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iShares Short Treasury Bond ETF

595 hedge funds and large institutions have $15.4B invested in iShares Short Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 211 increasing their positions, 205 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+44
Holders Change %
+7.99%
% of All Funds
9.6%
Holding in Top 10
85
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.59%
% of All Funds
1.37%
New
132
Increased
211
Reduced
205
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AG
326
Ascent Group
Virginia
$1.08M +$114K +1,034 +12%
FWM
327
Forza Wealth Management
Florida
$1.07M +$1.07M +9,702 New
RF
328
Resolute Financial
Massachusetts
$1.06M +$8.02K +73 +0.8%
OPS
329
Orion Portfolio Solutions
Nebraska
$1.06M -$2.28M -20,742 -68%
FAG
330
Fortitude Advisory Group
Washington
$1.04M -$166K -1,510 -14%
CFP
331
Catalyst Financial Partners
Massachusetts
$1.03M +$1.03M +9,368 New
SL
332
Salomon & Ludwin
Virginia
$1.03M +$237K +2,156 +30%
Baird Financial Group
333
Baird Financial Group
Wisconsin
$1.03M -$54.3K -494 -5%
TGAM
334
TBH Global Asset Management
Tennessee
$1.01M +$749K +6,816 +282%
JWCA
335
J.W. Coons Advisors
Ohio
$1.01M +$12.1K +110 +1%
CA
336
Clearstead Advisors
Ohio
$1M +$1M +9,126 New
FNBOSM
337
First National Bank of South Miami
Florida
$992K -$82.8K -753 -8%
SWP
338
Stratos Wealth Partners
Ohio
$986K -$1.7M -15,480 -63%
MWM
339
Mascoma Wealth Management
New Hampshire
$985K +$469K +4,265 +91%
CRC
340
Curi RMB Capital
Illinois
$972K -$424K -3,860 -30%
IFS
341
Ifrah Financial Services
Arkansas
$945K +$945K +8,599 New
GG
342
Gofen & Glossberg
Illinois
$943K -$116K -1,051 -11%
1IA
343
1834 Investment Advisors
Wisconsin
$929K +$407K +3,699 +78%
CAL
344
Capital Advisors Ltd
Ohio
$889K +$880K +8,004 +9,643%
FA
345
Fortis Advisors
Pennsylvania
$884K +$453K +4,117 +105%
FIM
346
Fernwood Investment Management
Massachusetts
$868K -$11K -100 -1%
CIG
347
Cairn Investment Group
Washington
$867K -$88K -800 -9%
JCM
348
Jacobi Capital Management
Pennsylvania
$864K +$56.5K +514 +7%
MWM
349
Mission Wealth Management
California
$862K +$862K +7,843 New
PNC Financial Services Group
350
PNC Financial Services Group
Pennsylvania
$862K +$19.9K +181 +2%