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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 %
IPW
601
Impact Partnership Wealth
Georgia
$173K -$186K -1,687 -52%
BSWA
602
Bromfield Sneider Wealth Advisors
Massachusetts
$160K
RA
603
Rational Advisors
New York
$157K -$37.6K -340 -19%
FRA
604
Front Row Advisors
California
$153K -$23.2K -210 -13%
MFA
605
Morling Financial Advisors
California
$131K +$131K +1,186 New
AWM
606
AllSquare Wealth Management
New York
$130K +$30.1K +272 +30%
CA
607
Continuum Advisory
Idaho
$117K +$117K +1,065 New
NSIM
608
North Star Investment Management
Illinois
$111K
MA
609
Montag & Associates
Georgia
$100K -$150K -1,359 -60%
TF
610
Tompkins Financial
New York
$99.5K
TRCT
611
Tower Research Capital (TRC)
New York
$99K -$44.8K -405 -31%
JWA
612
JFS Wealth Advisors
Pennsylvania
$97.5K
SOS
613
Silver Oak Securities
Tennessee
$93.8K -$185K -1,671 -66%
AIM
614
Anchor Investment Management
South Carolina
$93.5K
RS
615
Rakuten Securities
Japan
$89.1K +$89.1K +806 New
SHIM
616
Stone House Investment Management
Pennsylvania
$88.1K -$20.8K -188 -19%
HI
617
Harbour Investments
Wisconsin
$82.2K +$1.99K +18 +2%
Lazard Asset Management
618
Lazard Asset Management
New York
$72K -$188K
HCM
619
Hollencrest Capital Management
California
$71.9K
SIS
620
Sound Income Strategies
Florida
$68.8K -$184K -1,662 -73%
CAM
621
Clarity Asset Management
Iowa
$68K +$553 +5 +0.8%
BTI
622
Blue Trust Inc
Georgia
$66.1K -$112K -1,014 -63%
PCFFS
623
Pacific Center for Financial Services
California
$65.8K -$193K -1,745 -75%
AFWM
624
Abich Financial Wealth Management
Virginia
$65.2K +$23.7K +214 +57%
T
625
Tidemark
California
$64.7K