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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 %
MCC
276
Money Concepts Capital
Florida
$2.26M +$1.28M +181,731 +131%
VWM
277
Venturi Wealth Management
Texas
$2.23M +$5.08K +46 +0.2%
NA
278
NewEdge Advisors
Louisiana
$2.2M +$53.8K +487 +3%
IFWM
279
Institute for Wealth Management
Colorado
$2.18M -$3.2K -29 -0.1%
FA
280
Fermata Advisors
California
$2.17M -$327K -2,909 -13%
EGA
281
Eagle Global Advisors
Texas
$2.14M +$49.7K +450 +2%
GFS
282
GYL Financial Synergies
Connecticut
$2.12M -$99.5K -900 -4%
EIA
283
Edgemoor Investment Advisors
Maryland
$2.11M +$38.1K +345 +2%
DC
284
Davenport & Co
Virginia
$2.09M -$252K -2,284 -11%
AL
285
Aspiriant LLC
California
$2.03M +$100K +908 +5%
FFM
286
Forum Financial Management
Illinois
$2.01M +$2.01M +18,219 New
IWA
287
Inspirion Wealth Advisors
Illinois
$2.01M
LA
288
Latitude Advisors
Florida
$1.94M +$1.94M +17,581 New
PAG
289
Private Advisory Group
Washington
$1.94M +$237K +2,147 +14%
AssetMark Inc
290
AssetMark Inc
California
$1.93M -$58.5K -529 -3%
LNWTC
291
Laird Norton Wetherby Trust Company
Washington
$1.93M +$1.93M +17,464 New
LNWWM
292
Laird Norton Wetherby Wealth Management
California
$1.92M
FCH
293
Freestone Capital Holdings
Washington
$1.89M -$348M -3,150,999 -99%
FA
294
Fiduciary Alliance
South Carolina
$1.85M -$244K -2,204 -12%
RFN
295
RDA Financial Network
Iowa
$1.82M +$1.82M +16,509 New
SA
296
Sicart Associates
New York
$1.82M -$133K -1,200 -7%
PCMC
297
Private Capital Management (Colorado)
Colorado
$1.81M -$403K -3,645 -18%
OFA
298
Oak Family Advisors
Illinois
$1.78M -$1.38M -12,509 -44%
RIA
299
Realta Investment Advisors
Delaware
$1.76M +$1.34M +12,090 +312%
FIM
300
Freedom Investment Management
Connecticut
$1.76M +$353K +3,192 +25%