SHV icon

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 %
FMWA
451
Forvis Mazars Wealth Advisors
Missouri
$593K -$88K -796 -13%
CA
452
Clearstead Advisors
Ohio
$592K -$834K -7,563 -58%
ISWM
453
Independent Solutions Wealth Management
New York
$589K -$2.35M -21,226 -80%
IAG
454
Investment Advisory Group
Massachusetts
$585K
CW
455
Connectus Wealth
Ohio
$581K -$770K -6,963 -57%
WGC
456
Watts Gwilliam & Co
Arizona
$574K +$574K +5,208 New
CRWM
457
Castle Rock Wealth Management
California
$572K +$84.6K +769 +17%
BJL
458
Brighton Jones LLC
Washington
$569K -$111 -1 -0%
FAG
459
Fortitude Advisory Group
Washington
$565K -$38.1K -345 -6%
IAN
460
Integrated Advisors Network
Texas
$555K -$83.3K -754 -13%
FWSM
461
First Wilshire Securities Management
California
$553K
EH
462
Equitable Holdings
New York
$550K +$119K +1,075 +28%
EWA
463
Exencial Wealth Advisors
Oklahoma
$546K +$152K +1,377 +39%
TWM
464
TSA Wealth Management
Texas
$544K -$1.6M -14,464 -75%
SC
465
Sinecera Capital
Texas
$536K +$88.1K +797 +20%
AO
466
Advisor OS
Illinois
$531K -$760K -6,879 -59%
Thrivent Financial for Lutherans
467
Thrivent Financial for Lutherans
Minnesota
$530K -$1.74M -15,759 -77%
TA
468
TruWealth Advisors
Louisiana
$526K -$190K -1,723 -27%
SMC
469
Smith, Moore & Co
Missouri
$526K -$353K -3,189 -40%
EAM
470
Evanson Asset Management
California
$525K +$525K +4,753 New
WDC
471
Woodward Diversified Capital
California
$515K -$173K -1,569 -25%
WCM
472
Wealthcare Capital Management
Virginia
$514K
AllianceBernstein
473
AllianceBernstein
Tennessee
$509K -$17.9M -162,104 -97%
TAM
474
TCP Asset Management
Ohio
$502K +$502K +4,540 New
MA
475
MAS Advisors
Florida
$501K