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iShares Short Treasury Bond ETF

673 hedge funds and large institutions have $9.5B invested in iShares Short Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 258 increasing their positions, 249 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.74%
Holding in Top 10
65
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.41%
% of All Funds
0.94%
New
75
Increased
258
Reduced
249
Closed
67
Calls
$420K
Puts
Net Calls
+$420K
Net Calls Change
+$420K
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
151
Avantax Advisory Services
Texas
$6.65M -$453K -4,097 -6%
Citigroup
152
Citigroup
New York
$6.62M -$1.72M -15,519 -21%
TIAM2
153
Tru Independence Asset Management 2
Oregon
$6.52M +$6.52M +58,966 New
ALC
154
Alexander Labrunerie & Co
Missouri
$6.23M +$6.23M +56,336 New
CFA
155
Camarda Financial Advisors
Florida
$6.2M -$3.83M -34,607 -38%
UBV
156
United Bank (Virginia)
Virginia
$6.07M -$222K -2,005 -4%
SCM
157
SOL Capital Management
Maryland
$5.91M +$612K +5,530 +12%
CA
158
Clearstead Advisors
Ohio
$5.89M -$3.47M -31,401 -37%
GLA
159
Good Life Advisors
Pennsylvania
$5.88M +$3.63M +32,768 +161%
AssetMark Inc
160
AssetMark Inc
California
$5.82M +$159K +1,440 +3%
MA
161
Mutual Advisors
Nebraska
$5.63M +$251K +2,271 +5%
RWM
162
Ritholtz Wealth Management
New York
$5.47M +$147K +1,330 +3%
CWM
163
Calamos Wealth Management
Illinois
$5.46M +$125K +1,129 +2%
HCC
164
Hirtle Callaghan & Co
Pennsylvania
$5.4M
WWM
165
Whalen Wealth Management
Nevada
$5.35M +$465K +4,205 +10%
JWCA
166
J.W. Cole Advisors
Florida
$5.24M +$1.05M +9,513 +25%
Mercer Global Advisors
167
Mercer Global Advisors
Colorado
$5.23M -$410K -3,711 -7%
HBT
168
Heartland Bank & Trust
Illinois
$5.17M -$492K -4,451 -9%
WCG
169
Weaver Consulting Group
California
$5.08M -$351K -3,173 -6%
CGA
170
Crescent Grove Advisors
Illinois
$5.05M -$3.81M -34,415 -43%
SKK
171
Shepherd Kaplan Krochuk
Massachusetts
$5.02M +$1.14M +10,262 +29%
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$4.96M +$287K +2,598 +6%
CHJWM
173
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.93M -$62.1K -564 -1%
AWM
174
AE Wealth Management
Kansas
$4.92M +$560K +5,059 +13%
ANTB
175
AMG National Trust Bank
Colorado
$4.9M -$3.29M -29,748 -40%