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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 %
CW
201
CreativeOne Wealth
Kansas
$4.24M -$384K -3,473 -8%
SPW
202
Surience Private Wealth
Washington
$4.12M +$4.12M +37,322 New
FW
203
FullCircle Wealth
Texas
$4.12M +$4.12M +37,325 New
RF
204
Rossby Financial
Florida
$4.12M +$4.12M +37,304 New
IMA
205
Investment Management Associates
Colorado
$4.12M +$2.48M +22,467 +152%
CHJWM
206
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.08M -$459K -4,160 -10%
NYLIM
207
New York Life Investment Management
New York
$4.07M +$1.16M +10,460 +40%
BCI
208
Brinker Capital Investments
Pennsylvania
$4.01M +$151K +1,366 +4%
OPS
209
Orion Portfolio Solutions
Nebraska
$4.01M +$151K +1,366 +4%
FA
210
Fountainhead AM
New Jersey
$3.9M +$3.65K +33 +0.1%
PFM
211
Patton Fund Management
Texas
$3.87M -$38.3K -347 -1%
AIP
212
Alexis Investment Partners
Texas
$3.86M -$120K -1,090 -3%
IHL
213
Investment House LLC
California
$3.85M +$88.5K +801 +2%
IAS
214
Insigneo Advisory Services
Florida
$3.84M -$151K -1,364 -4%
BF
215
Baring Financial
Washington
$3.84M +$1.34M +12,176 +54%
GC
216
Gould Capital
Washington
$3.84M -$213K -1,925 -5%
BPC
217
Banque Pictet & Cie
Switzerland
$3.82M +$625K +5,656 +20%
PP
218
Pacifica Partners
Canada
$3.8M +$491K +4,459 +15%
IIM
219
Ironwood Investment Management
Massachusetts
$3.78M +$275K +2,488 +8%
ETC
220
Exchange Traded Concepts
Oklahoma
$3.77M +$3.77M +34,173 New
KeyBank National Association
221
KeyBank National Association
Ohio
$3.76M -$380K -3,444 -9%
CSP
222
Cary Street Partners
Virginia
$3.76M +$232K +2,100 +7%
AI
223
Arrien Investments
Idaho
$3.74M +$745K +6,746 +25%
CFO
224
CVA Family Office
Colorado
$3.71M +$923K +8,353 +33%
GS
225
GWN Securities
Florida
$3.7M +$1.54M +13,960 +71%
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