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iShares Short Treasury Bond ETF

695 hedge funds and large institutions have $9.91B invested in iShares Short Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 230 increasing their positions, 280 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+47
Holders Change %
+7.25%
% of All Funds
10.19%
Holding in Top 10
83
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-13.54%
% of All Funds
1.22%
New
120
Increased
230
Reduced
280
Closed
64
Calls
$3.32M
Puts
Net Calls
+$3.32M
Net Calls Change
+$3.04M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
401
Aries Wealth Management
Maine
$846K -$113K -1,023 -12%
DWMS
402
Dominguez Wealth Management Solutions
Virginia
$832K -$259K -2,351 -24%
RWA
403
Redhawk Wealth Advisors
Minnesota
$831K -$399K -3,620 -32%
Koshinski Asset Management
404
Koshinski Asset Management
Illinois
$828K -$428K -3,886 -34%
FA
405
Fortis Advisors
Pennsylvania
$823K +$14.3K +130 +2%
SG Americas Securities
406
SG Americas Securities
New York
$822K -$15.8M -143,119 -95%
Bank of New York Mellon
407
Bank of New York Mellon
New York
$818K -$141K -1,281 -15%
FA
408
FDx Advisors
Illinois
$816K -$227K -2,064 -22%
WAP
409
Wealthcare Advisory Partners
Pennsylvania
$810K -$186K -1,686 -19%
PCMC
410
Private Capital Management (Colorado)
Colorado
$798K +$521K +4,730 +188%
MWM
411
Mission Wealth Management
California
$791K +$1.76K +16 +0.2%
AIC
412
Archer Investment Corporation
Indiana
$784K +$6.5K +59 +0.8%
RBC
413
Roble Belko & Company
Pennsylvania
$780K +$110 +1 +0%
PFG
414
Pacific Financial Group
Washington
$777K -$757K -6,877 -49%
JCM
415
Jacobi Capital Management
Pennsylvania
$774K +$29K +263 +4%
RCA
416
Resonant Capital Advisors
Wisconsin
$771K +$771K +7,000 New
WWM
417
Western Wealth Management
Colorado
$765K +$42.2K +383 +6%
CF
418
Centaurus Financial
California
$763K +$62K +563 +9%
ACI
419
Alpha Cubed Investments
California
$760K -$1.33M -12,040 -64%
BFG
420
Bleakley Financial Group
New Jersey
$754K +$754K +6,845 New
GC
421
Grimes & Company
Massachusetts
$744K -$24.3K -221 -3%
FAM
422
Forte Asset Management
New York
$743K
GFP
423
Gryphon Financial Partners
Ohio
$738K -$7.05K -64 -0.9%
FG
424
Foster Group
Iowa
$737K
William Blair & Company
425
William Blair & Company
Illinois
$734K +$52.1K +473 +8%