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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 %
Pathstone Holdings
401
Pathstone Holdings
New Jersey
$800K +$379K +3,430 +90%
MWM
402
Mission Wealth Management
California
$794K
PAS
403
Park Avenue Securities
New York
$791K -$3.27M -29,546 -81%
RFP
404
Root Financial Partners
California
$785K +$71.4K +646 +10%
RBC
405
Roble Belko & Company
Pennsylvania
$783K +$111 +1 +0%
GAA
406
Global Assets Advisory
Florida
$775K +$775K +85,300 New
TWC
407
TD Waterhouse Canada
Ontario, Canada
$771K +$295K +2,644 +62%
AIC
408
Archer Investment Corporation
Indiana
$766K -$21K -190 -3%
CF
409
Centaurus Financial
California
$766K
GS
410
GTS Securities
New York
$766K -$6.99M -63,228 -90%
GC
411
Grimes & Company
Massachusetts
$753K +$6.3K +57 +0.8%
FFA
412
Farther Finance Advisors
California
$746K +$50.3K +457 +7%
FAM
413
Forte Asset Management
New York
$746K
CAM
414
Clark Asset Management
New Hampshire
$742K +$420K +3,803 +131%
PNC Financial Services Group
415
PNC Financial Services Group
Pennsylvania
$738K -$625K -5,656 -46%
FG
416
Foster Group
Iowa
$732K -$5.97K -54 -0.8%
MFA
417
Mayflower Financial Advisors
Massachusetts
$728K -$706K -6,387 -49%
GFP
418
Gryphon Financial Partners
Ohio
$723K -$17.7K -160 -2%
CIG
419
Cairn Investment Group
Washington
$719K -$9.96K -90 -1%
NC
420
Napatree Capital
Rhode Island
$718K -$2.76K -25 -0.4%
AC
421
Annandale Capital
Texas
$712K -$553 -5 -0.1%
EWA
422
ERTS Wealth Advisors
Michigan
$706K +$494K +4,468 +233%
AAS
423
Ameritas Advisory Services
Nebraska
$700K -$1.76M -15,930 -72%
TFA
424
Teamwork Financial Advisors
Texas
$699K -$3.87K -35 -0.6%
William Blair & Company
425
William Blair & Company
Illinois
$689K -$48K -434 -7%