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iShares Short Treasury Bond ETF

715 hedge funds and large institutions have $9.46B invested in iShares Short Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 249 increasing their positions, 267 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
+42
Holders Change %
+6.24%
% of All Funds
9.52%
Holding in Top 10
66
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.54%
% of All Funds
0.88%
New
111
Increased
249
Reduced
267
Closed
54
Calls
$220K
Puts
Net Calls
+$220K
Net Calls Change
-$200K
Name Holding Trade Value Shares
Change
Shares
Change %
IFWM
201
Institute for Wealth Management
Colorado
$4.14M +$1.24M +11,241 +43%
KeyBank National Association
202
KeyBank National Association
Ohio
$4.13M -$164K -1,492 -4%
MCM
203
MAI Capital Management
Ohio
$4.05M +$4.05M +36,741 New
GC
204
Gould Capital
Washington
$4.03M +$143K +1,299 +4%
FPW
205
Flagship Private Wealth
Massachusetts
$3.99M +$2.96M +26,921 +289%
IAS
206
Insigneo Advisory Services
Florida
$3.98M +$138K +1,253 +4%
AIP
207
Alexis Investment Partners
Texas
$3.97M +$3.97M +36,070 New
SWM
208
Spire Wealth Management
Virginia
$3.95M +$111K +1,012 +3%
PFM
209
Patton Fund Management
Texas
$3.9M -$386K -3,509 -9%
FA
210
Fountainhead AM
New Jersey
$3.89M +$793K +7,202 +26%
BCI
211
Brinker Capital Investments
Pennsylvania
$3.84M +$1.57M +14,228 +69%
OPS
212
Orion Portfolio Solutions
Nebraska
$3.84M +$1.57M +14,228 +69%
IHL
213
Investment House LLC
California
$3.74M -$1.05M -9,579 -22%
Susquehanna International Group
214
Susquehanna International Group
Pennsylvania
$3.74M -$5.19M -47,128 -58%
EAMA
215
EFG Asset Management (Americas)
Florida
$3.72M -$388K -3,525 -9%
SPWM
216
Spartan Planning & Wealth Management
North Carolina
$3.71M +$3.71M +33,698 New
MOS
217
MGO One Seven
Ohio
$3.63M +$123K +1,117 +4%
FAM
218
Frontier Asset Management
Wyoming
$3.6M -$255K -2,319 -7%
LFASL
219
Lugano Financial Advisors SA (LFA)
Switzerland
$3.56M +$3.56M +32,299 New
CSP
220
Cary Street Partners
Virginia
$3.51M +$3.51M +31,914 New
IIM
221
Ironwood Investment Management
Massachusetts
$3.49M +$65.4K +594 +2%
SW
222
SVB Wealth
Massachusetts
$3.45M +$3.45M +31,326 New
FFM
223
Forum Financial Management
Illinois
$3.43M +$668K +6,069 +24%
PP
224
Pacifica Partners
Canada
$3.31M +$246K +2,235 +8%
FA
225
Fiduciary Alliance
South Carolina
$3.3M +$35.8K +325 +1%