SHV icon

iShares Short Treasury Bond ETF

452 hedge funds and large institutions have $7.71B invested in iShares Short Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 114 increasing their positions, 188 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+14
Holders Change %
+3.2%
% of All Funds
8.02%
Holding in Top 10
34
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-30.61%
% of All Funds
0.6%
New
83
Increased
114
Reduced
188
Closed
63
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PP
326
Professional Planning
California
$330K +$330K +2,983 New
SIM
327
Stratos Investment Management
Ohio
$327K +$996 +9 +0.3%
Baird Financial Group
328
Baird Financial Group
Wisconsin
$326K -$173K -1,566 -35%
PWM
329
Perigon Wealth Management
California
$324K -$25.5K -231 -7%
RIA
330
Regal Investment Advisors
Michigan
$324K +$324K +2,935 New
CAMG
331
CWA Asset Management Group
Florida
$319K -$49.7K -450 -13%
SG
332
StoneX Group
New York
$317K
CWA
333
Clearview Wealth Advisors
Oregon
$316K +$316K +2,855 New
WAOTB
334
Wealth Advisors of Tampa Bay
Florida
$312K -$340K -3,077 -52%
BPB
335
Badgley, Phelps & Bell
Washington
$311K +$311K +2,815 New
BTWM
336
Baker Tilly Wealth Management
Wisconsin
$310K +$310K +2,809 New
WMA
337
Wealth Management Associates
New Jersey
$309K
MWM
338
Mattern Wealth Management
Kansas
$309K -$82.8K -750 -21%
CSPIA
339
Cary Street Partners Investment Advisory
Virginia
$304K -$75K -679 -20%
OWA
340
Outlook Wealth Advisors
Texas
$302K -$4.42K -40 -1%
CFB
341
Cullen/Frost Bankers
Texas
$300K +$300K +2,714 New
CFD
342
Creative Financial Designs
Indiana
$299K +$442 +4 +0.1%
CRWM
343
Castle Rock Wealth Management
California
$298K +$221 +2 +0.1%
WAP
344
Wealthcare Advisory Partners
Pennsylvania
$296K +$296K +2,680 New
PCP
345
Proficio Capital Partners
Massachusetts
$295K
EWM
346
Executive Wealth Management
Michigan
$294K -$4.38M -39,584 -94%
NHC
347
Nicholas Hoffman & Company
Georgia
$294K -$150K -1,357 -34%
BCI
348
Brinker Capital Investments
Pennsylvania
$294K
SI
349
Stephens Inc
Arkansas
$292K +$292K +2,638 New
EWMCB
350
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$292K +$292K +2,643 New