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iShares Short Treasury Bond ETF

612 hedge funds and large institutions have $14.2B invested in iShares Short Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 243 increasing their positions, 205 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
+17
Holders Change %
+2.86%
% of All Funds
9.8%
Holding in Top 10
96
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+12.94%
% of All Funds
1.54%
New
101
Increased
243
Reduced
205
Closed
68
Calls
Puts
$6.38M
Net Calls
-$6.38M
Net Calls Change
-$6.38M
Name Holding Trade Value Shares
Change
Shares
Change %
CRG
26
Cornerstone Retirement Group
Nevada
$93.5M +$36.2M +327,317 +63%
AWM
27
AE Wealth Management
Kansas
$93.2M +$23M +208,229 +33%
AIA
28
Acute Investment Advisory
Arizona
$83M +$12.7M +115,245 +18%
MA
29
Mutual Advisors
Nebraska
$82.1M +$37M +335,262 +82%
LSIA
30
LaSalle St. Investment Advisors
Illinois
$81.6M +$375K +3,397 +0.5%
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$75.9M +$29.5M +267,089 +64%
Jane Street
32
Jane Street
New York
$73M +$64.4M +582,963 +748%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$71.2M -$20.5M -185,972 -22%
RWM
34
Ritholtz Wealth Management
New York
$69.9M +$25.6M +231,374 +58%
AFP
35
Ausdal Financial Partners
Iowa
$68.2M +$10.2M +92,578 +18%
FM
36
Family Management
New York
$64.8M +$8.54M +77,241 +15%
TC
37
Trust Company
Kansas
$63.9M +$1.72M +15,556 +3%
Stifel Financial
38
Stifel Financial
Missouri
$61.7M +$10.3M +93,453 +20%
SWM
39
Spire Wealth Management
Virginia
$61.1M +$10.6M +95,575 +21%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$60.7M +$32.1M +290,056 +112%
ASN
41
Advisory Services Network
Georgia
$57.2M +$7.17M +64,871 +14%
AI
42
Accredited Investors
Minnesota
$56.4M +$56.4M +510,324 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$55.4M -$44.7M -404,800 -45%
RJA
44
Raymond James & Associates
Florida
$50.7M +$6.53M +59,059 +15%
VCM
45
Virtue Capital Management
Tennessee
$49.4M -$6.39M -57,877 -11%
CA
46
Crane Advisory
California
$47.7M +$5.2M +47,216 +12%
NYLIM
47
New York Life Investment Management
New York
$46.2M +$27.2M +246,162 +143%
Creative Planning
48
Creative Planning
Kansas
$45.9M -$1.3M -11,788 -3%
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.8M +$7.06M +63,907 +19%
PA
50
Parallel Advisors
California
$44.2M +$38.3M +346,182 +646%