SHV icon

iShares Short Treasury Bond ETF

648 hedge funds and large institutions have $10.3B invested in iShares Short Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 243 increasing their positions, 256 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+14
Holders Change %
+2.21%
% of All Funds
10.33%
Holding in Top 10
96
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.03%
% of All Funds
1.53%
New
75
Increased
243
Reduced
256
Closed
54
Calls
$276K
Puts
Net Calls
+$276K
Net Calls Change
+$7.21M
Name Holding Trade Value Shares
Change
Shares
Change %
Kovitz Investment Group Partners
251
Kovitz Investment Group Partners
Illinois
$2.7M +$3.76K +34 +0.1%
Envestnet Portfolio Solutions
252
Envestnet Portfolio Solutions
Illinois
$2.65M +$2.65M +23,976 New
TC
253
TAP Consulting
Missouri
$2.62M +$26.5K +240 +1%
JFG
254
Jefferies Financial Group
New York
$2.61M -$60.1K -544 -2%
MCC
255
Money Concepts Capital
Florida
$2.6M -$526K -4,763 -17%
MAM
256
Madison Asset Management
Wisconsin
$2.57M -$905K -8,195 -26%
AWAG
257
ARS Wealth Advisors Group
Florida
$2.51M -$171K -1,551 -6%
IHL
258
Investment House LLC
California
$2.51M +$600K +5,428 +31%
CGA
259
Crescent Grove Advisors
Illinois
$2.5M -$3.77M -34,093 -60%
AWM
260
Axxcess Wealth Management
California
$2.5M -$3.8M -34,386 -60%
CF
261
Clarity Financial
Texas
$2.5M +$187K +1,696 +8%
MAG
262
MRA Advisory Group
New Jersey
$2.5M +$2.5M +22,599 New
Principal Financial Group
263
Principal Financial Group
Iowa
$2.49M -$2.34M -21,200 -49%
SFS
264
Sowell Financial Services
Arkansas
$2.47M -$2.77M -25,106 -53%
MAM
265
Meeder Asset Management
Ohio
$2.45M +$2.45M +22,171 New
KWM
266
Keebeck Wealth Management
Illinois
$2.41M -$594K -5,373 -20%
KeyBank National Association
267
KeyBank National Association
Ohio
$2.39M +$14.1K +128 +0.6%
FA
268
Fermata Advisors
California
$2.38M -$115K -1,037 -5%
LS
269
Liquid Strategies
Georgia
$2.36M +$2.33M +21,165 +7,375%
Brown Advisory
270
Brown Advisory
Maryland
$2.33M +$5.52K +50 +0.2%
RIA
271
Regal Investment Advisors
Michigan
$2.31M +$300K +2,717 +15%
NA
272
NewEdge Advisors
Louisiana
$2.26M -$670K -6,065 -23%
AL
273
Aspiriant LLC
California
$2.25M +$68.3K +618 +3%
GLA
274
Good Life Advisors
Pennsylvania
$2.24M +$299K +2,703 +15%
PFP
275
Pinnacle Financial Partners
Tennessee
$2.22M +$641K +5,802 +41%