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iShares Short Treasury Bond ETF

612 hedge funds and large institutions have $14.2B invested in iShares Short Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 243 increasing their positions, 205 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
+17
Holders Change %
+2.86%
% of All Funds
9.8%
Holding in Top 10
96
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+12.94%
% of All Funds
1.54%
New
101
Increased
243
Reduced
205
Closed
68
Calls
Puts
$6.38M
Net Calls
-$6.38M
Net Calls Change
-$6.38M
Name Holding Trade Value Shares
Change
Shares
Change %
WAP
351
Wealthcare Advisory Partners
Pennsylvania
$995K +$326K +2,946 +49%
JWCA
352
J.W. Coons Advisors
Ohio
$992K -$27.6K -250 -3%
Lazard Asset Management
353
Lazard Asset Management
New York
$979K -$739K
FNBOSM
354
First National Bank of South Miami
Florida
$978K -$18.8K -170 -2%
HWP
355
Heritage Wealth Partners
Ohio
$976K -$673K -6,087 -41%
RWB
356
RMR Wealth Builders
New Jersey
$969K -$1.93M -17,507 -67%
IFS
357
Ifrah Financial Services
Arkansas
$950K +$221 +2 +0%
EC
358
EdgeRock Capital
Colorado
$935K +$935K +8,461 New
LNC
359
Lincoln National Corp
Pennsylvania
$932K +$185K +1,670 +25%
CFP
360
Catalyst Financial Partners
Massachusetts
$922K -$113K -1,025 -11%
CAAS
361
Capital Asset Advisory Services
Michigan
$907K -$447K -4,046 -33%
TCOO
362
Trust Company of Oklahoma
Oklahoma
$907K +$298K +2,694 +49%
GG
363
GenWealth Group
New Jersey
$895K -$376K -3,402 -30%
DI
364
DFPG Investments
Utah
$891K +$891K +8,062 New
AWM
365
Aries Wealth Management
Maine
$880K +$18.2K +165 +2%
FIM
366
Fernwood Investment Management
Massachusetts
$873K
WI
367
WBI Investments
New Jersey
$872K -$7.23M -65,410 -89%
PNC Financial Services Group
368
PNC Financial Services Group
Pennsylvania
$868K +$1.66K +15 +0.2%
VWA
369
Visionary Wealth Advisors
Illinois
$867K +$248K +2,245 +40%
ACM
370
Absolute Capital Management
Pennsylvania
$864K +$12.8K +116 +2%
QCM
371
Quantinno Capital Management
New York
$853K -$572K -5,180 -40%
WCFA
372
Walkner Condon Financial Advisors
Wisconsin
$851K +$851K +7,698 New
SF
373
Synovus Financial
Georgia
$844K -$282K -2,548 -25%
WC
374
Waterloo Capital
Texas
$797K +$797K +7,210 New
EH
375
Equitable Holdings
New York
$796K -$1.03M -9,316 -56%