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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 %
IWM
426
IHT Wealth Management
Illinois
$733K -$15.4K -140 -2%
HGWM
427
Horst & Graben Wealth Management
Oregon
$731K +$731K +6,642 New
CSPIA
428
Cary Street Partners Investment Advisory
Virginia
$731K -$58.4K -530 -7%
AF
429
Advisornet Financial
Minnesota
$731K +$473K +4,294 +183%
HA
430
Hanover Advisors
South Carolina
$730K +$730K +6,632 New
CIG
431
Cairn Investment Group
Washington
$726K -$55.6K -505 -7%
FCH
432
Freestone Capital Holdings
Washington
$724K +$724K +6,575 New
NC
433
Napatree Capital
Rhode Island
$718K +$718K +6,522 New
TA
434
TruWealth Advisors
Louisiana
$714K -$485K -4,404 -40%
RFP
435
Root Financial Partners
California
$711K +$68.5K +622 +11%
AC
436
Annandale Capital
Texas
$710K -$2.09K -19 -0.3%
CRI
437
Colonial River Investments
Virginia
$707K +$49.6K +450 +8%
TFA
438
Teamwork Financial Advisors
Texas
$700K +$216K +1,964 +45%
OP
439
ORG Partners
Indiana
$698K +$698K +6,340 New
FFA
440
Farther Finance Advisors
California
$696K -$21.1K -192 -3%
NWM
441
Napa Wealth Management
California
$692K +$692K +6,283 New
WDC
442
Woodward Diversified Capital
California
$686K -$143K -1,297 -17%
HT
443
Headlands Technologies
Illinois
$683K -$1.47M -13,352 -68%
FMWA
444
Forvis Mazars Wealth Advisors
Missouri
$679K -$81.4K -739 -11%
HNW
445
High Note Wealth
Minnesota
$678K -$64.6K -587 -9%
AFG
446
Atomi Financial Group
New York
$657K +$657K +5,969 New
HC
447
Hamilton Capital
Ohio
$645K -$127K -1,150 -16%
CCFM
448
Clear Creek Financial Management
Washington
$644K +$37.2K +338 +6%
RJT
449
Raymond James Trust
Florida
$643K +$241K +2,190 +60%
VI
450
Vestcor Inc
New Brunswick, Canada
$637K