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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 %
BlackRock
1
BlackRock
New York
$1.71B +$269M +2,432,339 +19%
Morgan Stanley
2
Morgan Stanley
New York
$575M +$5.4M +48,848 +0.9%
Wells Fargo
3
Wells Fargo
California
$424M -$1.35M -12,202 -0.3%
Bank of America
4
Bank of America
North Carolina
$286M -$6.9M -62,421 -2%
LPL Financial
5
LPL Financial
California
$235M +$24.1M +218,182 +11%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$202M +$9.15M +82,835 +5%
Wealthfront Advisers
7
Wealthfront Advisers
California
$169M +$88.2M +798,167 +108%
BBVA
8
Banco Bilbao Vizcaya Argentaria
Spain
$168M +$26.9M +242,455 +19%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$168M +$33.8M +305,749 +25%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$164M -$413M -3,736,219 -72%
Raymond James Financial
11
Raymond James Financial
Florida
$156M +$32.3M +292,648 +26%
MW
12
Marks Wealth
Maryland
$156M +$156M +1,410,201 New
UBS Group
13
UBS Group
Switzerland
$140M -$4.04M -36,536 -3%
Betterment LLC
14
Betterment LLC
New York
$124M -$20.4M -184,429 -14%
Renaissance Technologies
15
Renaissance Technologies
New York
$115M +$22.4M +202,700 +24%
Truist Financial
16
Truist Financial
North Carolina
$112M +$33.1M +299,694 +42%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$111M -$1.3M -11,735 -1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$110M -$9.79M -88,646 -8%
HAFG
19
Hansen & Associates Financial Group
California
$108M +$35.4M +321,388 +49%
AFP
20
Ausdal Financial Partners
Iowa
$105M +$93.1M +843,151 +814%
NRI
21
NFP Retirement Inc
California
$94.7M -$36.8M -333,358 -28%
OC
22
Oakworth Capital
Alabama
$90.3M +$84.8M +767,382 +1,524%
Ameriprise
23
Ameriprise
Minnesota
$85.9M +$4.36M +39,499 +5%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$83.5M +$5.91M +53,485 +8%
TC
25
Trust Company
Kansas
$78.6M +$37.9M +343,121 +93%
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