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iShares Short Treasury Bond ETF

648 hedge funds and large institutions have $10.3B invested in iShares Short Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 243 increasing their positions, 256 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+14
Holders Change %
+2.21%
% of All Funds
10.33%
Holding in Top 10
96
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.03%
% of All Funds
1.53%
New
75
Increased
243
Reduced
256
Closed
54
Calls
$276K
Puts
Net Calls
+$276K
Net Calls Change
+$7.21M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
301
Probity Advisors
Texas
$1.78M -$102K -920 -5%
HWP
302
Heritage Wealth Partners
Ohio
$1.72M -$666K -6,031 -28%
DWM
303
Destination Wealth Management
California
$1.72M -$44K -398 -2%
BCI
304
Brinker Capital Investments
Pennsylvania
$1.65M +$857K +7,761 +108%
OPS
305
Orion Portfolio Solutions
Nebraska
$1.65M +$857K +7,761 +108%
RIA
306
Realta Investment Advisors
Delaware
$1.63M
FAM
307
Frontier Asset Management
Wyoming
$1.61M +$1.29M +11,704 +408%
FHC
308
First Heartland Consultants
Missouri
$1.58M +$50.6K +458 +3%
YC
309
Yarbrough Capital
Tennessee
$1.55M +$555K +5,020 +56%
TIM
310
Tortoise Investment Management
New York
$1.54M +$1.14M +10,305 +281%
PFG
311
Pacific Financial Group
Washington
$1.54M -$3.73M -33,761 -71%
AG
312
Ascent Group
Virginia
$1.52M +$304K +2,761 +25%
PP
313
Pacifica Partners
Canada
$1.51M +$302K +2,743 +25%
SA
314
Sicart Associates
New York
$1.5M -$298K -2,700 -17%
FA
315
Fiduciary Alliance
South Carolina
$1.5M -$389K -3,523 -21%
CWM
316
Cherrydale Wealth Management
New Jersey
$1.49M +$1.49M +13,525 New
KIM
317
Karpus Investment Management
New York
$1.49M +$1.49M +13,500 New
WFC
318
Western Financial Corp
California
$1.49M -$49.9K -452 -3%
FIM
319
Freedom Investment Management
Connecticut
$1.47M -$355K -3,218 -19%
PFA
320
Pathway Financial Advisors
Vermont
$1.46M
GWM
321
Geneos Wealth Management
Colorado
$1.45M +$250K +2,264 +21%
ASFA
322
All Season Financial Advisors
Colorado
$1.45M +$247K +2,234 +21%
LNWTC
323
Laird Norton Wetherby Trust Company
Washington
$1.43M +$49.9K +452 +4%
Baird Financial Group
324
Baird Financial Group
Wisconsin
$1.42M +$576K +5,214 +68%
SL
325
SWMG LLC
Texas
$1.41M -$18M -162,935 -93%