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iShares Short Treasury Bond ETF

715 hedge funds and large institutions have $9.46B invested in iShares Short Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 249 increasing their positions, 267 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
+42
Holders Change %
+6.24%
% of All Funds
9.52%
Holding in Top 10
66
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.54%
% of All Funds
0.88%
New
111
Increased
249
Reduced
267
Closed
54
Calls
$220K
Puts
Net Calls
+$220K
Net Calls Change
-$200K
Name Holding Trade Value Shares
Change
Shares
Change %
CWMGP
101
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$12.5M -$3.1M -28,111 -20%
WAS
102
Winch Advisory Services
Wisconsin
$12.5M -$440K -3,994 -3%
SVCP
103
Silicon Valley Capital Partners
California
$12.3M +$12.3M +111,931 +329,209%
SC
104
Sierra Capital
Florida
$12M +$8.96M +81,329 +295%
UWM
105
Udine Wealth Management
Florida
$11.9M
KL
106
KWMG LLC
Kansas
$11.5M +$187K +1,699 +2%
SG Americas Securities
107
SG Americas Securities
New York
$11.5M +$11.5M +104,817 New
AFP
108
Ausdal Financial Partners
Iowa
$11.4M -$63.9M -579,918 -85%
AF
109
Advisornet Financial
Minnesota
$11M +$3.12M +28,378 +40%
PCMU
110
Paragon Capital Management (Utah)
Utah
$10.7M -$1.68M -15,260 -14%
RA
111
RFG Advisory
Alabama
$10.7M +$9M +81,740 +525%
AWM
112
Alterna Wealth Management
Texas
$10.5M +$3.31M +30,046 +46%
FC
113
Farringdon Capital
United Kingdom
$10.5M +$10.5M +95,364 New
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$10.3M +$1.05M +9,577 +11%
IWC
115
Integrated Wealth Concepts
Massachusetts
$10.1M -$1.72M -15,592 -14%
PCP
116
Proficio Capital Partners
Massachusetts
$10.1M +$6.27M +56,882 +162%
PWM
117
Paulson Wealth Management
Illinois
$10.1M +$553K +5,026 +6%
GS
118
GTS Securities
New York
$10M -$1.62M -14,688 -14%
ACS
119
Archford Capital Strategies
Illinois
$9.66M -$1.05M -9,530 -10%
Mariner
120
Mariner
Kansas
$9.55M -$776K -7,047 -8%
AWS
121
Atria Wealth Solutions
New York
$9.34M +$1.88M +17,093 +25%
KPWG
122
KFA Private Wealth Group
Virginia
$9.3M -$930K -8,450 -9%
MWM
123
Meridian Wealth Management
Kentucky
$9.15M +$4.7M +42,724 +106%
CGA
124
Crescent Grove Advisors
Illinois
$9.04M +$4.02M +36,513 +80%
SMFG
125
Sumitomo Mitsui Financial Group
Japan
$9.03M -$2.58M -23,423 -22%