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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 %
CAMV
101
Concord Asset Management (Virginia)
Virginia
$14.3M +$1.12M +10,188 +9%
PCMU
102
Paragon Capital Management (Utah)
Utah
$14.1M -$1.1M -10,024 -7%
DIM
103
Delta Investment Management
California
$13.9M -$364K -3,309 -3%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$13.9M +$9.46M +85,916 +214%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$13.7M +$5.92M +53,760 +76%
WLIM
106
White Lighthouse Investment Management
Massachusetts
$13.6M +$1.39M +12,599 +11%
Mariner
107
Mariner
Kansas
$13.4M -$170M -1,539,682 -93%
SFA
108
Sequoia Financial Advisors
Ohio
$13M +$13M +118,265 New
WAS
109
Winch Advisory Services
Wisconsin
$12.9M -$78.3K -711 -0.6%
GA
110
GFS Advisors
Texas
$12.8M +$865K +7,858 +7%
CL
111
Choreo LLC
Illinois
$12.5M +$6.38M +57,914 +104%
SCI
112
Stableford Capital II
Arizona
$12.5M -$8.89M -80,584 -42%
SWP
113
Strategic Wealth Partners
Ohio
$12.4M -$761K -6,911 -6%
CFA
114
Camarda Financial Advisors
Florida
$12.3M +$93.1K +845 +0.8%
GC
115
Guidance Capital
Kentucky
$12.2M -$50.6M -459,149 -80%
AIA
116
Acute Investment Advisory
Arizona
$12.2M -$310K -2,811 -2%
UWM
117
Udine Wealth Management
Florida
$12.2M -$441K -4,000 -3%
AI
118
Atria Investments
North Carolina
$12.2M +$3.53M +32,045 +41%
LBC
119
Lowe Brockenbrough & Co
Virginia
$11.6M +$257K +2,331 +2%
SFA
120
Semmax Financial Advisors
North Carolina
$11.5M -$855K -7,755 -7%
SPIO
121
Seven Post Investment Office
California
$11.4M +$6.2M +56,324 +120%
IA
122
IFP Advisors
Florida
$11M +$5.98M +54,285 +119%
PWPCM
123
Perella Weinberg Partners Capital Management
New York
$11M -$1.2M -10,881 -10%
BPC
124
Banque Pictet & Cie
Switzerland
$11M +$2.59M +23,542 +31%
BW
125
Bison Wealth
Georgia
$10.7M -$734K -6,668 -6%