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iShares Short Treasury Bond ETF

612 hedge funds and large institutions have $14.2B invested in iShares Short Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 243 increasing their positions, 205 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
+17
Holders Change %
+2.86%
% of All Funds
9.8%
Holding in Top 10
96
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+12.94%
% of All Funds
1.54%
New
101
Increased
243
Reduced
205
Closed
68
Calls
Puts
$6.38M
Net Calls
-$6.38M
Net Calls Change
-$6.38M
Name Holding Trade Value Shares
Change
Shares
Change %
JIP
401
Jaffetilchin Investment Partners
Florida
$676K
TBC
402
Ted Buchan & Co
California
$669K -$11.6K -105 -2%
IWP
403
Icon Wealth Partners
Texas
$665K +$665K +6,016 New
JWBC
404
John W. Brooker & Co
California
$661K -$148K -1,340 -18%
ECA
405
Elevated Capital Advisors
Utah
$658K +$46.8K +424 +8%
FMP
406
Financial Management Professionals
Texas
$652K +$55.3K +500 +9%
ISWM
407
Independent Solutions Wealth Management
New York
$649K +$649K +5,876 New
VAS
408
Vestmark Advisory Solutions
Massachusetts
$631K -$101K -914 -14%
BMCM
409
Bryn Mawr Capital Management
Pennsylvania
$626K
LB
410
Leo Brokerage
Texas
$623K +$623K +5,639 New
PC
411
Pecaut & Co
Iowa
$612K +$10.8K +98 +2%
BAM
412
Belpointe Asset Management
Nevada
$604K -$13.5K -122 -2%
KP
413
Keel Point
Alabama
$592K -$100K -909 -15%
IAG
414
Investment Advisory Group
Massachusetts
$585K +$11.1K +100 +2%
LHWM
415
Lake Hills Wealth Management
Texas
$567K -$5.44M -49,248 -91%
Vontobel Holding
416
Vontobel Holding
Switzerland
$563K +$99.5K +900 +21%
ATPW
417
Ashton Thomas Private Wealth
Arizona
$553K -$145K -1,310 -21%
AIC
418
Archer Investment Corporation
Indiana
$552K +$203K +1,834 +58%
AllianceBernstein
419
AllianceBernstein
Tennessee
$551K +$9.39K +85 +2%
WIC
420
Woodmont Investment Counsel
Tennessee
$551K -$60.9K -551 -10%
BAAM
421
Baker Avenue Asset Management
California
$549K
JBA
422
Johnson Bixby & Associates
Washington
$547K +$221 +2 +0%
ERIM
423
Eagle Ridge Investment Management
Connecticut
$540K +$93.4K +845 +21%
WBC
424
West Branch Capital
Massachusetts
$534K -$25.9K -234 -5%
COCM
425
Charter Oak Capital Management
New Hampshire
$527K -$16K -145 -3%