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iShares Short Treasury Bond ETF

695 hedge funds and large institutions have $9.91B invested in iShares Short Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 230 increasing their positions, 280 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+47
Holders Change %
+7.25%
% of All Funds
10.19%
Holding in Top 10
83
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-13.54%
% of All Funds
1.22%
New
120
Increased
230
Reduced
280
Closed
64
Calls
$3.32M
Puts
Net Calls
+$3.32M
Net Calls Change
+$3.04M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
176
Calamos Wealth Management
Illinois
$6.45M -$2M -18,146 -24%
WP
177
WealthSource Partners
California
$6.37M +$3.22M +29,249 +102%
AWS
178
Atria Wealth Solutions
New York
$6.33M +$332K +3,018 +6%
FTUS
179
Flow Traders U.S.
New York
$6.31M -$8.82M -80,059 -58%
BL
180
Balentine LLC
Georgia
$6.27M
GFA
181
Gallagher Fiduciary Advisors
Illinois
$6.12M +$68.3K +620 +1%
Baird Financial Group
182
Baird Financial Group
Wisconsin
$6.12M +$4.7M +42,686 +331%
JIR
183
James Investment Research
Ohio
$6M -$273K -2,479 -4%
ACS
184
Archford Capital Strategies
Illinois
$5.88M +$1.44M +13,052 +32%
CWA
185
Capital Wealth Alliance
Arizona
$5.85M +$1.39M +12,599 +31%
WWM
186
WJ Wealth Management
Arizona
$5.85M -$9.48M -86,124 -62%
Citigroup
187
Citigroup
New York
$5.85M -$6.17K -56 -0.1%
VT
188
Vise Technologies
New York
$5.78M +$3.95M +35,895 +217%
JWCA
189
J.W. Cole Advisors
Florida
$5.55M -$372K -3,375 -6%
MFC
190
Morris Financial Concepts
South Carolina
$5.53M +$271K +2,458 +5%
ACG
191
Allen Capital Group
Nebraska
$5.41M -$4.1M -37,206 -43%
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$5.25M -$11.3M -102,611 -68%
CA
193
CoreCap Advisors
Michigan
$5.2M -$3.24M -29,447 -38%
MWM
194
Meridian Wealth Management
Kentucky
$5.05M -$4.46M -40,527 -47%
ANTB
195
AMG National Trust Bank
Colorado
$4.94M +$403K +3,660 +9%
MBT
196
Montecito Bank & Trust
California
$4.73M +$411K +3,735 +10%
HPC
197
HM Payson & Co
Maine
$4.72M -$191K -1,733 -4%
FTS
198
Fifth Third Securities
Ohio
$4.71M +$145K +1,321 +3%
IHL
199
Investment House LLC
California
$4.71M +$2.21M +20,030 +88%
CAL
200
Capital Advisors Ltd
Ohio
$4.64M -$378K -3,433 -8%