SHV icon

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 %
CCG
526
Ceeto Capital Group
Florida
$385K
RCS
527
Retirement Capital Strategies
California
$385K -$12M -108,876 -97%
MSFS
528
Main Street Financial Solutions
Pennsylvania
$382K +$70.7K +642 +23%
WCFA
529
Walkner Condon Financial Advisors
Wisconsin
$380K -$321K -2,915 -46%
SW
530
SteelPeak Wealth
California
$375K -$198K -1,794 -34%
GIA
531
Gladstone Institutional Advisory
Florida
$375K +$375K +3,401 New
PFGIA
532
Patriot Financial Group Insurance Agency
Massachusetts
$374K +$374K +3,394 New
NCM
533
Northland Capital Management
Minnesota
$372K
S
534
SignatureFD
Georgia
$371K +$109K +988 +41%
FHB
535
First Hawaiian Bank
Hawaii
$367K +$6.39K +58 +2%
HWM
536
Hemington Wealth Management
Virginia
$362K
ACP
537
Aveo Capital Partners
Colorado
$360K +$138K +1,257 +63%
LC
538
LTG Capital
Massachusetts
$359K
EWS
539
Eagle Wealth Strategies
New Jersey
$359K +$359K +3,256 New
IPW
540
Impact Partnership Wealth
Georgia
$358K -$541K -4,909 -60%
TI
541
Trexquant Investment
Connecticut
$354K -$77.1K -700 -18%
PA
542
PFG Advisors
Arizona
$349K -$10.9K -99 -3%
FMP
543
Financial Management Professionals
Texas
$349K -$300K -2,725 -46%
OWA
544
One Wealth Advisors
California
$340K +$340K +3,091 New
KP
545
Keel Point
Alabama
$340K
SI
546
Stephens Inc
Arkansas
$334K +$5.18K +47 +2%
CIAS
547
Capital Investment Advisory Services
North Carolina
$330K
AWE
548
Avidian Wealth Enterprises
Texas
$326K +$326K +2,959 New
SB
549
Strategic Blueprint
Georgia
$324K +$85.9K +780 +36%
FWP
550
Firethorn Wealth Partners
Georgia
$321K +$321K +2,918 New