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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 %
SPIA
101
Steward Partners Investment Advisory
New York
$17.3M +$4.64M +42,036 +37%
US Bancorp
102
US Bancorp
Minnesota
$17.1M +$12.2M +110,547 +252%
DWP
103
Destiny Wealth Partners
Florida
$16.5M +$161K +1,456 +1%
CC
104
Cadinha & Co
Hawaii
$16.1M +$12.6M +113,761 +360%
NCM
105
Northland Capital Management
Minnesota
$15.9M +$9.95M +90,008 +167%
DRS
106
Deane Retirement Strategies
Louisiana
$15.8M +$15.8M +143,133 New
CRWM
107
Castle Rock Wealth Management
California
$15.4M +$15.1M +137,257 +6,202%
UBV
108
United Bank (Virginia)
Virginia
$15.3M -$19.5M -176,889 -56%
TM
109
Titan Managers
Arizona
$14.6M -$18.1K -164 -0.1%
Fidelity International
110
Fidelity International
Bermuda
$14.5M +$14.5M +131,137 New
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$14.5M +$935K +8,466 +7%
PA
112
Perennial Advisors
New York
$14.3M +$6.43M +58,227 +82%
PAS
113
Park Avenue Securities
New York
$14M +$542K +4,907 +4%
PCMU
114
Paragon Capital Management (Utah)
Utah
$14M +$1.74M +15,703 +14%
BCM
115
Beaumont Capital Management
Massachusetts
$13.7M +$13.7M +124,011 New
CA
116
Cetera Advisors
Colorado
$13.2M +$1.66M +15,050 +14%
MMA
117
Miracle Mile Advisors
California
$13.2M -$2.86M -25,910 -18%
NP
118
Nilsine Partners
Colorado
$13.2M +$13.2M +119,053 New
LBC
119
Lowe Brockenbrough & Co
Virginia
$13.1M +$215K +1,948 +2%
ST
120
Smithfield Trust
Pennsylvania
$12.8M -$975K -8,820 -7%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$12.8M -$3.37M -30,456 -21%
RVM
122
Robinson Value Management
Texas
$12.6M +$12.6M +114,039 New
BS
123
Banco Santander
Spain
$12.6M -$14.3M -129,128 -53%
IA
124
IFP Advisors
Florida
$12.4M -$16M -145,432 -56%
NAG
125
Northstar Advisory Group
New Jersey
$12.1M -$3.19M -28,891 -21%