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iShares Short Treasury Bond ETF

715 hedge funds and large institutions have $9.46B invested in iShares Short Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 249 increasing their positions, 267 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
+42
Holders Change %
+6.24%
% of All Funds
9.52%
Holding in Top 10
66
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.54%
% of All Funds
0.88%
New
111
Increased
249
Reduced
267
Closed
54
Calls
$220K
Puts
Net Calls
+$220K
Net Calls Change
-$200K
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
501
Kestra Private Wealth Services
Texas
$468K +$36.2K +329 +8%
AIM
502
Advyzon Investment Management
Illinois
$467K +$467K +4,244 New
VA
503
Valmark Advisers
Ohio
$467K +$7.49K +68 +2%
FAM
504
Formidable Asset Management
Ohio
$464K +$464K +4,210 New
Kovitz Investment Group Partners
505
Kovitz Investment Group Partners
Illinois
$463K +$1.87K +17 +0.4%
RP
506
Raelipskie Partnership
Ontario, Canada
$462K
PIMG
507
Patriot Investment Management Group
Tennessee
$451K -$16.2K -147 -3%
PTC
508
Private Trust Company
Ohio
$448K -$826K -7,500 -65%
CWA
509
Centennial Wealth Advisory
Michigan
$444K -$92.7K -842 -17%
EWA
510
EP Wealth Advisors
California
$443K -$542K -4,923 -55%
SMC
511
Smith, Moore & Co
Missouri
$441K +$59.1K +537 +15%
Vontobel Holding
512
Vontobel Holding
Switzerland
$440K -$76K -690 -15%
DT
513
Diversified Trust
Tennessee
$440K -$2.75K -25 -0.6%
PWS
514
Physician Wealth Solutions
Nevada
$429K +$27.3K +248 +7%
VPA
515
Vernal Point Advisors
California
$426K
TCM
516
TT Capital Management
California
$424K +$424K +3,847 New
RBC
517
Romano Brothers & Co
Illinois
$422K -$24.2K -220 -5%
EGM
518
Engineers Gate Manager
New York
$416K +$416K +3,776 New
MWM
519
Mission Wealth Management
California
$415K -$56.9K -517 -12%
SIC
520
Salem Investment Counselors
North Carolina
$414K
WWM
521
Western Wealth Management
Colorado
$408K -$185K -1,681 -31%
TFP
522
Tilia Fiduciary Partners
North Carolina
$401K
IP
523
Investment Partners
Ohio
$399K
SFC
524
SYM Financial Corp
Indiana
$398K +$398K +3,619 New
AC
525
Avestar Capital
New York
$397K -$13.3K -121 -3%