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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 %
CIG
401
Cairn Investment Group
Washington
$784K
RBC
402
Roble Belko & Company
Pennsylvania
$782K
AIC
403
Archer Investment Corporation
Indiana
$780K +$259K +2,340 +50%
HC
404
Hamilton Capital
Ohio
$774K +$774K +7,002 New
GC
405
Grimes & Company
Massachusetts
$771K -$116K -1,048 -13%
FMWA
406
Forvis Mazars Wealth Advisors
Missouri
$763K +$193K +1,748 +34%
RWB
407
RMR Wealth Builders
New Jersey
$757K -$134K -1,210 -15%
IWM
408
IHT Wealth Management
Illinois
$751K +$88.8K +804 +13%
AGC
409
Aspen Grove Capital
Colorado
$750K
JCM
410
Jacobi Capital Management
Pennsylvania
$747K +$773 +7 +0.1%
GFP
411
Gryphon Financial Partners
Ohio
$747K +$747K +6,764 New
FAM
412
Forte Asset Management
New York
$746K
HNW
413
High Note Wealth
Minnesota
$745K -$167K -1,511 -18%
AWA
414
Arkadios Wealth Advisors
Georgia
$738K +$224K +2,028 +44%
FG
415
Foster Group
Iowa
$737K +$16.6K +150 +2%
VA
416
Vident Advisory
Georgia
$726K +$726K +6,572 New
WWM
417
Western Wealth Management
Colorado
$725K -$39.3K -356 -5%
FFA
418
Farther Finance Advisors
California
$720K +$61K +552 +9%
AC
419
Annandale Capital
Texas
$714K -$884 -8 -0.1%
PFS
420
Prospera Financial Services
Texas
$713K -$920K -8,323 -56%
LFA
421
LGT Financial Advisors
Texas
$704K +$704K +6,372 New
CF
422
Centaurus Financial
California
$703K -$2.94M -26,666 -81%
WCFA
423
Walkner Condon Financial Advisors
Wisconsin
$703K -$160K -1,450 -19%
William Blair & Company
424
William Blair & Company
Illinois
$684K -$9.5K -86 -1%
CW
425
CreativeOne Wealth
Kansas
$682K -$1.59M -14,359 -70%