SHV icon

iShares Short Treasury Bond ETF

673 hedge funds and large institutions have $9.5B invested in iShares Short Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 258 increasing their positions, 249 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.73%
Holding in Top 10
65
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.41%
% of All Funds
0.94%
New
75
Increased
258
Reduced
249
Closed
67
Calls
$420K
Puts
Net Calls
+$420K
Net Calls Change
+$420K
Name Holding Trade Value Shares
Change
Shares
Change %
AP
376
Atwood & Palmer
Missouri
$976K +$55.5K +502 +6%
CMP
377
Courage Miller Partners
Virginia
$975K +$62.5K +565 +7%
FWM
378
Forza Wealth Management
Florida
$974K +$55.3K +500 +6%
SL
379
Salomon & Ludwin
Virginia
$972K +$1.66K +15 +0.2%
QC
380
Quadrature Capital
United Kingdom
$968K +$345K +3,115 +55%
TWCA
381
Two West Capital Advisors
Kansas
$946K -$160K -1,444 -14%
BHPW
382
Beverly Hills Private Wealth
California
$936K +$11.8K +107 +1%
KW
383
KWB Wealth
California
$931K +$11.8K +107 +1%
CP
384
Castleview Partners
Texas
$887K -$120K -1,083 -12%
PPP
385
Private Portfolio Partners
New Jersey
$887K +$887K +8,017 New
Pathstone Holdings
386
Pathstone Holdings
New Jersey
$885K -$479K -4,332 -35%
KP
387
Keel Point
Alabama
$883K +$74.3K +672 +9%
AWA
388
Authentikos Wealth Advisory
California
$873K +$873K +7,889 New
CWA
389
Core Wealth Advisors
Florida
$871K
LHWM
390
Lake Hills Wealth Management
Texas
$869K +$197K +1,784 +29%
VFO
391
Virtus Family Office
Texas
$864K -$360K -3,253 -29%
FA
392
Fortis Advisors
Pennsylvania
$856K +$11K +99 +1%
JCM
393
Jacobi Capital Management
Pennsylvania
$854K +$40K +362 +5%
TWC
394
TD Waterhouse Canada
Ontario, Canada
$845K +$86.8K +788 +11%
IPAM
395
Investment Partners Asset Management
New Jersey
$830K -$19.4K -175 -2%
DWMS
396
Dominguez Wealth Management Solutions
Virginia
$829K -$10.4K -94 -1%
LIM
397
Leavell Investment Management
Alabama
$827K -$128K -1,160 -13%
SAW
398
Signal Advisors Wealth
Michigan
$826K +$826K +7,469 New
NC
399
Napatree Capital
Rhode Island
$826K +$99.5K +899 +14%
P
400
&Partners
Tennessee
$821K -$152K -1,378 -16%