SHV icon

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 %
DADC
276
D.A. Davidson & Co
Montana
$2.12M +$2.12M +19,236 New
AGA
277
Arkos Global Advisors
Texas
$2.11M +$2.11M +19,137 New
GFS
278
GYL Financial Synergies
Connecticut
$2.09M -$25.3K -230 -1%
AL
279
Aspiriant LLC
California
$2.07M -$172K -1,562 -8%
SFS
280
Sowell Financial Services
Arkansas
$2.06M -$396K -3,595 -16%
DC
281
Davenport & Co
Virginia
$2.06M -$2.75K -25 -0.1%
FA
282
Fermata Advisors
California
$2.05M -$329K -2,983 -14%
PWS
283
Precision Wealth Strategies
Missouri
$2.03M +$97.9K +889 +5%
DI
284
DFPG Investments
Utah
$2.01M +$32.7K +297 +2%
IWA
285
Inspirion Wealth Advisors
Illinois
$2.01M
EIA
286
Edgemoor Investment Advisors
Maryland
$1.96M -$55.1K -500 -3%
Charles Schwab
287
Charles Schwab
California
$1.94M -$143K -1,299 -7%
PAG
288
Private Advisory Group
Washington
$1.92M -$120K -1,090 -6%
TIM
289
Tortoise Investment Management
New York
$1.87M +$334K +3,031 +22%
BB
290
Burford Brothers
Texas
$1.87M +$1.87M +16,998 New
CGA
291
Crescent Grove Advisors
Illinois
$1.87M -$625K -5,676 -25%
MFG
292
Merit Financial Group
Georgia
$1.86M +$1.86M +16,866 New
AWA
293
Arkadios Wealth Advisors
Georgia
$1.83M +$1.09M +9,933 +149%
WT
294
Whittier Trust
California
$1.82M +$1.72M +15,592 +1,717%
EWM
295
Edge Wealth Management
New York
$1.81M -$1.57M -14,295 -46%
MYIA
296
Mount Yale Investment Advisors
Colorado
$1.76M -$162K -1,471 -8%
PA
297
Perennial Advisors
New York
$1.73M +$1.73M +15,692 New
EFG
298
Ehrlich Financial Group
California
$1.72M +$1.72M +15,661 New
IIA
299
IPG Investment Advisors
California
$1.71M -$118K -1,070 -6%
PA
300
Probity Advisors
Texas
$1.69M -$83.5K -758 -5%