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iShares Short Treasury Bond ETF

680 hedge funds and large institutions have $8.4B invested in iShares Short Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 215 increasing their positions, 305 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
-15
Holders Change %
-2.16%
% of All Funds
9.86%
Holding in Top 10
68
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.07%
% of All Funds
0.99%
New
72
Increased
215
Reduced
305
Closed
77
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TM
101
Titan Managers
Arizona
$14.3M -$171K -1,545 -1%
PCMU
102
Paragon Capital Management (Utah)
Utah
$14.2M +$140K +1,264 +1%
IA
103
IFP Advisors
Florida
$13.9M +$2.88M +26,031 +26%
NYLIM
104
New York Life Investment Management
New York
$13.7M -$2.39M -21,612 -15%
MAM
105
Meeder Asset Management
Ohio
$13.3M +$13.3M +120,655 New
SWP
106
Strategic Wealth Partners
Ohio
$13.2M +$837K +7,576 +7%
GC
107
Guidance Capital
Kentucky
$13M +$738K +6,697 +6%
SPIO
108
Seven Post Investment Office
California
$12.9M +$1.5M +13,526 +13%
WAS
109
Winch Advisory Services
Wisconsin
$12.7M -$316K -2,862 -2%
AIA
110
Acute Investment Advisory
Arizona
$12.4M +$182K +1,648 +1%
SCI
111
Stableford Capital II
Arizona
$12M -$506K -4,574 -4%
BWM
112
Birchcreek Wealth Management
Ohio
$12M +$2.43M +21,938 +25%
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.9M +$1.25M +11,267 +12%
UWM
114
Udine Wealth Management
Florida
$11.9M -$332K -3,000 -3%
CFA
115
Camarda Financial Advisors
Florida
$11.8M -$580K -5,246 -5%
OIA
116
OneDigital Investment Advisors
Kansas
$11.6M -$3.18M -28,723 -21%
AI
117
Atria Investments
North Carolina
$11.5M -$690K -6,244 -6%
CA
118
Cetera Advisors
Colorado
$11.3M +$8.04M +72,770 +247%
AWA
119
Arete Wealth Advisors
Illinois
$11.1M -$3.62M -32,722 -25%
ML
120
Mayport LLC
Massachusetts
$10.9M +$1.07M +9,659 +11%
PA
121
Parallel Advisors
California
$10.4M -$32.9M -297,438 -76%
KL
122
KWMG LLC
Kansas
$10.3M +$332K +3,002 +3%
Mariner
123
Mariner
Kansas
$10.2M -$3.18M -28,738 -24%
CWMGP
124
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$10.2M +$10.2M +92,435 New
PWM
125
Paulson Wealth Management
Illinois
$9.96M +$251K +2,268 +3%