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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 %
GVAG
251
Great Valley Advisor Group
Delaware
$2.46M -$1.35M -12,221 -35%
FCA
252
FLC Capital Advisors
California
$2.45M -$394K -3,561 -14%
AWM
253
Atticus Wealth Management
Florida
$2.44M -$8.3M -74,986 -77%
PFS
254
Prospera Financial Services
Texas
$2.43M +$1.19M +10,778 +97%
PWM
255
Perigon Wealth Management
California
$2.42M +$27.7K +250 +1%
CFO
256
CVA Family Office
Colorado
$2.39M +$301K +2,725 +14%
IMA
257
Investment Management Associates
Colorado
$2.34M +$977K +8,827 +71%
BCI
258
Brinker Capital Investments
Pennsylvania
$2.29M +$575K +5,201 +34%
OPS
259
Orion Portfolio Solutions
Nebraska
$2.29M +$575K +5,201 +34%
OAS
260
Optivise Advisory Services
Tennessee
$2.27M +$44.9K +406 +2%
MMA
261
Miracle Mile Advisors
California
$2.27M -$509K -4,603 -18%
Brown Advisory
262
Brown Advisory
Maryland
$2.25M -$73.8K -667 -3%
CCFM
263
Clear Creek Financial Management
Washington
$2.22M +$342K +3,095 +18%
DC
264
Davenport & Co
Virginia
$2.22M +$240K +2,168 +12%
Baird Financial Group
265
Baird Financial Group
Wisconsin
$2.22M -$4.47M -40,444 -67%
VWM
266
Venturi Wealth Management
Texas
$2.21M
BCM
267
Brookstone Capital Management
Illinois
$2.2M +$294K +2,654 +15%
EFG
268
Ehrlich Financial Group
California
$2.19M -$1.9M -17,142 -46%
AFP
269
Alpha Financial Partners
Kentucky
$2.19M +$2.19M +19,817 New
KWM
270
Keebeck Wealth Management
Illinois
$2.16M -$777K -7,025 -26%
AAS
271
Ameritas Advisory Services
Nebraska
$2.14M +$1.62M +14,618 +307%
AL
272
Aspiriant LLC
California
$2.13M +$50.1K +453 +2%
GFS
273
GYL Financial Synergies
Connecticut
$2.13M
APG
274
Abacus Planning Group
South Carolina
$2.13M +$221 +2 +0%
ISWM
275
Independent Solutions Wealth Management
New York
$2.1M +$1.11M +10,059 +113%