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iShares Short Treasury Bond ETF

695 hedge funds and large institutions have $9.91B invested in iShares Short Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 230 increasing their positions, 280 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+47
Holders Change %
+7.25%
% of All Funds
10.19%
Holding in Top 10
83
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-13.54%
% of All Funds
1.22%
New
120
Increased
230
Reduced
280
Closed
64
Calls
$3.32M
Puts
Net Calls
+$3.32M
Net Calls Change
+$3.04M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
326
Flagstar Advisors
New York
$1.4M +$185K +1,680 +15%
SL
327
Salomon & Ludwin
Virginia
$1.4M
PNC Financial Services Group
328
PNC Financial Services Group
Pennsylvania
$1.36M +$73.8K +670 +6%
SAM
329
Strategy Asset Managers
California
$1.35M +$13.4K +122 +1%
FA
330
Forefront Analytics
Pennsylvania
$1.35M +$11.6K +105 +0.9%
CW
331
Connectus Wealth
Ohio
$1.35M +$496K +4,500 +58%
CCA
332
Cobblestone Capital Advisors
New York
$1.34M +$1.34M +12,155 New
SAS
333
Sage Advisory Services
Texas
$1.33M
PFA
334
Pathway Financial Advisors
Vermont
$1.33M -$125K -1,133 -9%
SWP
335
Stratos Wealth Partners
Ohio
$1.32M +$364K +3,309 +38%
ECA
336
Elevated Capital Advisors
Utah
$1.32M +$196K +1,778 +17%
IWP
337
Innova Wealth Partners
Pennsylvania
$1.32M +$8.04K +73 +0.6%
IP
338
Investment Partners
Ohio
$1.31M +$49.9K +453 +4%
OFA
339
Oak Family Advisors
Illinois
$1.3M +$318K +2,888 +32%
PSA
340
Plum Street Advisors
Louisiana
$1.3M +$1.3M +11,773 New
AO
341
Advisor OS
Illinois
$1.29M +$85.5K +776 +7%
RIA
342
Realta Investment Advisors
Delaware
$1.28M -$350K -3,175 -22%
MAM
343
Madison Asset Management
Wisconsin
$1.25M -$1.31M -11,901 -51%
CAPTRUST Financial Advisors
344
CAPTRUST Financial Advisors
North Carolina
$1.25M -$2.58M -23,438 -67%
LFS
345
Leibman Financial Services
Nebraska
$1.25M +$1.25M +11,326 New
VAG
346
VisionPoint Advisory Group
Texas
$1.23M +$372K +3,374 +43%
BEAM
347
Baker Ellis Asset Management
Washington
$1.23M -$54K -490 -4%
FIM
348
Freedom Investment Management
Connecticut
$1.23M -$235K -2,136 -16%
WFC
349
Western Financial Corp
California
$1.22M -$261K -2,367 -18%
AC
350
Avestar Capital
New York
$1.22M +$147K +1,337 +14%