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iShares Short Treasury Bond ETF

612 hedge funds and large institutions have $14.2B invested in iShares Short Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 243 increasing their positions, 205 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
+17
Holders Change %
+2.86%
% of All Funds
9.8%
Holding in Top 10
96
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+12.94%
% of All Funds
1.54%
New
101
Increased
243
Reduced
205
Closed
68
Calls
Puts
$6.38M
Net Calls
-$6.38M
Net Calls Change
-$6.38M
Name Holding Trade Value Shares
Change
Shares
Change %
CPWMP
226
Cardinal Point Wealth Management Partners
California
$3.41M -$268K -2,424 -7%
CPCM
227
Cardinal Point Capital Management
Ontario, Canada
$3.41M -$268K -2,424 -7%
CF
228
Copperwynd Financial
Arizona
$3.36M -$552K -4,993 -14%
MBT
229
Montecito Bank & Trust
California
$3.3M +$1.69M +15,325 +105%
RIA
230
Regal Investment Advisors
Michigan
$3.3M +$1.04M +9,444 +46%
ACI
231
Alpha Cubed Investments
California
$3.28M +$1.25M +11,284 +61%
AR
232
Advisory Research
Illinois
$3.27M +$1.11K +10 +0%
ML
233
Mayport LLC
Massachusetts
$3.26M +$941K +8,515 +41%
FTS
234
Fifth Third Securities
Ohio
$3.25M -$804K -7,275 -20%
WCM
235
WealthBridge Capital Management
Ohio
$3.21M +$1.87M +16,923 +139%
BWM
236
Birchcreek Wealth Management
Ohio
$3.2M +$3.2M +28,958 New
MAM
237
Madison Asset Management
Wisconsin
$3.19M +$1.74M +15,774 +120%
AFG
238
Atomi Financial Group
New York
$3.16M +$3.16M +28,580 New
GA
239
GFS Advisors
Texas
$3.03M +$60.8K +550 +2%
PWS
240
Precision Wealth Strategies
Missouri
$3.01M +$811K +7,342 +37%
JFG
241
Jefferies Financial Group
New York
$3.01M
BFA
242
Beaumont Financial Advisors
Massachusetts
$3M +$3M +27,145 New
PIA
243
Petredis Investment Advisors
Pennsylvania
$2.99M +$1.5M +13,600 +101%
SKK
244
Shepherd Kaplan Krochuk
Massachusetts
$2.98M -$85.3K -772 -3%
ICG
245
InterOcean Capital Group
Tennessee
$2.96M -$2.26M -20,487 -43%
WP
246
WealthSource Partners
California
$2.96M +$823K +7,450 +39%
WA
247
Win Advisors
Florida
$2.91M +$2.8M +25,312 +2,504%
GA
248
Greenspring Advisors
Maryland
$2.9M +$275K +2,487 +10%
MAM
249
Mastrapasqua Asset Management
Tennessee
$2.87M -$351K -3,175 -11%
APG
250
Abacus Planning Group
South Carolina
$2.85M -$14.7K -133 -0.5%