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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 %
WBC
451
West Branch Capital
Massachusetts
$546K +$6.74K +61 +1%
SG
452
StoneX Group
New York
$544K -$163K -1,472 -23%
AC
453
Apella Capital
Connecticut
$538K -$552 -5 -0.1%
PWM
454
PBMares Wealth Management
Virginia
$532K +$86.8K +786 +20%
LTL
455
Lowery Thomas LLC
California
$521K +$126K +1,145 +32%
SMC
456
Smith, Moore & Co
Missouri
$521K -$2.09M -18,917 -80%
WCM
457
Wealthcare Capital Management
Virginia
$513K
KPWS
458
Kestra Private Wealth Services
Texas
$501K +$178K +1,611 +55%
MA
459
MAS Advisors
Florida
$501K +$501K +4,534 New
JEST
460
JTC Employer Solutions Trustee
Jersey
$500K
CAM
461
Cidel Asset Management
Ontario, Canada
$499K -$615K -5,570 Closed
CRWM
462
Castle Rock Wealth Management
California
$493K -$15.4M -139,562 -97%
PFG
463
Prosperity Financial Group
California
$492K +$168K +1,524 +52%
WIC
464
Woodmont Investment Counsel
Tennessee
$492K -$59K -534 -11%
TFA
465
Teamwork Financial Advisors
Texas
$486K -$30.2K -273 -6%
SIC
466
Salem Investment Counselors
North Carolina
$482K -$47.5K -430 -9%
JBA
467
Johnson Bixby & Associates
Washington
$480K -$72.1K -653 -13%
KDA
468
Kraft Davis & Associates
Missouri
$477K
Lazard Asset Management
469
Lazard Asset Management
New York
$476K -$580K
BPA
470
Beacon Pointe Advisors
California
$475K +$227K +2,053 +91%
LNC
471
Lincoln National Corp
Pennsylvania
$470K -$765K -6,925 -62%
MCM
472
Mattern Capital Management
Colorado
$462K +$254K +2,302 +122%
DWT
473
Dorsey & Whitney Trust
South Dakota
$462K
CWA
474
Core Wealth Advisors
Florida
$457K +$40.4K +366 +10%
CM
475
Columbus Macro
Pennsylvania
$454K +$4.97K +45 +1%