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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.

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
1
Prime Capital Investment Advisors
Kansas
$96.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$167M
3
Cerity Partners
3
Cerity Partners
New York
$202M
4
FIA
4
Foundations Investment Advisors
Arizona
$90.6M
5
AI
5
Accredited Investors
Minnesota
$102M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$78.6M
2
Charles Schwab
2
Charles Schwab
California
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$830M
4
SWG
4
Summit Wealth Group
Vermont
$1.01M
5
SW
5
SVB Wealth
Massachusetts
$219M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$830M 7,514,819 -1,144,617 -13%
BlackRock
2
BlackRock
New York
$743M 6,725,201 +326,000 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$414M 3,744,984 -572,001 -13%
Bank of America
4
Bank of America
North Carolina
$385M 3,488,426 -211,946 -6%
Wells Fargo
5
Wells Fargo
California
$347M 3,137,612 -84,084 -3%
Betterment LLC
6
Betterment LLC
New York
$303M 2,745,119 -242,436 -8%
BBVA
7
Banco Bilbao Vizcaya Argentaria
Spain
$292M 2,725,560 +24,229 +0.9%
UBS Group
8
UBS Group
Switzerland
$263M 2,379,061 -504,048 -17%
SW
9
SVB Wealth
Massachusetts
$219M 1,980,571 -998,589 -34%
Cerity Partners
10
Cerity Partners
New York
$202M 1,833,140 +612,938 +50%
Mariner
11
Mariner
Kansas
$185M 1,701,382 +34,875 +2%
Bank of Nova Scotia
12
Bank of Nova Scotia
Ontario, Canada
$173M 1,566,859 -41,957 -3%
GA
13
Gateway Advisory
New Jersey
$171M 1,548,737 -150,043 -9%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$167M 1,508,408 +864,362 +134%
Osaic Holdings
15
Osaic Holdings
Arizona
$155M 1,406,567 +77,983 +6%
LPL Financial
16
LPL Financial
California
$144M 1,302,756 +44,932 +4%
Truist Financial
17
Truist Financial
North Carolina
$133M 1,200,811 -5,700 -0.5%
PC
18
Peavine Capital
Nevada
$130M 1,176,595 -51,200 -4%
Goldman Sachs
19
Goldman Sachs
New York
$124M 1,122,913 +12,388 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$114M 1,032,126 +71,983 +7%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$109M 984,526 +51,562 +6%
GAG
22
GM Advisory Group
New York
$102M 927,694 +855 +0.1%
AI
23
Accredited Investors
Minnesota
$102M 920,435 +410,111 +80%
PCIA
24
Prime Capital Investment Advisors
Kansas
$96.7M 875,650 +873,430 +39,344%
CRG
25
Cornerstone Retirement Group
Nevada
$95.7M 866,844 +20,275 +2%
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