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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 %
PAG
576
Private Advisory Group
Washington
$231K -$1.69M -15,333 -88%
WPC
577
Wedmont Private Capital
Pennsylvania
$230K +$230K +2,088 New
CIC
578
Chilton Investment Company
Connecticut
$230K +$230K +2,080 New
WANY
579
Wealthspire Advisors (New York)
New York
$226K +$226K +2,043 New
HCA
580
Heck Capital Advisors
Wisconsin
$221K -$47K -425 -18%
WMA
581
Wealth Management Associates
New Jersey
$221K -$22.1K -200 -9%
CAG
582
Crestwood Advisors Group
Massachusetts
$221K -$173K -1,565 -44%
NL
583
NWAM LLC
Washington
$218K -$175K -1,585 -44%
SWM
584
Stockman Wealth Management
Montana
$218K +$218K +1,971 New
MFS
585
Madrona Financial Services
Washington
$218K
FTIS
586
First Trust Investment Solutions
Florida
$217K
IRC
587
Investors Research Corp
Georgia
$214K +$11.4K +103 +6%
BMC
588
Bear Mountain Capital
Washington
$213K
FCA
589
FinTrust Capital Advisors
South Carolina
$211K +$111K +1,000 +110%
QPWM
590
Quadrant Private Wealth Management
Pennsylvania
$210K
DWP
591
Daymark Wealth Partners
Ohio
$210K -$11.1K -100 -5%
SF
592
Synovus Financial
Georgia
$210K +$210K +1,897 New
WBC
593
West Branch Capital
Massachusetts
$209K +$774 +7 +0.4%
GWAM
594
Guardian Wealth Advisors (Minnesota)
Minnesota
$207K -$9.4K -85 -4%
VFA
595
Voya Financial Advisors
Connecticut
$206K +$206K +1,863 New
SSWM
596
Smith Salley Wealth Management
North Carolina
$203K
Deutsche Bank
597
Deutsche Bank
Germany
$203K
VF
598
VitalStone Financial
Texas
$202K +$2.65K +24 +1%
RFA
599
Resurgent Financial Advisors
Georgia
$202K -$29K -262 -13%
AWM
600
Avior Wealth Management
Nebraska
$176K +$159K +1,438 +922%