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iShares Short Treasury Bond ETF

672 hedge funds and large institutions have $9.33B invested in iShares Short Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 244 increasing their positions, 254 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-8
Holders Change %
-1.18%
% of All Funds
9.77%
Holding in Top 10
68
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.99%
New
70
Increased
244
Reduced
254
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NWM
251
Napa Wealth Management
California
$2.56M +$1.04M +9,381 +68%
KIM
252
Karpus Investment Management
New York
$2.54M
CF
253
Clarity Financial
Texas
$2.54M +$150K +1,355 +6%
SF
254
Summit Financial
New Jersey
$2.43M -$1.03M -9,352 -30%
1IA
255
1834 Investment Advisors
Wisconsin
$2.42M -$1.81M -16,365 -43%
FLPIM
256
F.L. Putnam Investment Management
Massachusetts
$2.42M -$301K -2,722 -11%
AFG
257
Atomi Financial Group
New York
$2.39M +$1.49M +13,523 +167%
PWM
258
Perigon Wealth Management
California
$2.39M +$600K +5,430 +34%
JFL
259
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.34M -$16.2M -146,424 -87%
Brown Advisory
260
Brown Advisory
Maryland
$2.32M -$34.6K -313 -1%
DL
261
DOHJ LLC
Washington
$2.32M +$1.31M +11,843 +130%
KeyBank National Association
262
KeyBank National Association
Ohio
$2.31M -$68.1K -616 -3%
MPPLM
263
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.26M -$357K -3,235 -14%
LA
264
LM Advisors
California
$2.26M -$67.4K -610 -3%
GLA
265
Good Life Advisors
Pennsylvania
$2.25M +$46.2K +418 +2%
OFA
266
Oak Family Advisors
Illinois
$2.25M -$365K -3,304 -14%
OAS
267
Optivise Advisory Services
Tennessee
$2.23M +$2.23M +20,141 New
MBT
268
Montecito Bank & Trust
California
$2.22M +$148K +1,335 +7%
VWM
269
Venturi Wealth Management
Texas
$2.21M
Principal Financial Group
270
Principal Financial Group
Iowa
$2.15M +$948K +8,575 +79%
AA
271
Advisory Alpha
Michigan
$2.14M -$638K -5,774 -23%
CSPIA
272
Cary Street Partners Investment Advisory
Virginia
$2.13M +$886K +8,018 +71%
GFS
273
GYL Financial Synergies
Connecticut
$2.13M +$33.2K +300 +2%
APG
274
Abacus Planning Group
South Carolina
$2.12M -$38.8K -351 -2%
AAP
275
Arax Advisory Partners
Colorado
$2.12M -$293K -2,649 -12%