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iShares Short Treasury Bond ETF

648 hedge funds and large institutions have $10.3B invested in iShares Short Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 243 increasing their positions, 256 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+14
Holders Change %
+2.21%
% of All Funds
10.33%
Holding in Top 10
96
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.03%
% of All Funds
1.53%
New
75
Increased
243
Reduced
256
Closed
54
Calls
$276K
Puts
Net Calls
+$276K
Net Calls Change
+$7.21M
Name Holding Trade Value Shares
Change
Shares
Change %
GG
351
GenWealth Group
New Jersey
$1.19M +$359K +3,247 +43%
RCAG
352
Rehmann Capital Advisory Group
Michigan
$1.16M +$22.5K +204 +2%
TCM
353
Triumph Capital Management
Colorado
$1.16M -$209K -1,894 -15%
SCA
354
Sandy Cove Advisors
Massachusetts
$1.15M +$8.18K +74 +0.7%
ECA
355
Elevated Capital Advisors
Utah
$1.13M +$338K +3,063 +43%
SCM
356
SOL Capital Management
Maryland
$1.1M +$513K +4,640 +88%
DWMS
357
Dominguez Wealth Management Solutions
Virginia
$1.09M +$324K +2,935 +42%
GT
358
Greenleaf Trust
Michigan
$1.09M -$3.34M -30,223 -75%
CIA
359
Compass Ion Advisors
Pennsylvania
$1.09M +$1.09M +9,836 New
CA
360
Clearstead Advisors
Ohio
$1.08M +$601K +5,439 +125%
GSEP
361
Golden State Equity Partners
California
$1.08M -$73.6K -666 -6%
AC
362
Avestar Capital
New York
$1.07M +$1.07M +9,722 New
FWM
363
Forza Wealth Management
Florida
$1.07M
FA
364
FDx Advisors
Illinois
$1.05M +$1.05M +9,470 New
VWA
365
Visionary Wealth Advisors
Illinois
$1.04M +$74.5K +674 +8%
BHPW
366
Beverly Hills Private Wealth
California
$1.03M +$8.51K +77 +0.8%
MHR
367
Matthew Hamilton Rosenberg
$1.01M
PPP
368
Private Portfolio Partners
New Jersey
$1M -$212K -1,919 -17%
WAP
369
Wealthcare Advisory Partners
Pennsylvania
$999K -$1.33K -12 -0.1%
OFA
370
Oak Family Advisors
Illinois
$988K +$446K +4,035 +82%
AWA
371
Authentikos Wealth Advisory
California
$980K -$98.9K -895 -9%
UCB
372
United Community Bank
South Carolina
$979K +$979K +8,860 New
IAN
373
Integrated Advisors Network
Texas
$975K -$91.1K -825 -9%
SWP
374
Stratos Wealth Partners
Ohio
$963K +$164K +1,486 +21%
Bank of New York Mellon
375
Bank of New York Mellon
New York
$962K +$247K +2,235 +35%