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iShares Short Treasury Bond ETF

673 hedge funds and large institutions have $9.5B invested in iShares Short Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 258 increasing their positions, 249 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.74%
Holding in Top 10
65
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.41%
% of All Funds
0.94%
New
75
Increased
258
Reduced
249
Closed
67
Calls
$420K
Puts
Net Calls
+$420K
Net Calls Change
+$420K
Name Holding Trade Value Shares
Change
Shares
Change %
PFP
226
Pinnacle Financial Partners
Tennessee
$3.03M -$169K -1,525 -5%
SLWA
227
San Luis Wealth Advisors
California
$2.98M -$2.1M -19,011 -41%
SFP
228
Shepherd Financial Partners
Massachusetts
$2.94M -$579K -5,233 -16%
RCG
229
Rock Creek Group
District of Columbia
$2.93M
EGA
230
Eagle Global Advisors
Texas
$2.92M +$131K +1,185 +5%
IFWM
231
Institute for Wealth Management
Colorado
$2.91M +$175K +1,582 +6%
AF
232
Allworth Financial
California
$2.9M -$142K -1,282 -5%
CAS
233
Coppell Advisory Solutions
Texas
$2.89M -$588K -5,311 -17%
KIM
234
Karpus Investment Management
New York
$2.87M +$326K +2,950 +13%
PPWP
235
Premier Path Wealth Partners
New Jersey
$2.87M +$235K +2,120 +9%
MAM
236
Milestone Asset Management
Pennsylvania
$2.84M +$239K +2,160 +9%
BW
237
Bison Wealth
Georgia
$2.79M -$29.2K -264 -1%
FFM
238
Forum Financial Management
Illinois
$2.78M -$1.9M -17,191 -41%
BL
239
BFSG LLC
California
$2.71M +$1.18M +10,630 +77%
AWM
240
Axxcess Wealth Management
California
$2.66M -$1.49M -13,451 -36%
ERIC
241
Eagle Rock Investment Company
Georgia
$2.64M
CSPIA
242
Cary Street Partners Investment Advisory
Virginia
$2.61M +$476K +4,299 +22%
IWN
243
Independent Wealth Network
Iowa
$2.61M +$2.61M +23,574 New
MPPLM
244
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.57M +$311K +2,808 +14%
4WM
245
49 Wealth Management
Texas
$2.55M -$3.07M -27,789 -55%
CF
246
Clarity Financial
Texas
$2.54M
OFA
247
Oak Family Advisors
Illinois
$2.5M +$244K +2,208 +11%
PS
248
Principal Securities
Iowa
$2.48M -$2.06M -18,648 -45%
CWP
249
Core Wealth Partners
California
$2.47M -$335K -3,024 -12%
AFG
250
Atomi Financial Group
New York
$2.46M +$64.5K +583 +3%