capital
Michigan
$4.31M +$1.18M +10,698 +38%
ACM
199
Avalon Capital Management
California
$4.29M +$1.35M +12,252 +46%
CFA
200
Camarda Financial Advisors
Florida
$4.25M +$25.7K +233 +0.6%
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