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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 %
FIM
351
Freedom Investment Management
Connecticut
$1.1M -$134K -1,211 -11%
AA
352
Alesco Advisors
New York
$1.1M -$43.4K -393 -4%
WT
353
Whittier Trust
California
$1.1M -$724K -6,553 -40%
GT
354
Greenleaf Trust
Michigan
$1.09M -$98.6K -892 -8%
WCWM
355
Wooster Corthell Wealth Management
Connecticut
$1.09M +$481K +4,352 +79%
PCIA
356
Prime Capital Investment Advisors
Kansas
$1.09M +$29.6K +268 +3%
HA
357
HFG Advisors
Ohio
$1.08M -$80.1K -725 -7%
SPC
358
Spirepoint Private Client
Florida
$1.08M +$1.08M +9,760 New
BEAM
359
Baker Ellis Asset Management
Washington
$1.07M -$166K -1,500 -13%
CAM
360
Cidel Asset Management
Ontario, Canada
$1.06M -$1.06M
SCA
361
Sandy Cove Advisors
Massachusetts
$1.04M -$11.8K -107 -1%
CAPTRUST Financial Advisors
362
CAPTRUST Financial Advisors
North Carolina
$1.04M -$222K -2,011 -18%
AWM
363
Aries Wealth Management
Maine
$1.03M +$177K +1,603 +21%
ES
364
Eagle Strategies
New York
$1.02M +$1.02M +9,261 New
DL
365
DOHJ LLC
Washington
$1.01M +$1.01M +9,117 New
SWA
366
Stratos Wealth Advisors
Ohio
$1M -$63.6K -575 -6%
AWA
367
Authentikos Wealth Advisory
California
$1M +$112K +1,009 +13%
MHR
368
Matthew Hamilton Rosenberg
$1M
VWA
369
Visionary Wealth Advisors
Illinois
$993K -$6.41K -58 -0.6%
FPW
370
Flagship Private Wealth
Massachusetts
$970K +$970K +8,773 New
IFS
371
Ifrah Financial Services
Arkansas
$969K +$36.6K +331 +4%
BHPW
372
Beverly Hills Private Wealth
California
$967K -$77K -697 -7%
PPP
373
Private Portfolio Partners
New Jersey
$965K -$36.4K -329 -4%
SW
374
Simplicity Wealth
New Jersey
$958K +$958K +8,665 New
LIM
375
Leavell Investment Management
Alabama
$957K