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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 %
TPCW
126
TD Private Client Wealth
New York
$11.8M +$798K +7,223 +7%
SWP
127
Strategic Wealth Partners
Ohio
$11.6M +$1.96M +17,722 +20%
AIM
128
Astor Investment Management
Illinois
$11.6M -$5.82M -52,649 -33%
WAS
129
Winch Advisory Services
Wisconsin
$11.6M +$245K +2,219 +2%
WWM
130
WJ Wealth Management
Arizona
$11.5M +$11.5M +104,436 New
AF
131
Allworth Financial
California
$11.5M +$5.22M +47,210 +83%
WA
132
Wealth Alliance
New York
$11.2M -$508K -4,598 -4%
BIP
133
Blueprint Investment Partners
North Carolina
$11.2M -$12.2M -109,998 -52%
FGA
134
Fortis Group Advisors
New Jersey
$10.6M +$10.6M +95,643 New
CAMV
135
Concord Asset Management (Virginia)
Virginia
$10.4M +$5.21M +47,150 +99%
CWP
136
Concord Wealth Partners
Virginia
$10.3M +$4.33M +39,164 +72%
MWM
137
Mascoma Wealth Management
New Hampshire
$10.3M +$9.31M +84,333 +941%
HSBC Holdings
138
HSBC Holdings
United Kingdom
$10M -$5.4M -37,803 -35%
IPW
139
IronBridge Private Wealth
Texas
$10M +$6.09M +55,140 +156%
AWS
140
Arkfeld Wealth Strategies
Nebraska
$9.86M -$3.44M -31,256 -26%
VFA
141
Values First Advisors
Tennessee
$9.86M +$195K +1,763 +2%
AWM
142
Atticus Wealth Management
Florida
$9.84M -$16.7M -151,302 -63%
WCG
143
Weaver Consulting Group
California
$9.7M -$117K -1,063 -1%
Mirae Asset Global Investments
144
Mirae Asset Global Investments
South Korea
$9.59M +$4.82M +43,638 +101%
EFG
145
Ethos Financial Group
Pennsylvania
$9.45M -$837K -7,575 -8%
CFA
146
Camarda Financial Advisors
Florida
$9.24M +$9.24M +83,634 New
ODIJL
147
One Day In July LLC
Vermont
$8.96M +$1.43M +12,951 +19%
B
148
Barings
North Carolina
$8.93M -$34.2M -309,156 -79%
KL
149
KWMG LLC
Kansas
$8.9M +$190K +1,718 +2%
MWM
150
MinichMacGregor Wealth Management
New York
$8.9M -$167K -1,512 -2%