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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 %
JIR
176
James Investment Research
Ohio
$4.86M -$376K -3,402 -7%
BWM
177
Birchcreek Wealth Management
Ohio
$4.83M -$8.28M -74,806 -63%
IHL
178
Investment House LLC
California
$4.82M -$6.09K -55 -0.1%
DWP
179
Destiny Wealth Partners
Florida
$4.81M -$80.1K -724 -2%
AIM
180
Astor Investment Management
Illinois
$4.77M -$104K -939 -2%
AR
181
Advisory Research
Illinois
$4.66M -$1.79M -16,180 -28%
LWM
182
Laidlaw Wealth Management
New York
$4.66M +$57.5K +520 +1%
SA
183
Sanctuary Advisors
Indiana
$4.58M +$303K +2,746 +7%
QFA
184
Quattro Financial Advisors
Texas
$4.54M -$2.46M -22,252 -35%
MSFS
185
Main Street Financial Solutions
Pennsylvania
$4.49M +$626K +5,659 +16%
MWM
186
Meridian Wealth Management
Kentucky
$4.47M +$4.47M +40,406 New
DAS
187
Dynamic Advisor Solutions
Arizona
$4.47M +$158K +1,425 +4%
NWAG
188
Net Worth Advisory Group
Utah
$4.4M +$4.4M +39,811 New
CW
189
CreativeOne Wealth
Kansas
$4.4M +$4.4M +39,766 New
KAS
190
Kestra Advisory Services
Texas
$4.4M -$2.04M -18,479 -32%
KeyBank National Association
191
KeyBank National Association
Ohio
$4.31M +$1.99M +18,020 +86%
PFM
192
Patton Fund Management
Texas
$4.3M +$411K +3,719 +11%
OC
193
Oakworth Capital
Alabama
$4.3M -$27.5M -248,927 -87%
HZ
194
Hixon Zuercher
Ohio
$4.22M -$3.51M -31,753 -45%
EAMA
195
EFG Asset Management (Americas)
Florida
$4.13M -$367K -3,316 -8%
TGAM
196
TBH Global Asset Management
Tennessee
$4.12M +$1.23M +11,099 +42%
SFA
197
Sequoia Financial Advisors
Ohio
$4.1M -$1.33M -12,063 -25%
AI
198
Arrien Investments
Idaho
$4.02M +$1.06M +9,624 +36%
GC
199
Gould Capital
Washington
$3.91M +$119K +1,073 +3%
PCP
200
Proficio Capital Partners
Massachusetts
$3.88M -$377K -3,412 -9%