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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 %
National Bank of Canada
176
National Bank of Canada
Quebec, Canada
$5.68M +$3.41M +30,996 +151%
MFC
177
Morris Financial Concepts
South Carolina
$5.67M +$119K +1,073 +2%
JWCA
178
J.W. Cole Advisors
Florida
$5.64M +$69.4K +628 +1%
HBT
179
Heartland Bank & Trust
Illinois
$5.44M +$1.13M +10,262 +26%
JIR
180
James Investment Research
Ohio
$5.39M -$631K -5,707 -10%
CHJWM
181
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.38M -$1.25M -11,304 -19%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$5.24M -$26.3K -238 -0.5%
RWM
183
Ritholtz Wealth Management
New York
$5.15M -$42.8M -387,432 -89%
FTS
184
Fifth Third Securities
Ohio
$5.1M +$370K +3,346 +8%
FCA
185
FLC Capital Advisors
California
$4.91M +$454K +4,111 +10%
AWM
186
Alterna Wealth Management
Texas
$4.86M +$429K +3,882 +10%
QC
187
Quadrature Capital
United Kingdom
$4.83M +$4.83M +43,704 New
IHL
188
Investment House LLC
California
$4.79M +$67.2K +608 +1%
VT
189
Vise Technologies
New York
$4.67M -$1.13M -10,202 -19%
ANTB
190
AMG National Trust Bank
Colorado
$4.54M -$421K -3,805 -8%
MIA
191
MMBG Investment Advisors
Florida
$4.5M
LWM
192
Laidlaw Wealth Management
New York
$4.48M +$406K +3,673 +10%
SFP
193
Shepherd Financial Partners
Massachusetts
$4.37M +$23.8K +215 +0.5%
SWM
194
Spire Wealth Management
Virginia
$4.3M +$230K +2,078 +6%
FHA
195
First Horizon Advisors
Tennessee
$4.29M +$65K +588 +2%
1IA
196
1834 Investment Advisors
Wisconsin
$4.23M +$287K +2,594 +7%
BRWA
197
B. Riley Wealth Advisors
Florida
$4.22M +$471K +4,266 +13%
PCIG
198
Partners Capital Investment Group
Massachusetts
$4.04M +$4.04M +36,516 New
HPC
199
HM Payson & Co
Maine
$4.02M -$718K -6,495 -15%
AAS
200
Avantax Advisory Services
Texas
$3.89M -$22.2M -200,405 -85%