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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 %
AP
476
Agilis Partners
Massachusetts
$500K
BDF
477
Black Diamond Financial
Maryland
$495K
KDA
478
Kraft Davis & Associates
Missouri
$492K +$3.86K +35 +0.8%
RSWM
479
Robertson Stephens Wealth Management
California
$490K -$442K -3,996 -47%
PIMG
480
Patriot Investment Management Group
Tennessee
$489K -$30.2K -273 -6%
VPA
481
Vernal Point Advisors
California
$488K
EFG
482
Ehrlich Financial Group
California
$482K -$1.25M -11,297 -72%
MWM
483
Maripau Wealth Management
Indiana
$473K +$184K +1,668 +64%
MYIA
484
Mount Yale Investment Advisors
Colorado
$473K -$1.29M -11,707 -73%
ML
485
McAdam LLC
Pennsylvania
$465K -$146K -1,322 -24%
RP
486
Raelipskie Partnership
Ontario, Canada
$464K
CCP
487
Cunning Capital Partners
North Carolina
$459K +$459K +4,150 New
HFS
488
Howard Financial Services
Texas
$458K
CWA
489
Core Wealth Advisors
Florida
$457K
CM
490
Columbus Macro
Pennsylvania
$454K
RBC
491
Romano Brothers & Co
Illinois
$448K -$111K -1,000 -20%
RWB
492
RMR Wealth Builders
New Jersey
$445K +$3.21K +29 +0.7%
VI
493
Vestcor Inc
New Brunswick, Canada
$437K -$202K -1,830 -32%
GIA
494
Gladstone Institutional Advisory
Florida
$433K +$56.7K +513 +15%
AI
495
Accredited Investors
Minnesota
$430K -$6.9M -62,413 -94%
Lido Advisors
496
Lido Advisors
California
$429K -$19.5K -176 -4%
KPWS
497
Kestra Private Wealth Services
Texas
$426K -$17.9K -162 -4%
SFA
498
Semmax Financial Advisors
North Carolina
$422K -$11.1M -100,385 -96%
SIC
499
Salem Investment Counselors
North Carolina
$421K -$30.4K -275 -7%
LL
500
LWMG LLC
Minnesota
$420K +$3.43K +31 +0.8%