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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 %
FFG
351
Foundry Financial Group
New Hampshire
$1.22M +$1.22M +11,055 New
PWM
352
Power Wealth Management
Georgia
$1.21M +$1.21M +11,030 New
APWM
353
Argonautica Private Wealth Management
Massachusetts
$1.19M +$2.2K +20 +0.2%
GT
354
Greenleaf Trust
Michigan
$1.19M +$98.2K +892 +9%
Northern Trust
355
Northern Trust
Illinois
$1.19M -$203K -1,839 -15%
RCAG
356
Rehmann Capital Advisory Group
Michigan
$1.16M -$2.53K -23 -0.2%
HA
357
HFG Advisors
Ohio
$1.16M +$780K +7,086 +208%
AA
358
Alesco Advisors
New York
$1.14M -$91.4K -830 -7%
CIA
359
Compass Ion Advisors
Pennsylvania
$1.14M +$58.8K +534 +5%
CIA
360
Concurrent Investment Advisors
Florida
$1.12M +$1.12M +10,137 New
CWA
361
Centennial Wealth Advisory
Michigan
$1.07M +$1.07M +9,677 New
SWA
362
Stratos Wealth Advisors
Ohio
$1.06M +$155K +1,408 +17%
MSA
363
Marino Stram & Associates
Massachusetts
$1.06M +$137K +1,246 +15%
CAM
364
Cidel Asset Management
Ontario, Canada
$1.06M -$499K
PCIA
365
Prime Capital Investment Advisors
Kansas
$1.05M -$59M -535,494 -98%
SCA
366
Sandy Cove Advisors
Massachusetts
$1.05M -$99.9K -907 -9%
BHPW
367
Beverly Hills Private Wealth
California
$1.04M +$17.7K +161 +2%
SS
368
Simplicity Solutions
Minnesota
$1.03M +$750K +6,810 +265%
GG
369
GenWealth Group
New Jersey
$1.02M -$162K -1,467 -14%
MHR
370
Matthew Hamilton Rosenberg
$1M
PPP
371
Private Portfolio Partners
New Jersey
$998K -$2.31K -21 -0.2%
VWA
372
Visionary Wealth Advisors
Illinois
$996K -$37.2K -338 -4%
CIS
373
Custom Index Systems
New York
$991K +$991K +9,000 New
RWPA
374
Richard W. Paul & Associates
Michigan
$989K +$987K +8,959 +47,153%
UCB
375
United Community Bank
South Carolina
$970K -$5.4K -49 -0.6%