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iShares Short Treasury Bond ETF

680 hedge funds and large institutions have $8.4B invested in iShares Short Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 215 increasing their positions, 305 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
-15
Holders Change %
-2.16%
% of All Funds
9.86%
Holding in Top 10
68
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.07%
% of All Funds
0.99%
New
72
Increased
215
Reduced
305
Closed
77
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
326
RFG Advisory
Alabama
$1.33M -$100K -905 -7%
WFC
327
Western Financial Corp
California
$1.31M +$81.6K +738 +7%
PSA
328
Plum Street Advisors
Louisiana
$1.31M +$4.98K +45 +0.4%
SCA
329
Snowden Capital Advisors
New York
$1.3M +$842K +7,614 +182%
RIA
330
Realta Investment Advisors
Delaware
$1.3M +$19.7K +178 +2%
RIA
331
Regal Investment Advisors
Michigan
$1.3M +$413K +3,740 +47%
IMA
332
Investment Management Associates
Colorado
$1.29M +$1.29M +11,692 New
CSPIA
333
Cary Street Partners Investment Advisory
Virginia
$1.25M +$514K +4,650 +70%
FFG
334
Foundry Financial Group
New Hampshire
$1.24M +$22.6K +204 +2%
LFS
335
Leibman Financial Services
Nebraska
$1.23M -$21.2K -192 -2%
PA
336
Probity Advisors
Texas
$1.23M -$468K -4,236 -28%
SWP
337
Stratos Wealth Partners
Ohio
$1.23M -$103K -930 -8%
LHWM
338
Lake Hills Wealth Management
Texas
$1.22M -$3.01M -27,271 -71%
RCAG
339
Rehmann Capital Advisory Group
Michigan
$1.21M +$53.4K +483 +5%
PWM
340
Power Wealth Management
Georgia
$1.21M -$8.73K -79 -0.7%
Bank of New York Mellon
341
Bank of New York Mellon
New York
$1.21M +$388K +3,507 +47%
APWM
342
Argonautica Private Wealth Management
Massachusetts
$1.2M +$5.97K +54 +0.5%
Principal Financial Group
343
Principal Financial Group
Iowa
$1.2M -$1.59M -14,385 -57%
IGWM
344
ICA Group Wealth Management
Colorado
$1.18M -$1.93M -17,469 -62%
MSA
345
Marino Stram & Associates
Massachusetts
$1.18M +$113K +1,022 +11%
CIA
346
Concurrent Investment Advisors
Florida
$1.17M +$54.1K +489 +5%
Koshinski Asset Management
347
Koshinski Asset Management
Illinois
$1.15M +$320K +2,895 +38%
CIA
348
Compass Ion Advisors
Pennsylvania
$1.12M -$30.4K -275 -3%
ATPW
349
Ashton Thomas Private Wealth
Arizona
$1.11M +$247K +2,237 +29%
SAG
350
SageView Advisory Group
California
$1.1M +$1.1M +5,915 New