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iShares Short Treasury Bond ETF

715 hedge funds and large institutions have $9.46B invested in iShares Short Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 249 increasing their positions, 267 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
+42
Holders Change %
+6.24%
% of All Funds
9.52%
Holding in Top 10
66
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.54%
% of All Funds
0.88%
New
111
Increased
249
Reduced
267
Closed
54
Calls
$220K
Puts
Net Calls
+$220K
Net Calls Change
-$200K
Name Holding Trade Value Shares
Change
Shares
Change %
FFG
301
Foundry Financial Group
New Hampshire
$1.89M +$433K +3,933 +30%
JWCA
302
J.W. Cole Advisors
Florida
$1.88M -$3.34M -30,319 -64%
LA
303
Latitude Advisors
Florida
$1.87M +$1.87M +17,023 New
AG
304
Ascent Group
Virginia
$1.87M +$222K +2,015 +13%
IAS
305
IMA Advisory Services
Colorado
$1.85M +$1.85M +16,819 New
Baird Financial Group
306
Baird Financial Group
Wisconsin
$1.83M -$375K -3,410 -17%
PWM
307
Perigon Wealth Management
California
$1.83M -$585K -5,302 -24%
Corient Private Wealth
308
Corient Private Wealth
Florida
$1.79M -$1.78M -130,237 -50%
AAS
309
Ameritas Advisory Services
Nebraska
$1.79M -$348K -3,156 -16%
LCC
310
Lincoln Capital Corp
Rhode Island
$1.75M +$30.7K +279 +2%
SWA
311
Stratos Wealth Advisors
Ohio
$1.75M -$1.59M -14,465 -48%
GA
312
Greenspring Advisors
Maryland
$1.74M +$40.5K +368 +2%
WCWM
313
Wooster Corthell Wealth Management
Connecticut
$1.74M +$48K +436 +3%
JWCA
314
J.W. Coons Advisors
Ohio
$1.73M +$229K +2,080 +15%
BPC
315
Bearing Point Capital
Minnesota
$1.73M +$1.73M +15,725 New
RIA
316
Realta Investment Advisors
Delaware
$1.71M +$218K +1,981 +15%
Principal Financial Group
317
Principal Financial Group
Iowa
$1.65M +$619K +5,625 +60%
IIA
318
IPG Investment Advisors
California
$1.64M -$39.1K -355 -2%
BB
319
Berkshire Bank
Massachusetts
$1.63M +$1.23M +11,167 +307%
IPW
320
Impact Partnership Wealth
Georgia
$1.63M -$93.4K -848 -5%
IMA
321
Investment Management Associates
Colorado
$1.63M -$705K -6,399 -30%
4WM
322
49 Wealth Management
Texas
$1.62M -$917K -8,332 -36%
CL
323
Choreo LLC
Illinois
$1.6M -$60.7K -551 -4%
KIM
324
Karpus Investment Management
New York
$1.6M -$1.26M -11,450 -44%
EIA
325
Edgemoor Investment Advisors
Maryland
$1.57M -$22K -200 -1%