SHV icon

iShares Short Treasury Bond ETF

715 hedge funds and large institutions have $9.46B invested in iShares Short Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 249 increasing their positions, 267 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
+42
Holders Change %
+6.24%
% of All Funds
9.52%
Holding in Top 10
66
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.54%
% of All Funds
0.88%
New
111
Increased
249
Reduced
267
Closed
54
Calls
$220K
Puts
Net Calls
+$220K
Net Calls Change
-$200K
Name Holding Trade Value Shares
Change
Shares
Change %
WIP
626
WealthCare Investment Partners
Rhode Island
$208K +$2.42K +22 +1%
VT
627
Vise Technologies
New York
$205K +$205K +1,859 New
LFA
628
Lauterbach Financial Advisors
Texas
$204K +$3.3K +30 +2%
SSWM
629
Smith Salley Wealth Management
North Carolina
$203K
TFF
630
The Family Firm
Maryland
$202K +$202K +1,832 New
BHWM
631
Beaird Harris Wealth Management
Texas
$184K
RVM
632
Robinson Value Management
Texas
$175K -$7.65M -69,470 -98%
IRC
633
Investors Research Corp
Georgia
$174K +$2.75K +25 +2%
GM
634
GeoWealth Management
Illinois
$170K +$8.26K +75 +5%
CIBC Private Wealth Group
635
CIBC Private Wealth Group
Georgia
$169K +$48.5K +440 +40%
HPC
636
HM Payson & Co
Maine
$168K +$168K +1,527 New
VFA
637
Values First Advisors
Tennessee
$164K +$123K +1,112 +294%
SFA
638
Semmax Financial Advisors
North Carolina
$152K +$1.54K +14 +1%
FRA
639
Front Row Advisors
California
$147K
VHAM
640
Van Hulzen Asset Management
California
$136K +$136K +1,234 New
AWM
641
AllSquare Wealth Management
New York
$130K -$1.21K -11 -0.9%
AWM
642
Avior Wealth Management
Nebraska
$125K -$23.9K -217 -16%
HI
643
Harbour Investments
Wisconsin
$122K +$37.2K +338 +44%
Q1WB
644
Quest 10 Wealth Builders
Virginia
$104K +$104K +948 New
GWM
645
Geneos Wealth Management
Colorado
$97.7K -$661 -6 -0.7%
KIM
646
Kestra Investment Management
Texas
$96.8K +$96.8K +879 New
AIM
647
Anchor Investment Management
South Carolina
$93.2K
CA
648
Continuum Advisory
Idaho
$91.4K -$26.2K -238 -22%
BA
649
Bristlecone Advisors
Washington
$82.6K
LFA
650
LGT Financial Advisors
Texas
$75.3K -$36.2K -329 -32%