SHV icon

iShares Short Treasury Bond ETF

452 hedge funds and large institutions have $7.71B invested in iShares Short Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 114 increasing their positions, 188 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+14
Holders Change %
+3.2%
% of All Funds
8.02%
Holding in Top 10
34
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-30.61%
% of All Funds
0.6%
New
83
Increased
114
Reduced
188
Closed
63
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
301
Allred Capital Management
Texas
$461K +$331 +3 +0.1%
WCM
302
Wealthcare Capital Management
Virginia
$458K
GWM
303
Geneos Wealth Management
Colorado
$455K -$690K -8,320 -60%
OCM
304
Orser Capital Management
Texas
$455K -$129K -1,170 -22%
RCA
305
Rowland Carmichael Advisors
Arizona
$455K +$133K +1,199 +41%
FMC
306
Financial Management Concepts
Florida
$449K +$449K +4,062 New
SW
307
SVB Wealth
Massachusetts
$445K +$445K +4,027 New
FA
308
Fortis Advisors
Pennsylvania
$432K +$664 +6 +0.2%
IAA
309
Independent Advisor Alliance
North Carolina
$431K -$129K -1,163 -23%
IAN
310
Integrated Advisors Network
Texas
$431K
SFP
311
Strategic Financial Partners
Oregon
$405K +$22.6K +205 +6%
GWAM
312
Guardian Wealth Advisors (Minnesota)
Minnesota
$402K +$402K +3,636 New
KNW
313
Kesler Norman & Wride
Utah
$402K +$402K +3,638 New
IWC
314
Integrated Wealth Concepts
Massachusetts
$401K -$2.15M -19,466 -84%
CAPTRUST Financial Advisors
315
CAPTRUST Financial Advisors
North Carolina
$400K +$42.1K +381 +12%
RIA
316
Realta Investment Advisors
Delaware
$388K +$388K +3,514 New
CCG
317
Ceeto Capital Group
Florida
$387K
Barclays
318
Barclays
United Kingdom
$384K +$384K +3,476 New
BRWA
319
B. Riley Wealth Advisors
Florida
$372K -$1.3M -11,755 -78%
FPS
320
Fieldpoint Private Securities
Connecticut
$365K -$6.41K -58 -2%
PFG
321
Pacific Financial Group
Washington
$360K -$24.7K -224 -6%
FMP
322
Financial Management Professionals
Texas
$356K
MC
323
Moors & Cabot
Massachusetts
$347K +$222 +2 +0.1%
AIM
324
Anchor Investment Management
South Carolina
$342K
DZ Bank
325
DZ Bank
Germany
$337K +$283K +2,573 +525%