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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 %
AFC
151
Adaptive Financial Consulting
Ohio
$6.97M +$6.97M +63,049 New
PCM
152
Penserra Capital Management
California
$6.78M +$6.77M +61,250 +91,418%
UCFA
153
United Capital Financial Advisors
Texas
$6.75M -$264K -2,386 -4%
BPC
154
Banque Pictet & Cie
Switzerland
$6.69M -$4.31M -38,975 -39%
SKK
155
Shepherd Kaplan Krochuk
Massachusetts
$6.69M -$151K -1,370 -2%
DWM
156
Drive Wealth Management
Utah
$6.68M -$21.4K -194 -0.3%
Citigroup
157
Citigroup
New York
$6.66M +$787K +7,121 +13%
MWM
158
Meridian Wealth Management
Kentucky
$6.64M +$1.57M +14,228 +31%
BIP
159
Blueprint Investment Partners
North Carolina
$6.63M +$6.42M +58,099 +3,061%
WP
160
Westmount Partners
California
$6.54M +$6.54M +59,207 New
UBV
161
United Bank (Virginia)
Virginia
$6.54M -$658K -5,955 -9%
Citadel Advisors
162
Citadel Advisors
Florida
$6.53M +$3.1M +28,037 +90%
PCP
163
Proficio Capital Partners
Massachusetts
$6.44M -$1.79M -16,038 -22%
KAS
164
Kestra Advisory Services
Texas
$6.41M -$366K -3,314 -5%
PAG
165
Private Advisor Group
New Jersey
$6.35M +$2.52M +22,837 +66%
DAS
166
Dynamic Advisor Solutions
Arizona
$6.35M -$1.34M -12,158 -17%
CA
167
CoreCap Advisors
Michigan
$6.26M +$1.04M +9,416 +20%
AIM
168
Astor Investment Management
Illinois
$6.16M -$2.51M -22,691 -29%
GFA
169
Gallagher Fiduciary Advisors
Illinois
$6.08M -$69.1K -625 -1%
SFA
170
Sequoia Financial Advisors
Ohio
$6.02M -$7.06M -63,836 -54%
CWM
171
Calamos Wealth Management
Illinois
$5.99M -$487K -4,403 -8%
ACS
172
Archford Capital Strategies
Illinois
$5.89M -$10.1K -91 -0.2%
WCG
173
Weaver Consulting Group
California
$5.88M -$916K -8,283 -13%
CASC
174
Coppell Advisory Solutions Corp
Texas
$5.74M +$5.74M +51,900 New
AR
175
Advisory Research
Illinois
$5.69M -$1M -9,070 -15%