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iShares Short Treasury Bond ETF

612 hedge funds and large institutions have $14.2B invested in iShares Short Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 243 increasing their positions, 205 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
+17
Holders Change %
+2.86%
% of All Funds
9.8%
Holding in Top 10
96
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+12.94%
% of All Funds
1.54%
New
101
Increased
243
Reduced
205
Closed
68
Calls
Puts
$6.38M
Net Calls
-$6.38M
Net Calls Change
-$6.38M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
76
TownSquare Capital
Utah
$23.3M +$2.83M +25,568 +14%
Financial Engines Advisors
77
Financial Engines Advisors
California
$23.1M -$2.97M -26,910 -11%
GT
78
Greenleaf Trust
Michigan
$22.7M -$3.2M -29,003 -12%
PCP
79
Proficio Capital Partners
Massachusetts
$22.5M +$13.8M +125,128 +160%
CAN
80
Cetera Advisor Networks
California
$22.3M +$2.64M +23,927 +13%
AFG
81
Affinia Financial Group
Massachusetts
$22.2M +$18.9M +171,635 +582%
GM
82
GeoWealth Management
Illinois
$22.2M +$13M +118,088 +143%
TFM
83
TFC Financial Management
Massachusetts
$21.5M +$21.5M +194,222 New
PCS
84
Personal CFO Solutions
New Jersey
$21.2M +$3.17M +28,658 +18%
AAS
85
Avantax Advisory Services
Texas
$21.1M +$963K +8,716 +5%
LF
86
Lee Financial
Texas
$20.3M +$17.5M +157,943 +623%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$20.1M -$3.24M -29,313 -14%
BL
88
Balentine LLC
Georgia
$19.7M -$1.19M -10,777 -6%
QFA
89
Quattro Financial Advisors
Texas
$19.7M +$323K +2,925 +2%
IWC
90
Integrated Wealth Concepts
Massachusetts
$19.6M -$41M -370,814 -68%
GVAG
91
Great Valley Advisor Group
Delaware
$19.4M +$19.4M +176,020 New
TPWA
92
TRUE Private Wealth Advisors
Oregon
$19.4M -$31.7M -286,499 -62%
SC
93
Sierra Capital
Florida
$19.2M +$18M +162,558 +1,454%
SPIA
94
Strategic Point Investment Advisors
Rhode Island
$18.3M +$369K +3,336 +2%
SL
95
SWMG LLC
Texas
$18.1M +$1.39M +12,588 +8%
OC
96
Oppenheimer & Co
New York
$17.7M -$267K -2,418 -1%
PFG
97
Pacific Financial Group
Washington
$17.7M -$2.73M -24,681 -13%
OIA
98
OneDigital Investment Advisors
Kansas
$17.6M +$3.8M +34,366 +27%
CFC
99
Client First Capital
California
$17.4M +$17.4M +157,809 New
1IA
100
1834 Investment Advisors
Wisconsin
$17.3M +$16.4M +148,459 +1,756%