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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 %
KPWS
501
Kestra Private Wealth Services
Texas
$442K -$57.9K -526 -12%
BAM
502
Belpointe Asset Management
Nevada
$440K +$21.3K +193 +5%
RWB
503
RMR Wealth Builders
New Jersey
$440K -$315K -2,863 -42%
M&T Bank
504
M&T Bank
New York
$439K +$20.9K +190 +5%
EH
505
Equitable Holdings
New York
$429K +$91K +826 +27%
BWM
506
Baron Wealth Management
Michigan
$426K -$16.5K -150 -4%
PTC
507
Private Trust Company
Ohio
$424K -$5.95K -54 -1%
Pathstone Holdings
508
Pathstone Holdings
New Jersey
$419K +$419K +3,804 New
LL
509
LWMG LLC
Minnesota
$415K +$7.16K +65 +2%
HF
510
HRT Financial
New York
$413K -$2.54M -23,094 -86%
PBT
511
Pictet Bank & Trust
Bahamas
$405K -$899K -8,164 -69%
PWS
512
Physician Wealth Solutions
Nevada
$403K +$403K +3,659 New
COCM
513
Charter Oak Capital Management
New Hampshire
$402K -$33.5K -304 -8%
EWA
514
EP Wealth Advisors
California
$400K +$131K +1,193 +49%
AI
515
Arrien Investments
Idaho
$400K +$400K +3,634 New
TAM
516
Tocqueville Asset Management
New York
$396K
Focus Partners Wealth
517
Focus Partners Wealth
Massachusetts
$394K +$394K +3,574 New
NL
518
NWAM LLC
Washington
$393K +$167K +1,516 +74%
CAG
519
Crestwood Advisors Group
Massachusetts
$392K -$223K -2,028 -36%
EWA
520
Exencial Wealth Advisors
Oklahoma
$392K +$392K +3,558 New
MCM
521
Mattern Capital Management
Colorado
$392K -$69.1K -627 -15%
CFG
522
Cooper Financial Group
California
$391K -$661 -6 -0.2%
JFL
523
Jarislowsky, Fraser Ltd
Quebec, Canada
$387K -$328K
FAG
524
Financial Architects (Georgia)
Georgia
$387K +$387K +3,510 New
SAW
525
Signal Advisors Wealth
Michigan
$385K +$385K +3,499 New