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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 %
BPA
601
Beacon Pointe Advisors
California
$214K -$260K -2,359 -55%
BMC
602
Bear Mountain Capital
Washington
$213K +$213K +1,931 New
EWA
603
ERTS Wealth Advisors
Michigan
$211K +$1.43K +13 +0.7%
QPWM
604
Quadrant Private Wealth Management
Pennsylvania
$210K +$210K +1,903 New
BIP
605
Blueprint Investment Partners
North Carolina
$209K -$14.3M -129,419 -99%
WFS
606
Walker Financial Services
Kentucky
$208K -$237K -2,155 -53%
WBC
607
West Branch Capital
Massachusetts
$207K -$338K -3,066 -62%
SSWM
608
Smith Salley Wealth Management
North Carolina
$203K
IRC
609
Investors Research Corp
Georgia
$202K -$10.9K -99 -5%
Deutsche Bank
610
Deutsche Bank
Germany
$202K
VF
611
VitalStone Financial
Texas
$199K -$41.2K -373 -17%
RA
612
Rational Advisors
New York
$194K +$194K +1,762 New
Lazard Asset Management
613
Lazard Asset Management
New York
$188K -$476K
CFO
614
CVA Family Office
Colorado
$181K +$181K +1,644 New
BTI
615
Blue Trust Inc
Georgia
$178K -$4.09K -37 -2%
FRA
616
Front Row Advisors
California
$175K
BSWA
617
Bromfield Sneider Wealth Advisors
Massachusetts
$160K
TRCT
618
Tower Research Capital (TRC)
New York
$143K +$24.9K +226 +21%
NSIM
619
North Star Investment Management
Illinois
$110K
SHIM
620
Stone House Investment Management
Pennsylvania
$108K -$8.55M -77,595 -99%
RCM
621
Raleigh Capital Management
North Carolina
$105K
FCA
622
FinTrust Capital Advisors
South Carolina
$99.7K
AWM
623
AllSquare Wealth Management
New York
$99.6K
TF
624
Tompkins Financial
New York
$99.1K
JWA
625
JFS Wealth Advisors
Pennsylvania
$97.1K