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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 %
CFC
51
Client First Capital
California
$33.4M -$515K -4,675 -2%
NQWM
52
Northwest Quadrant Wealth Management
Oregon
$33.3M +$450K +4,086 +1%
FEG
53
Fund Evaluation Group
Ohio
$33M +$191K +1,739 +0.6%
Goldman Sachs
54
Goldman Sachs
New York
$32.6M +$10.9M +98,732 +50%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$29.8M +$11.7M +105,838 +64%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$29.5M +$10.7M +66,137 +57%
WWM
57
Whalen Wealth Management
Nevada
$28.9M +$23.6M +214,280 +443%
CWP
58
Concord Wealth Partners
Virginia
$28.9M +$8.65M +78,521 +43%
WLIM
59
White Lighthouse Investment Management
Massachusetts
$28M +$5.37M +48,772 +24%
BS
60
Banco Santander
Spain
$28M +$2.99M +27,111 +12%
OC
61
Oppenheimer & Co
New York
$27.7M -$3.37M -30,564 -11%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$26.8M -$158K -1,435 -0.6%
CAMV
63
Concord Asset Management (Virginia)
Virginia
$26.6M +$8.42M +76,433 +46%
AP
64
Americana Partners
Texas
$26.6M -$6.05M -54,940 -19%
HighTower Advisors
65
HighTower Advisors
Illinois
$25M +$9.65M +87,667 +63%
ACM
66
Allred Capital Management
Texas
$24.7M -$1.35M -12,240 -5%
Osaic Holdings
67
Osaic Holdings
Arizona
$24.5M -$15.1M -137,673 -38%
LF
68
Lee Financial
Texas
$24.4M -$316K -2,872 -1%
MKA
69
M. Kulyk & Associates
Georgia
$22.5M +$528K +4,799 +2%
AWM
70
Able Wealth Management
New Jersey
$22.4M +$1.89M +17,210 +9%
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$22.1M +$4M +36,317 +22%
DIM
72
Delta Investment Management
California
$22M -$2.38M -21,630 -10%
CAG
73
Cypress Advisory Group
Arizona
$21.4M +$21.4M +194,667 New
SQA
74
Simon Quick Advisors
New Jersey
$20.5M +$1.32K +12 +0%
SPIA
75
Strategic Point Investment Advisors
Rhode Island
$20.1M +$459K +4,168 +2%