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iShares Short Treasury Bond ETF

672 hedge funds and large institutions have $9.33B invested in iShares Short Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 244 increasing their positions, 254 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-8
Holders Change %
-1.18%
% of All Funds
9.77%
Holding in Top 10
68
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.99%
New
70
Increased
244
Reduced
254
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
176
Spire Wealth Management
Virginia
$5.31M +$1.01M +9,130 +23%
SCM
177
SOL Capital Management
Maryland
$5.29M +$2.39M +21,614 +82%
JIR
178
James Investment Research
Ohio
$5.24M -$155K -1,403 -3%
SLWA
179
San Luis Wealth Advisors
California
$5.08M +$5.08M +45,938 New
CHJWM
180
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.01M -$373K -3,372 -7%
DWP
181
Destiny Wealth Partners
Florida
$4.88M -$13.6M -122,965 -74%
WWM
182
Whalen Wealth Management
Nevada
$4.88M -$18.1M -163,372 -79%
AIM
183
Astor Investment Management
Illinois
$4.87M -$1.29M -11,666 -21%
IHL
184
Investment House LLC
California
$4.82M +$32.2K +291 +0.7%
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$4.74M +$4.74M +42,900 New
TIM
186
Total Investment Management
Arizona
$4.72M +$3.1M +28,086 +191%
FFM
187
Forum Financial Management
Illinois
$4.67M +$1.14M +10,299 +32%
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$4.66M -$577K -5,227 -11%
FHA
189
First Horizon Advisors
Tennessee
$4.65M +$365K +3,307 +9%
LWM
190
Laidlaw Wealth Management
New York
$4.59M +$111K +1,001 +2%
National Bank of Canada
191
National Bank of Canada
Quebec, Canada
$4.58M -$1.07M -9,780 -19%
CF
192
Copperwynd Financial
Arizona
$4.56M +$4.56M +41,232 New
PS
193
Principal Securities
Iowa
$4.53M +$2.08M +18,780 +84%
EAMA
194
EFG Asset Management (Americas)
Florida
$4.49M +$1.32M +11,927 +42%
MIA
195
MMBG Investment Advisors
Florida
$4.46M -$62.4K -565 -1%
AWM
196
AE Wealth Management
Kansas
$4.36M +$1.17M +10,553 +37%
DAS
197
Dynamic Advisor Solutions
Arizona
$4.3M -$2.04M -18,469 -32%
SA
198
Sanctuary Advisors
Indiana
$4.28M +$4.28M +38,716 New
NA
199
NewEdge Advisors
Louisiana
$4.26M +$1.57M +14,169 +58%
AF
200
Advisornet Financial
Minnesota
$4.26M +$2M +18,064 +88%