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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 %
FLA
476
Financial Life Advisors
Texas
$358K +$4.31K +39 +1%
FHB
477
First Hawaiian Bank
Hawaii
$353K +$2.1K +19 +0.6%
SWP
478
Semus Wealth Partners
Florida
$353K -$45.7K -414 -11%
KPWS
479
Kestra Private Wealth Services
Texas
$352K +$148K +1,339 +72%
PWM
480
PBMares Wealth Management
Virginia
$352K +$118K +1,070 +51%
EFL
481
ERn Financial LLC
Wisconsin
$350K +$18.5K +167 +6%
WEG
482
World Equity Group
Illinois
$348K -$2.58M -26,634 -88%
WI
483
Wintrust Investments
Illinois
$348K -$18.9M -170,889 -98%
PMG
484
ProVise Management Group
Florida
$340K +$340K +3,075 New
CLG
485
Cooperman Leon G
$337K +$337K +3,052 New
IWP
486
Innova Wealth Partners
Pennsylvania
$337K +$337K +3,047 New
RJT
487
Raymond James Trust
Florida
$336K +$336K +3,042 New
MC
488
Moors & Cabot
Massachusetts
$336K +$663 +6 +0.2%
BP
489
BBR Partners
New York
$335K +$335K +3,028 New
CFG
490
Cooper Financial Group
California
$334K -$442 -4 -0.1%
CW
491
Channel Wealth
California
$333K +$333K +3,012 New
CCM
492
Coldstream Capital Management
Washington
$330K +$26.5K +240 +9%
SW
493
SteelPeak Wealth
California
$322K +$88.1K +797 +38%
CWA
494
Core Wealth Advisors
Florida
$315K +$231K +2,092 +275%
AIP
495
Almanack Investment Partners
Pennsylvania
$315K -$852K -7,714 -73%
AWA
496
Arkadios Wealth Advisors
Georgia
$314K +$314K +2,839 New
SCM
497
SOL Capital Management
Maryland
$313K -$49.7K -450 -14%
IUHSA
498
Itau Unibanco Holding S.A.
Brazil
$313K
ZIM
499
Zacks Investment Management
Illinois
$309K +$309K +2,792 New
CA
500
Calton & Associates
Florida
$308K -$138K -1,245 -31%