SHV icon

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 %
GWM
376
Geneos Wealth Management
Colorado
$949K -$632K -5,713 -40%
CMP
377
Courage Miller Partners
Virginia
$929K -$40.3K -365 -4%
IWP
378
Innova Wealth Partners
Pennsylvania
$925K -$395K -3,574 -30%
CWM
379
Cherrydale Wealth Management
New Jersey
$923K -$1.93M -17,439 -68%
AP
380
Atwood & Palmer
Missouri
$919K
KW
381
KWB Wealth
California
$919K +$7.63K +69 +0.8%
FWM
382
Forza Wealth Management
Florida
$918K
JWCA
383
J.W. Coons Advisors
Ohio
$917K -$39.2K -355 -4%
TNBTD
384
Trustmark National Bank Trust Department
Mississippi
$910K +$41.2K +373 +5%
UCB
385
United Community Bank
South Carolina
$903K -$70.6K -639 -7%
AFG
386
Atomi Financial Group
New York
$897K +$238K +2,149 +36%
TCM
387
Triumph Capital Management
Colorado
$894K -$49K -443 -5%
CP
388
Castleview Partners
Texas
$878K +$6.3K +57 +0.7%
GG
389
GenWealth Group
New Jersey
$864K -$162K -1,470 -16%
HA
390
Hanover Advisors
South Carolina
$863K +$130K +1,177 +18%
CWA
391
Centennial Wealth Advisory
Michigan
$851K -$218K -1,976 -20%
IPAM
392
Investment Partners Asset Management
New Jersey
$848K -$35.9K -325 -4%
TSS
393
Two Sigma Securities
New York
$835K -$58.8K -532 -7%
FA
394
Fortis Advisors
Pennsylvania
$833K +$6.85K +62 +0.8%
MAM
395
Madison Asset Management
Wisconsin
$823K -$436K -3,946 -35%
DWMS
396
Dominguez Wealth Management Solutions
Virginia
$823K -$11.9K -108 -1%
JCM
397
Jacobi Capital Management
Pennsylvania
$816K +$38.9K +352 +5%
RWPA
398
Richard W. Paul & Associates
Michigan
$806K -$186K -1,687 -19%
WAP
399
Wealthcare Advisory Partners
Pennsylvania
$805K -$8.07K -73 -1%
SPC
400
Sigma Planning Corp
Michigan
$802K +$802K +7,259 New