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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 %
HNB
576
Huntington National Bank
Ohio
$264K -$232K
MWM
577
MGB Wealth Management
Texas
$264K +$264K +2,393 New
PCFFS
578
Pacific Center for Financial Services
California
$258K -$75.1K -682 -23%
BMM
579
Buffington Mohr McNeal
Idaho
$256K +$256K +2,323 New
SFP
580
Strategic Financial Partners
Oregon
$254K +$5.4K +49 +2%
SIS
581
Sound Income Strategies
Florida
$252K +$249K +2,258 +8,363%
BCG
582
Breakwater Capital Group
New Jersey
$250K +$250K +2,260 New
MA
583
Montag & Associates
Georgia
$249K
LWMG
584
Levy Wealth Management Group
Pennsylvania
$248K
RMAM
585
Raab & Moskowitz Asset Management
New Jersey
$247K
FWM
586
Fonville Wealth Management
Virginia
$245K +$245K +2,222 New
BG
587
Benedetti & Gucer
Georgia
$243K
WMA
588
Wealth Management Associates
New Jersey
$242K
CCWM
589
Cassaday & Co Wealth Management
Virginia
$241K -$6.17K -56 -2%
EMAM
590
Encompass More Asset Management
California
$241K +$241K +2,187 New
CAM
591
Cresset Asset Management
Illinois
$233K -$24.1K -219 -9%
FP
592
Fiduciary Planning
Florida
$230K +$230K +2,090 New
RFA
593
Resurgent Financial Advisors
Georgia
$230K +$188K +1,706 +450%
CWM
594
Chicago Wealth Management
Illinois
$229K -$28.4K -258 -11%
BOSSRA
595
B.O.S.S. Retirement Advisors
Utah
$226K +$226K +2,048 New
DWP
596
Daymark Wealth Partners
Ohio
$220K
MFS
597
Madrona Financial Services
Washington
$217K -$219K -1,990 -50%
FTIS
598
First Trust Investment Solutions
Florida
$216K +$216K +1,962 New
GWAM
599
Guardian Wealth Advisors (Minnesota)
Minnesota
$216K +$13.2K +120 +7%
FF
600
Friedenthal Financial
New Jersey
$215K +$215K +1,951 New