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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 %
RJA
51
Raymond James & Associates
Florida
$35.2M -$14M -126,588 -28%
SW
52
SVB Wealth
Massachusetts
$34.1M -$50.7M -459,103 -60%
IWC
53
Integrated Wealth Concepts
Massachusetts
$33.9M +$605K +5,472 +2%
NQWM
54
Northwest Quadrant Wealth Management
Oregon
$33M -$320K -2,893 -1%
TC
55
TownSquare Capital
Utah
$32.2M +$4.34M +39,267 +16%
GRP
56
Global Retirement Partners
California
$31.8M -$262K -2,366 -0.8%
MSWM
57
Mader & Shannon Wealth Management
Missouri
$30.7M -$3.12M -28,180 -9%
Creative Planning
58
Creative Planning
Kansas
$30.5M -$2.05M -18,507 -6%
OC
59
Oppenheimer & Co
New York
$29.6M +$6.1M +55,149 +26%
AP
60
Americana Partners
Texas
$29.1M -$8.52M -77,075 -23%
SPIA
61
Steward Partners Investment Advisory
New York
$28.2M +$1.69M +15,279 +6%
OSAM
62
O'Shaughnessy Asset Management
Connecticut
$28M -$40.3M -364,941 -59%
CFC
63
Client First Capital
California
$27M -$7.92M -71,645 -23%
CPCM
64
Cardinal Point Capital Management
Ontario, Canada
$25.9M +$9.85M +89,120 +62%
TFM
65
TFC Financial Management
Massachusetts
$25.2M +$916K +8,286 +4%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$25.2M +$3.05M +27,587 +14%
KPWG
67
KFA Private Wealth Group
Virginia
$24.1M +$1.36M +12,327 +6%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$23.4M +$9.65M +87,333 +70%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$23.1M -$2.73M -24,708 -11%
WWM
70
Whalen Wealth Management
Nevada
$22.9M +$198K +1,792 +0.9%
LF
71
Lee Financial
Texas
$22.1M +$1.53M +13,880 +7%
4WM
72
49 Wealth Management
Texas
$21.9M -$23.1K -210 -0.1%
DIM
73
Delta Investment Management
California
$21.2M +$7.27M +65,813 +52%
MKA
74
M. Kulyk & Associates
Georgia
$21.2M -$780K -7,055 -4%
SQA
75
Simon Quick Advisors
New Jersey
$20.7M -$181K -1,640 -0.9%