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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 %
FAM
201
Frontier Asset Management
Wyoming
$3.87M +$78.5K +710 +2%
IAS
202
Insigneo Advisory Services
Florida
$3.86M +$6.64K +60 +0.2%
SWM
203
Spire Wealth Management
Virginia
$3.86M -$1.46M -13,195 -27%
VA
204
Vident Advisory
Georgia
$3.82M +$3.82M +34,570 New
AIS
205
American Investment Services
Massachusetts
$3.71M +$492K +4,446 +15%
SC
206
Scotia Capital
Ontario, Canada
$3.65M +$1.04M +9,438 +40%
MIA
207
MMBG Investment Advisors
Florida
$3.63M -$836K -7,560 -19%
CAL
208
Capital Advisors Ltd
Ohio
$3.6M +$129K +1,165 +4%
MOS
209
MGO One Seven
Ohio
$3.53M -$9.18K -83 -0.3%
BOC
210
Bull Oak Capital
California
$3.51M -$4.77M -43,072 -58%
OIA
211
OneDigital Investment Advisors
Kansas
$3.45M -$7.8M -70,524 -69%
NA
212
NewEdge Advisors
Louisiana
$3.45M -$823K -7,442 -19%
IIM
213
Ironwood Investment Management
Massachusetts
$3.44M +$188K +1,696 +6%
PAS
214
Park Avenue Securities
New York
$3.36M +$2.52M +22,743 +297%
SWA
215
Stratos Wealth Advisors
Ohio
$3.35M +$1.91M +17,238 +132%
FA
216
Fiduciary Alliance
South Carolina
$3.28M -$589K -5,326 -15%
BL
217
Balentine LLC
Georgia
$3.28M
JSSH
218
J. Safra Sarasin Holding
$3.27M +$1.34M +12,073 +69%
NCM
219
New Capital Management
Texas
$3.27M +$25.3K +229 +0.8%
WA
220
Wealth Alliance
New York
$3.14M +$343K +3,098 +12%
GAM
221
Gould Asset Management
California
$3.11M +$304K +2,747 +11%
FA
222
Fountainhead AM
New Jersey
$3.11M -$71.8K -649 -2%
NW
223
NewEdge Wealth
Pennsylvania
$3.08M +$3.08M +27,819 New
PP
224
Pacifica Partners
Canada
$3.08M +$1.09M +9,883 +55%
SC
225
Sierra Capital
Florida
$3.05M -$450K -4,065 -13%