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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 %
PFP
301
Pinnacle Financial Partners
Tennessee
$1.76M +$17.6K +159 +1%
MYIA
302
Mount Yale Investment Advisors
Colorado
$1.73M +$1.73M +15,695 New
GAM
303
Gould Asset Management
California
$1.73M -$98.2K -889 -5%
DWM
304
Destination Wealth Management
California
$1.7M +$250K +2,263 +17%
Citadel Advisors
305
Citadel Advisors
Florida
$1.64M +$1.64M +14,866 New
GFA
306
Gallagher Fiduciary Advisors
Illinois
$1.63M +$1.63M +14,760 New
Wealth Enhancement Advisory Services
307
Wealth Enhancement Advisory Services
Minnesota
$1.61M +$48K +434 +3%
HW
308
Hamilton Wealth
California
$1.58M +$1.58M +14,255 New
WFC
309
Western Financial Corp
California
$1.56M +$1.56M +14,155 New
KWM
310
Keebeck Wealth Management
Illinois
$1.56M -$22.1K -200 -1%
State Street
311
State Street
Massachusetts
$1.55M +$804K +7,273 +108%
DI
312
Disciplined Investments
Oklahoma
$1.54M
GC
313
Grimes & Company
Massachusetts
$1.52M -$344M -3,111,870 -100%
EAMA
314
EFG Asset Management (Americas)
Florida
$1.49M -$1.15M -10,386 -44%
PPP
315
Private Portfolio Partners
New Jersey
$1.46M -$169K -1,528 -10%
PFA
316
Pathway Financial Advisors
Vermont
$1.46M -$220K -1,990 -13%
MWM
317
Mission Wealth Management
California
$1.44M +$571K +5,168 +66%
SAM
318
Strategy Asset Managers
California
$1.4M -$331 -3 -0%
PFS
319
Prospera Financial Services
Texas
$1.38M +$537K +4,863 +64%
CAS
320
Coppell Advisory Solutions
Texas
$1.37M +$1.25M +11,329 +1,027%
CASC
321
Coppell Advisory Solutions Corp
Texas
$1.37M +$1.25M +11,329 +1,027%
FEM
322
Fulcrum Equity Management
Texas
$1.33M -$108K -980 -8%
FA
323
Forefront Analytics
Pennsylvania
$1.33M +$671K +6,074 +102%
ARC
324
Advisor Resource Council
Texas
$1.31M +$1.31M +11,904 New
FA
325
Flagstar Advisors
New York
$1.3M +$4.2K +38 +0.3%