SHV icon

iShares Short Treasury Bond ETF

680 hedge funds and large institutions have $8.4B invested in iShares Short Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 215 increasing their positions, 305 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
-15
Holders Change %
-2.16%
% of All Funds
9.86%
Holding in Top 10
68
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.07%
% of All Funds
0.99%
New
72
Increased
215
Reduced
305
Closed
77
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AG
301
Ascent Group
Virginia
$1.61M +$19K +172 +1%
S
302
Sunpointe
Missouri
$1.61M
EC
303
Estate Counselors
Wisconsin
$1.58M -$19.6M -177,244 -93%
EWM
304
Edge Wealth Management
New York
$1.58M -$242K -2,189 -13%
FA
305
Forefront Analytics
Pennsylvania
$1.56M +$206K +1,868 +15%
DWG
306
Darden Wealth Group
Michigan
$1.55M +$130K +1,178 +9%
YC
307
Yarbrough Capital
Tennessee
$1.55M
NWM
308
Napa Wealth Management
California
$1.53M +$833K +7,540 +120%
PTC
309
Private Trust Company
Ohio
$1.52M +$1.1M +9,921 +258%
MMA
310
Miracle Mile Advisors
California
$1.5M -$7.01M -63,406 -82%
IIA
311
IPG Investment Advisors
California
$1.48M -$241K -2,179 -14%
SFS
312
Sowell Financial Services
Arkansas
$1.47M -$600K -5,431 -29%
SL
313
Salomon & Ludwin
Virginia
$1.46M +$63.5K +574 +5%
CGA
314
Crescent Grove Advisors
Illinois
$1.44M -$436K -3,943 -23%
TCG
315
Transcendent Capital Group
Oklahoma
$1.44M -$1.81M -16,416 -56%
AWA
316
Arkadios Wealth Advisors
Georgia
$1.44M -$401K -3,625 -22%
HWP
317
Heritage Wealth Partners
Ohio
$1.42M
RI
318
Rinkey Investments
California
$1.42M +$11.8K +107 +0.8%
BL
319
BFSG LLC
California
$1.42M +$486K +4,399 +52%
RPGK
320
Retirement Planning Group (Kansas)
Kansas
$1.41M -$1.66K -15 -0.1%
SA
321
Sicart Associates
New York
$1.39M -$111K -1,000 -7%
DWM
322
Destination Wealth Management
California
$1.37M -$304K -2,749 -18%
SAS
323
Sage Advisory Services
Texas
$1.34M
PFA
324
Pathway Financial Advisors
Vermont
$1.33M
CI
325
CPR Investments
Michigan
$1.33M +$1.33M +12,023 New