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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 %
IA
201
IFP Advisors
Florida
$5.02M +$63.4K +574 +1%
ETC
202
Exchange Traded Concepts
Oklahoma
$4.95M +$434K +3,932 +10%
HPC
203
HM Payson & Co
Maine
$4.93M -$143K -1,290 -3%
PAG
204
Private Advisor Group
New Jersey
$4.81M +$751K +6,795 +18%
KAS
205
Kestra Advisory Services
Texas
$4.68M -$1.25M -11,341 -21%
FTS
206
Fifth Third Securities
Ohio
$4.58M -$103K -930 -2%
ANTB
207
AMG National Trust Bank
Colorado
$4.56M -$723K -6,549 -14%
BA
208
Bridge Advisory
California
$4.49M +$1.77M +16,034 +65%
CWA
209
Capital Wealth Alliance
Arizona
$4.48M +$4.48M +40,552 New
ML
210
Mayport LLC
Massachusetts
$4.47M +$1.68M +15,205 +60%
ACS
211
Archford Capital Strategies
Illinois
$4.46M -$705K -6,382 -14%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$4.44M +$187K +1,697 +4%
SPW
213
Surience Private Wealth
Washington
$4.35M -$773K -6,999 -15%
MBT
214
Montecito Bank & Trust
California
$4.33M +$580K +5,250 +15%
DWMG
215
DB Wealth Management Group
California
$4.33M -$531K -4,811 -11%
BRWA
216
B. Riley Wealth Advisors
Florida
$4.22M -$547K -4,953 -11%
PAS
217
Park Avenue Securities
New York
$4.19M -$12.7M -114,909 -75%
Prudential Financial
218
Prudential Financial
New Jersey
$4.14M -$175K -1,582 -4%
AAS
219
Ameritas Advisory Services
Nebraska
$4.08M +$4.08M +36,975 New
FHA
220
First Horizon Advisors
Tennessee
$3.94M +$13.7K +124 +0.3%
WAM
221
Worth Asset Management
Texas
$3.85M -$1.18M -10,715 -24%
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$3.85M -$507K -4,591 -12%
TGAM
223
TBH Global Asset Management
Tennessee
$3.84M -$50K -453 -1%
MOS
224
MGO One Seven
Ohio
$3.76M +$2.73M +24,753 +267%
IFWM
225
Institute for Wealth Management
Colorado
$3.69M +$1.78M +16,082 +93%
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