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iShares Short Treasury Bond ETF

648 hedge funds and large institutions have $10.3B invested in iShares Short Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 243 increasing their positions, 256 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+14
Holders Change %
+2.21%
% of All Funds
10.33%
Holding in Top 10
96
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.03%
% of All Funds
1.53%
New
75
Increased
243
Reduced
256
Closed
54
Calls
$276K
Puts
Net Calls
+$276K
Net Calls Change
+$7.21M
Name Holding Trade Value Shares
Change
Shares
Change %
CMBA
601
C.M. Bidwell & Associates
Hawaii
$58.1K
SSB
602
Sandy Spring Bank
Maryland
$56.3K
Franklin Resources
603
Franklin Resources
California
$54.9K
HC
604
Hoese & Co
Minnesota
$53K
HCP
605
Hexagon Capital Partners
Arkansas
$45.6K
NS
606
NBC Securities
Alabama
$45K +$45K +414 New
WWP
607
WR Wealth Planners
Missouri
$42.1K +$6.74K +61 +19%
RFA
608
Resurgent Financial Advisors
Georgia
$41.9K -$45.3K -410 -52%
GI
609
Gradient Investments
Minnesota
$39.5K +$39.5K +358 New
NMG
610
New Millennium Group
Utah
$33.3K -$39.6K -358 -54%
WP
611
WealthShield Partners
North Carolina
$32.6K +$14.4K +130 +79%
GJIA
612
Glass Jacobson Investment Advisors
Maryland
$32.3K
TFG
613
Team Financial Group
California
$27.9K +$27.9K +253 New
BHWM
614
Beaird Harris Wealth Management
Texas
$27.2K +$27.2K +246 New
SWA
615
SOA Wealth Advisors
New York
$26.2K +$442 +4 +2%
FWP
616
FAS Wealth Partners
Kansas
$25.6K
NFSG
617
Newbridge Financial Services Group
Florida
$23K +$221 +2 +1%
TWM
618
Tradition Wealth Management
Minnesota
$22K
Kayne Anderson Rudnick Investment Management
619
Kayne Anderson Rudnick Investment Management
California
$19.4K
CCP
620
Clarkston Capital Partners
Michigan
$17.6K +$17.6K +159 New
GA
621
GoalVest Advisory
New York
$17.3K +$17.3K +157 New
AWM
622
Avior Wealth Management
Nebraska
$17.1K +$111 +1 +0.7%
JFA
623
JNBA Financial Advisors
Minnesota
$16.6K +$16.6K +150 New
JSAM
624
J. Safra Asset Management
New York
$15.5K +$15.5K +140 New
FGAM
625
Financial Gravity Asset Management
Texas
$15.4K -$4.1K -37 -21%