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iShares Short Treasury Bond ETF

695 hedge funds and large institutions have $9.91B invested in iShares Short Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 230 increasing their positions, 280 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+47
Holders Change %
+7.25%
% of All Funds
10.19%
Holding in Top 10
83
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-13.54%
% of All Funds
1.22%
New
120
Increased
230
Reduced
280
Closed
64
Calls
$3.32M
Puts
Net Calls
+$3.32M
Net Calls Change
+$3.04M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
251
Worth Asset Management
Texas
$2.69M -$1.15M -10,399 -30%
Kovitz Investment Group Partners
252
Kovitz Investment Group Partners
Illinois
$2.68M -$13.1K -119 -0.5%
BCM
253
Brookstone Capital Management
Illinois
$2.67M -$9.75M -88,558 -79%
PFP
254
Pinnacle Financial Partners
Tennessee
$2.66M +$452K +4,100 +20%
GAM
255
Gould Asset Management
California
$2.63M -$267K -2,426 -9%
ERIC
256
Eagle Rock Investment Company
Georgia
$2.62M +$1.43M +13,000 +120%
TC
257
TAP Consulting
Missouri
$2.62M +$2.64K +24 +0.1%
AAP
258
Arax Advisory Partners
Colorado
$2.6M -$275K -2,501 -10%
KV
259
Kickstand Ventures
New York
$2.58M +$2.58M +23,430 New
AAS
260
Ameritas Advisory Services
Nebraska
$2.45M -$1.62M -14,708 -40%
SC
261
Scotia Capital
Ontario, Canada
$2.43M -$818K -7,428 -25%
Envestnet Portfolio Solutions
262
Envestnet Portfolio Solutions
Illinois
$2.42M -$220K -1,996 -8%
AWAG
263
ARS Wealth Advisors Group
Florida
$2.42M -$82.9K -753 -3%
CF
264
Clarity Financial
Texas
$2.38M -$108K -985 -4%
EGA
265
Eagle Global Advisors
Texas
$2.37M +$260K +2,360 +12%
KeyBank National Association
266
KeyBank National Association
Ohio
$2.35M -$28.5K -259 -1%
LA
267
LM Advisors
California
$2.33M +$2.33M +21,149 New
Brown Advisory
268
Brown Advisory
Maryland
$2.32M +$4.96K +45 +0.2%
Thrivent Financial for Lutherans
269
Thrivent Financial for Lutherans
Minnesota
$2.26M +$319K +2,900 +16%
National Bank of Canada
270
National Bank of Canada
Quebec, Canada
$2.26M -$1.07M -9,670 -32%
VWM
271
Venturi Wealth Management
Texas
$2.21M +$330 +3 +0%
KWM
272
Keebeck Wealth Management
Illinois
$2.21M -$193K -1,755 -8%
GLA
273
Good Life Advisors
Pennsylvania
$2.17M -$63.9K -580 -3%
APG
274
Abacus Planning Group
South Carolina
$2.16M -$640K -5,809 -23%
TWM
275
TSA Wealth Management
Texas
$2.13M +$2.13M +19,386 New