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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 %
LFA
476
LGT Financial Advisors
Texas
$520K -$182K -1,654 -26%
LTL
477
Lowery Thomas LLC
California
$518K -$1.98K -18 -0.4%
PIMG
478
Patriot Investment Management Group
Tennessee
$518K +$114K +1,032 +28%
WCM
479
Wealthcare Capital Management
Virginia
$512K
MA
480
MAS Advisors
Florida
$499K
AP
481
Agilis Partners
Massachusetts
$498K +$498K +4,522 New
BDF
482
Black Diamond Financial
Maryland
$495K +$189K +1,719 +62%
KDA
483
Kraft Davis & Associates
Missouri
$490K +$10.6K +96 +2%
WC
484
Waterloo Capital
Texas
$489K +$144K +1,304 +42%
CRWM
485
Castle Rock Wealth Management
California
$488K -$4.52K -41 -0.9%
TWC
486
TD Waterhouse Canada
Ontario, Canada
$487K -$679K -5,940 -58%
VPA
487
Vernal Point Advisors
California
$486K +$486K +4,412 New
EVM
488
Evelyn V. Moreno
$485K -$346K -3,143 -42%
FH
489
FWG Holdings
Florida
$481K -$11M -100,008 -96%
LNC
490
Lincoln National Corp
Pennsylvania
$477K +$8.15K +74 +2%
RP
491
Raelipskie Partnership
Ontario, Canada
$463K +$463K +4,200 New
VA
492
Vident Advisory
Georgia
$460K -$263K -2,392 -36%
SCA
493
Snowden Capital Advisors
New York
$460K +$221K +2,011 +93%
AC
494
Apella Capital
Connecticut
$459K -$77K -699 -14%
HFS
495
Howard Financial Services
Texas
$456K -$149K -1,357 -25%
CWA
496
Core Wealth Advisors
Florida
$455K
CM
497
Columbus Macro
Pennsylvania
$453K
SIC
498
Salem Investment Counselors
North Carolina
$449K -$31.1K -282 -6%
Lido Advisors
499
Lido Advisors
California
$447K -$102K -927 -19%
SC
500
Sinecera Capital
Texas
$446K +$13.5K +123 +3%