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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 %
CAL
201
Capital Advisors Ltd
Ohio
$5M +$789K +7,145 +19%
KLC
202
Knowledge Leaders Capital
Colorado
$4.97M +$4.97M +45,022 New
IA
203
IFP Advisors
Florida
$4.96M -$7.42M -67,191 -60%
DWMG
204
DB Wealth Management Group
California
$4.86M +$227K +2,056 +5%
WSTAM
205
Wilbanks Smith & Thomas Asset Management
Virginia
$4.86M -$26.7K -242 -0.5%
Principal Financial Group
206
Principal Financial Group
Iowa
$4.83M +$883K +7,993 +22%
CA
207
CoreCap Advisors
Michigan
$4.82M +$4.82M +43,630 New
BRWA
208
B. Riley Wealth Advisors
Florida
$4.77M -$276K -2,498 -5%
BWM
209
Birchcreek Wealth Management
Ohio
$4.69M +$1.49M +13,476 +47%
FTS
210
Fifth Third Securities
Ohio
$4.68M +$1.44M +12,998 +44%
CCM
211
Crabel Capital Management
California
$4.65M +$587K +5,315 +14%
SPIO
212
Seven Post Investment Office
California
$4.63M +$4.63M +41,901 New
ETC
213
Exchange Traded Concepts
Oklahoma
$4.52M +$24.9K +225 +0.6%
BWM
214
Bulltick Wealth Management
Florida
$4.43M -$1.32M -11,970 -23%
GT
215
Greenleaf Trust
Michigan
$4.43M -$18.3M -165,320 -80%
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$4.35M -$2.07M -18,701 -32%
Prudential Financial
217
Prudential Financial
New Jersey
$4.31M -$352K -3,191 -8%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$4.25M +$255K +2,313 +6%
Mirae Asset Global Investments
219
Mirae Asset Global Investments
South Korea
$4.07M -$5.52M -49,997 -58%
PAG
220
Private Advisor Group
New Jersey
$4.06M -$3.71M -33,615 -48%
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
$4.01M -$25.9M -234,712 -87%
FHA
222
First Horizon Advisors
Tennessee
$3.92M -$2.58M -23,339 -40%
TWC
223
TD Waterhouse Canada
Ontario, Canada
$3.92M -$321K -2,598 -8%
TGAM
224
TBH Global Asset Management
Tennessee
$3.89M +$1.06M +9,603 +37%
EWM
225
Edge Wealth Management
New York
$3.77M +$3.77M +34,110 New
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