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iShares Short Treasury Bond ETF

695 hedge funds and large institutions have $9.91B invested in iShares Short Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 230 increasing their positions, 280 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+47
Holders Change %
+7.25%
% of All Funds
10.19%
Holding in Top 10
83
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-13.54%
% of All Funds
1.22%
New
120
Increased
230
Reduced
280
Closed
64
Calls
$3.32M
Puts
Net Calls
+$3.32M
Net Calls Change
+$3.04M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
76
Virtue Capital Management
Tennessee
$20.9M -$305K -2,765 -1%
SQA
77
Simon Quick Advisors
New Jersey
$20.8M -$400K -3,631 -2%
LF
78
Lee Financial
Texas
$20.5M +$1.71M +15,523 +9%
Financial Engines Advisors
79
Financial Engines Advisors
California
$19.6M -$2M -18,154 -9%
AWM
80
Able Wealth Management
New Jersey
$19.4M +$19.4M +176,323 New
SAM
81
Selway Asset Management
$19.2M +$5.2M +47,180 +37%
SPIA
82
Strategic Point Investment Advisors
Rhode Island
$18.9M +$187K +1,696 +1%
AllianceBernstein
83
AllianceBernstein
Tennessee
$18.4M +$56.6K +514 +0.3%
DWP
84
Destiny Wealth Partners
Florida
$18.2M +$5.62M +51,045 +45%
OBWG
85
Onyx Bridge Wealth Group
New York
$17.6M +$708K +6,433 +4%
CWP
86
Concord Wealth Partners
Virginia
$17.4M -$2.51M -22,819 -13%
MWM
87
Mascoma Wealth Management
New Hampshire
$17.3M +$926K +8,412 +6%
Wealthfront Advisers
88
Wealthfront Advisers
California
$17.1M -$53.2M -483,355 -76%
BOC
89
Bull Oak Capital
California
$16.9M +$9.94M +90,246 +142%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$16.8M +$2.71M +24,581 +19%
Jane Street
91
Jane Street
New York
$16.4M -$143M -1,295,457 -90%
TAM
92
Tucker Asset Management
Colorado
$16.2M -$5.43M -49,273 -25%
NYLIM
93
New York Life Investment Management
New York
$16M +$6.72M +61,057 +72%
CPCM
94
Cardinal Point Capital Management
Ontario, Canada
$16M +$14.1M +128,380 +780%
ODIJL
95
One Day In July LLC
Vermont
$15.4M +$967K +8,783 +7%
BSW
96
Buckingham Strategic Wealth
Missouri
$15.1M +$2.21M +20,035 +17%
ST
97
Smithfield Trust
Pennsylvania
$15.1M -$2.73M -24,783 -15%
OIA
98
OneDigital Investment Advisors
Kansas
$14.7M -$6.27M -56,914 -30%
AWA
99
Arete Wealth Advisors
Illinois
$14.7M +$14.7M +133,550 New
TM
100
Titan Managers
Arizona
$14.4M -$434K -3,937 -3%