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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 %
NP
426
NorthRock Partners
Minnesota
$682K -$169K -1,528 -20%
BFG
427
Bleakley Financial Group
New Jersey
$682K -$75.1K -679 -10%
P
428
&Partners
Tennessee
$680K +$680K +6,148 New
ACP
429
Aveo Capital Partners
Colorado
$669K +$309K +2,810 +86%
AWM
430
Apollon Wealth Management
South Carolina
$667K -$762K -6,890 -53%
ATI
431
ARK & TLK Investments
Oklahoma
$666K -$257K -2,325 -28%
RJT
432
Raymond James Trust
Florida
$660K +$14.9K +135 +2%
PCMC
433
Private Capital Management (Colorado)
Colorado
$660K -$141K -1,275 -18%
WWM
434
Western Wealth Management
Colorado
$651K -$117K -1,062 -15%
HNW
435
High Note Wealth
Minnesota
$649K -$31.6K -286 -5%
HGWM
436
Horst & Graben Wealth Management
Oregon
$649K -$85.6K -774 -12%
TCA
437
Transcend Capital Advisors
New Jersey
$640K +$12.7K +115 +2%
FA
438
Flagstar Advisors
New York
$635K -$772K -6,985 -55%
TBC
439
Ted Buchan & Co
California
$633K
CAAS
440
Capital Asset Advisory Services
Michigan
$632K +$101K +918 +19%
VAG
441
VisionPoint Advisory Group
Texas
$631K -$608K -5,496 -49%
FMP
442
Financial Management Professionals
Texas
$627K +$276K +2,500 +79%
LWL
443
Leo Wealth LLC
Texas
$623K
CWS
444
Cypress Wealth Services
California
$619K -$315K -2,853 -34%
JEST
445
JTC Employer Solutions Trustee
Jersey
$618K +$319K +2,882 +107%
ATC
446
Argent Trust Co
Tennessee
$614K
RL
447
Retireful LLC
Michigan
$614K +$614K +5,559 New
PC
448
Pecaut & Co
Iowa
$596K -$1.11K -10 -0.2%
TC
449
Trilogy Capital
California
$596K +$596K +5,393 New
SAW
450
Signal Advisors Wealth
Michigan
$596K +$209K +1,888 +54%