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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 %
BL
376
BFSG LLC
California
$961K +$127K +1,146 +15%
IFS
377
Ifrah Financial Services
Arkansas
$960K -$1.88K -17 -0.2%
AWM
378
Aries Wealth Management
Maine
$960K -$89.9K -815 -9%
CA
379
CapWealth Advisors
Tennessee
$947K -$722K -6,536 -43%
PWM
380
Perigon Wealth Management
California
$945K -$469K -4,247 -33%
MSA
381
Marino Stram & Associates
Massachusetts
$927K -$44.2K -400 -5%
AP
382
Atwood & Palmer
Missouri
$919K
SWA
383
Stratos Wealth Advisors
Ohio
$912K +$666K +6,029 +271%
IPW
384
Impact Partnership Wealth
Georgia
$902K -$62.7K -568 -7%
JWCA
385
J.W. Coons Advisors
Ohio
$899K -$8.84K -80 -1%
KW
386
KWB Wealth
California
$884K
SAG
387
SageView Advisory Group
California
$877K -$579K -5,239 -40%
VAG
388
VisionPoint Advisory Group
Texas
$865K -$33.1K -300 -4%
ATPW
389
Ashton Thomas Private Wealth
Arizona
$855K +$241K +2,180 +39%
CW
390
Connectus Wealth
Ohio
$853K -$283K -2,561 -25%
WCP
391
Wick Capital Partners
Pennsylvania
$845K +$845K +7,647 New
EVM
392
Evelyn V. Moreno
$834K +$834K +7,548 New
WDC
393
Woodward Diversified Capital
California
$831K +$307K +2,777 +58%
FIM
394
Fernwood Investment Management
Massachusetts
$828K -$44.2K -400 -5%
FA
395
Fortis Advisors
Pennsylvania
$812K +$9.83K +89 +1%
OCM
396
One Capital Management
California
$805K +$438K +3,965 +119%
LIM
397
Leavell Investment Management
Alabama
$792K +$80.1K +725 +11%
CSPIA
398
Cary Street Partners Investment Advisory
Virginia
$792K -$35.7K -323 -4%
MWM
399
Mission Wealth Management
California
$791K -$137K -1,244 -15%
BCV
400
Banque Cantonale Vaudoise
Switzerland
$790K +$109K +984 +16%