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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 %
TGAM
251
TBH Global Asset Management
Tennessee
$2.83M +$1.81M +16,391 +178%
CCMG
252
Clark Capital Management Group
Pennsylvania
$2.77M +$1.96M +17,765 +243%
BA
253
Bridge Advisory
California
$2.77M +$123K +1,112 +5%
SAM
254
Selway Asset Management
$2.76M +$2.76M +25,000 New
CA
255
CapWealth Advisors
Tennessee
$2.71M -$503K -4,554 -16%
Kovitz Investment Group Partners
256
Kovitz Investment Group Partners
Illinois
$2.7M -$226K -2,048 -8%
National Bank of Canada
257
National Bank of Canada
Quebec, Canada
$2.69M +$54.9K +431 +2%
VC
258
Veracity Capital
Georgia
$2.69M +$216K +1,959 +9%
MA
259
MBA Advisors
Pennsylvania
$2.62M -$2.56M -23,140 -49%
SCA
260
Sandy Cove Advisors
Massachusetts
$2.61M -$508K -4,594 -16%
FAIM
261
Financial Advocates Investment Management
Washington
$2.53M +$1.28M +11,579 +102%
KeyBank National Association
262
KeyBank National Association
Ohio
$2.46M +$210K +1,904 +9%
PCH
263
PGIM Custom Harvest
New Jersey
$2.43M +$2.43M +22,015 New
CFGS
264
Concourse Financial Group Securities
Alabama
$2.43M -$298K -2,694 -11%
CWM
265
Calamos Wealth Management
Illinois
$2.39M -$12.4M -112,524 -84%
CL
266
Choreo LLC
Illinois
$2.35M +$2.35M +21,305 New
ACA
267
Aptus Capital Advisors
Alabama
$2.35M +$2.19M +19,795 +1,373%
OPS
268
Orion Portfolio Solutions
Nebraska
$2.33M -$2.94M -5,370 -56%
BCI
269
Brinker Capital Investments
Pennsylvania
$2.33M +$1.04M +1,907 +81%
TAIM
270
TD Ameritrade Investment Management
Nebraska
$2.31M +$20.3K +184 +0.9%
DWM
271
Drive Wealth Management
Utah
$2.29M +$2.29M +20,753 New
WS
272
Wedbush Securities
California
$2.29M +$435K +3,939 +24%
IIA
273
IPG Investment Advisors
California
$2.28M -$1M -9,050 -31%
Brown Advisory
274
Brown Advisory
Maryland
$2.27M +$2.27M +20,560 New
SI
275
Stephens Inc
Arkansas
$2.27M +$1.8M +16,254 +380%