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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 %
EAMA
426
EFG Asset Management (Americas)
Florida
$670K -$243K -2,196 -27%
TBC
427
Ted Buchan & Co
California
$663K -$4.97K -45 -0.7%
CRI
428
Colonial River Investments
Virginia
$660K +$14.4K +130 +2%
FMP
429
Financial Management Professionals
Texas
$651K
MA
430
MBA Advisors
Pennsylvania
$651K -$1.21M -10,938 -65%
CCM
431
Coldstream Capital Management
Washington
$648K -$159K -1,442 -20%
ML
432
McAdam LLC
Pennsylvania
$645K -$53.8K -487 -8%
RFP
433
Root Financial Partners
California
$645K +$645K +5,836 New
VI
434
Vestcor Inc
New Brunswick, Canada
$639K
HW
435
Hamilton Wealth
California
$638K -$820K -7,419 -56%
CAG
436
Crestwood Advisors Group
Massachusetts
$618K -$652K -5,900 -51%
ATC
437
Argent Trust Co
Tennessee
$614K -$160K -1,450 -21%
CCFM
438
Clear Creek Financial Management
Washington
$609K +$140K +1,263 +30%
HFS
439
Howard Financial Services
Texas
$608K -$157K -1,422 -21%
RBC
440
Romano Brothers & Co
Illinois
$604K
PC
441
Pecaut & Co
Iowa
$597K
IAG
442
Investment Advisory Group
Massachusetts
$584K
CFP
443
Catalyst Financial Partners
Massachusetts
$584K -$39.8K -360 -6%
MPPLM
444
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$580K -$139K -1,261 -19%
SW
445
SteelPeak Wealth
California
$575K +$301K +2,723 +110%
BJL
446
Brighton Jones LLC
Washington
$571K +$571K +5,171 New
CAAS
447
Capital Asset Advisory Services
Michigan
$566K -$244K -2,216 -30%
Vontobel Holding
448
Vontobel Holding
Switzerland
$563K
FWSM
449
First Wilshire Securities Management
California
$552K +$552K +5,000 New
Lido Advisors
450
Lido Advisors
California
$551K +$442 +4 +0.1%