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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 %
IAN
451
Integrated Advisors Network
Texas
$636K -$337K -3,056 -35%
OCM
452
One Capital Management
California
$635K -$167K -1,519 -21%
CW
453
CreativeOne Wealth
Kansas
$632K -$48.4K -439 -7%
TBC
454
Ted Buchan & Co
California
$631K -$30.3K -275 -5%
TCA
455
Transcend Capital Advisors
New Jersey
$625K +$234K +2,124 +60%
Vontobel Holding
456
Vontobel Holding
Switzerland
$622K +$60.6K +550 +11%
LWL
457
Leo Wealth LLC
Texas
$621K +$621K +5,639 New
HIP
458
HUB Investment Partners
Texas
$617K +$617K +5,607 New
ATC
459
Argent Trust Co
Tennessee
$612K
ML
460
McAdam LLC
Pennsylvania
$609K -$34.1K -310 -5%
SAG
461
SageView Advisory Group
California
$609K -$877K -7,938 Closed
WCWM
462
Wooster Corthell Wealth Management
Connecticut
$609K +$386K +3,504 +173%
GSEP
463
Golden State Equity Partners
California
$602K -$471K -4,281 -44%
FAG
464
Fortitude Advisory Group
Washington
$601K -$784K -7,122 -57%
PC
465
Pecaut & Co
Iowa
$595K
SG
466
StoneX Group
New York
$589K +$46.7K +424 +9%
IAG
467
Investment Advisory Group
Massachusetts
$583K
PFA
468
Pinnacle Family Advisors
Missouri
$582K +$582K +5,284 New
MA
469
MBA Advisors
Pennsylvania
$574K -$74.6K -677 -11%
BJL
470
Brighton Jones LLC
Washington
$567K -$2.31K -21 -0.4%
MPPLM
471
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$559K -$19.9K -181 -3%
RBC
472
Romano Brothers & Co
Illinois
$556K -$45.9K -417 -8%
FWSM
473
First Wilshire Securities Management
California
$551K
CAAS
474
Capital Asset Advisory Services
Michigan
$531K -$34.3K -311 -6%
HPM
475
Hoxton Planning & Management
West Virginia
$528K +$528K +4,792 New