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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 %
MIA
151
MMBG Investment Advisors
Florida
$8.85M
ONB
152
Old National Bancorp
Indiana
$8.8M +$7.23M +65,429 +461%
AG
153
Ascent Group
Virginia
$8.66M +$7.57M +68,499 +696%
BNP Paribas Financial Markets
154
BNP Paribas Financial Markets
France
$8.62M -$3.01M -27,200 -26%
PWM
155
Paulson Wealth Management
Illinois
$8.6M +$413K +3,740 +5%
Corient Private Wealth
156
Corient Private Wealth
Florida
$8.49M +$1.69M +15,253 +25%
ACG
157
Allen Capital Group
Nebraska
$8.46M +$8.46M +76,552 New
KPWG
158
KFA Private Wealth Group
Virginia
$8.08M +$611K +5,531 +8%
UCFA
159
United Capital Financial Advisors
Texas
$8.04M -$2.86M -25,874 -26%
WLIM
160
White Lighthouse Investment Management
Massachusetts
$7.97M +$883K +7,992 +12%
MW
161
Marks Wealth
Maryland
$7.9M -$7.63K -69 -0.1%
TNBTD
162
Trustmark National Bank Trust Department
Mississippi
$7.84M -$75.5K -683 -1%
SMC
163
Smith, Moore & Co
Missouri
$7.8M -$10.3M -93,465 -57%
PAG
164
Private Advisor Group
New Jersey
$7.78M +$3.43M +31,024 +79%
AWM
165
Axxcess Wealth Management
California
$7.57M -$1.21M -10,995 -14%
DAS
166
Dynamic Advisor Solutions
Arizona
$7.48M -$1.64M -14,857 -18%
CGA
167
Crescent Grove Advisors
Illinois
$7.43M +$4.26M +38,509 +134%
KAS
168
Kestra Advisory Services
Texas
$7.32M +$801K +7,248 +12%
CS
169
Credit Suisse
Switzerland
$7.23M -$3.68M -33,317 -34%
TC
170
TAP Consulting
Missouri
$7.18M -$4M -36,192 -36%
NCM
171
New Capital Management
Texas
$7.18M +$2.55M +23,107 +55%
SFP
172
Shepherd Financial Partners
Massachusetts
$7.12M +$4.07M +36,812 +133%
ML
173
McAdam LLC
Pennsylvania
$7M +$7M +63,367 New
ANTB
174
AMG National Trust Bank
Colorado
$6.84M +$6.84M +61,878 New
SS
175
Simplicity Solutions
Minnesota
$6.77M +$1.82M +16,448 +37%