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iShares Short Treasury Bond ETF

673 hedge funds and large institutions have $9.5B invested in iShares Short Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 258 increasing their positions, 249 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.73%
Holding in Top 10
65
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.41%
% of All Funds
0.94%
New
75
Increased
258
Reduced
249
Closed
67
Calls
$420K
Puts
Net Calls
+$420K
Net Calls Change
+$420K
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$1.65M -$109K -983 -6%
MSA
302
Marino Stram & Associates
Massachusetts
$1.65M +$327K +2,956 +25%
TIM
303
Tortoise Investment Management
New York
$1.65M +$108K +975 +7%
CIBC World Market
304
CIBC World Market
Ontario, Canada
$1.62M -$88.9K -804 -5%
FA
305
Fermata Advisors
California
$1.62M -$171K -1,543 -10%
EIA
306
Edgemoor Investment Advisors
Maryland
$1.6M -$269K -2,430 -14%
HNB
307
Huntington National Bank
Ohio
$1.57M -$1.8M
YC
308
Yarbrough Capital
Tennessee
$1.55M
Charles Schwab
309
Charles Schwab
California
$1.55M -$59.9K -541 -4%
WCP
310
Wick Capital Partners
Pennsylvania
$1.54M -$21.6K -195 -1%
Jones Financial Companies
311
Jones Financial Companies
Missouri
$1.54M +$931K +8,412 +153%
JWCA
312
J.W. Coons Advisors
Ohio
$1.51M +$383K +3,465 +34%
LA
313
LM Advisors
California
$1.5M -$758K -6,850 -33%
AGA
314
Arkos Global Advisors
Texas
$1.5M -$25.3K -229 -2%
PWS
315
Precision Wealth Strategies
Missouri
$1.5M +$113K +1,023 +8%
RIA
316
Realta Investment Advisors
Delaware
$1.49M +$140K +1,270 +10%
FFG
317
Foundry Financial Group
New Hampshire
$1.47M +$221K +1,998 +18%
AAP
318
Arax Advisory Partners
Colorado
$1.44M -$682K -6,163 -32%
KPP
319
Kings Path Partners
Texas
$1.44M +$146K +1,316 +11%
TA
320
TruWealth Advisors
Louisiana
$1.43M +$138K +1,245 +11%
Envestnet Portfolio Solutions
321
Envestnet Portfolio Solutions
Illinois
$1.43M -$1.18M -10,699 -45%
BB
322
Burford Brothers
Texas
$1.42M +$1.42M +12,869 New
RAG
323
RIA Advisory Group
Iowa
$1.42M +$1.42M +12,817 New
CA
324
Cannon Advisors
North Carolina
$1.42M +$1.42M +12,807 New
WFC
325
Western Financial Corp
California
$1.4M +$30.4K +275 +2%