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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 %
SFG
551
Sovereign Financial Group
Connecticut
$271K +$271K +2,448 New
FLA
552
Financial Life Advisors
Texas
$268K
FWM
553
Fonville Wealth Management
Virginia
$266K +$20.7K +187 +8%
AC
554
Apella Capital
Connecticut
$261K -$198K -1,800 -43%
JWM
555
Jessup Wealth Management
Ohio
$259K +$259K +2,345 New
BMM
556
Buffington Mohr McNeal
Idaho
$257K
M&T Bank
557
M&T Bank
New York
$256K -$185K -1,670 -42%
WI
558
WBI Investments
New Jersey
$252K -$2.88M -26,010 -92%
CTC
559
Central Trust Company
Missouri
$251K +$251K +2,275 New
CCWM
560
Cassaday & Co Wealth Management
Virginia
$249K +$6.85K +62 +3%
MC
561
Moors & Cabot
Massachusetts
$249K -$24.2K -219 -9%
LWMG
562
Levy Wealth Management Group
Pennsylvania
$248K
MWM
563
MGB Wealth Management
Texas
$247K -$17.7K -160 -7%
CAG
564
Csenge Advisory Group
Florida
$246K -$45K -407 -15%
CWA
565
Consilium Wealth Advisory
Texas
$246K +$246K +2,224 New
LNC
566
Lincoln National Corp
Pennsylvania
$245K -$234K -2,112 -49%
BG
567
Benedetti & Gucer
Georgia
$244K
FF
568
Friedenthal Financial
New Jersey
$243K +$27.2K +246 +13%
HH
569
Hilltop Holdings
Texas
$243K +$243K +2,197 New
BFA
570
Benedict Financial Advisors
Georgia
$241K +$241K +2,176 New
SFP
571
Strategic Financial Partners
Oregon
$240K -$15.3K -138 -6%
BCV
572
Banque Cantonale Vaudoise
Switzerland
$237K -$81.6K -740 -26%
CIBC Private Wealth Group
573
CIBC Private Wealth Group
Georgia
$235K +$235K +2,137 New
PP
574
Patten & Patten
Tennessee
$235K +$235K +2,125 New
VCM
575
Vivaldi Capital Management
Illinois
$234K -$72.3K -656 -24%