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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 %
SMFG
201
Sumitomo Mitsui Financial Group
Japan
$4.56M +$2.77M +25,177 +155%
MIA
202
MMBG Investment Advisors
Florida
$4.5M -$964K -8,750 -18%
FCA
203
FLC Capital Advisors
California
$4.44M -$1.45M -13,204 -25%
AWM
204
Alterna Wealth Management
Texas
$4.41M +$1.24M +11,300 +39%
SFP
205
Shepherd Financial Partners
Massachusetts
$4.33M -$995K -9,033 -19%
HBT
206
Heartland Bank & Trust
Illinois
$4.29M +$4.01M +36,408 +1,453%
GM
207
GeoWealth Management
Illinois
$4.26M -$1.29M -11,718 -23%
LHWM
208
Lake Hills Wealth Management
Texas
$4.22M +$2.12M +19,211 +100%
FHA
209
First Horizon Advisors
Tennessee
$4.21M +$283K +2,566 +7%
SWM
210
Spire Wealth Management
Virginia
$4.07M -$53.5M -484,949 -93%
LWM
211
Laidlaw Wealth Management
New York
$4.06M -$1.03M -9,329 -20%
PAS
212
Park Avenue Securities
New York
$4.04M -$134K -1,218 -3%
IFWM
213
Institute for Wealth Management
Colorado
$3.97M +$290K +2,636 +8%
1IA
214
1834 Investment Advisors
Wisconsin
$3.93M -$2.06M -18,744 -34%
SC
215
Sierra Capital
Florida
$3.88M -$4.91M -44,580 -56%
PAG
216
Private Advisor Group
New Jersey
$3.82M -$982K -8,919 -20%
BRWA
217
B. Riley Wealth Advisors
Florida
$3.74M -$470K -4,266 -11%
MOS
218
MGO One Seven
Ohio
$3.66M -$85.8K -779 -2%
GVAG
219
Great Valley Advisor Group
Delaware
$3.6M +$506K +4,591 +16%
IIM
220
Ironwood Investment Management
Massachusetts
$3.59M +$278K +2,521 +8%
NCM
221
New Capital Management
Texas
$3.59M -$7.68M -69,702 -68%
AWM
222
Axxcess Wealth Management
California
$3.55M +$1.06M +9,615 +42%
FAM
223
Frontier Asset Management
Wyoming
$3.48M +$1.87M +16,982 +117%
ARC
224
Advisor Resource Council
Texas
$3.46M +$3.46M +31,410 New
PFM
225
Patton Fund Management
Texas
$3.45M -$120K -1,086 -3%