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iShares Short Treasury Bond ETF

680 hedge funds and large institutions have $8.4B invested in iShares Short Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 215 increasing their positions, 305 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
-15
Holders Change %
-2.16%
% of All Funds
9.86%
Holding in Top 10
68
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.07%
% of All Funds
0.99%
New
72
Increased
215
Reduced
305
Closed
77
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$891M +$153M +1,385,954 +21%
Morgan Stanley
2
Morgan Stanley
New York
$624M -$738M -6,675,349 -54%
Wells Fargo
3
Wells Fargo
California
$385M -$36.3M -328,041 -9%
Bank of America
4
Bank of America
North Carolina
$370M -$15.5M -139,959 -4%
UBS Group
5
UBS Group
Switzerland
$257M +$9.53M +86,209 +4%
Betterment LLC
6
Betterment LLC
New York
$194M -$58.6M -530,086 -23%
LPL Financial
7
LPL Financial
California
$188M +$23M +207,648 +14%
BBVA
8
Banco Bilbao Vizcaya Argentaria
Spain
$187M -$22M -199,274 -11%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$177M +$32.7M +296,275 +23%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$175M -$103M -931,337 -37%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$164M -$20.4M -184,530 -11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$126M -$27.2M -246,188 -18%
NRI
13
NFP Retirement Inc
California
$115M +$115M +1,040,261 New
DWA
14
Divergent Wealth Advisors
Utah
$114M +$42.8M +386,809 +60%
Truist Financial
15
Truist Financial
North Carolina
$111M -$56.6M -512,425 -34%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$110M +$5.6M +50,699 +5%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$105M +$21.9M +198,128 +26%
Osaic Holdings
18
Osaic Holdings
Arizona
$95.3M -$4.61M -41,713 -5%
Renaissance Technologies
19
Renaissance Technologies
New York
$77.9M
AFP
20
Ausdal Financial Partners
Iowa
$77.1M +$1.48M +13,427 +2%
HAFG
21
Hansen & Associates Financial Group
California
$72.6M +$17.5M +158,304 +32%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.6M +$11.3M +102,591 +19%
GAG
23
GM Advisory Group
New York
$68.6M -$11.9M -107,354 -15%
Ameriprise
24
Ameriprise
Minnesota
$62.8M -$9.79M -88,799 -13%
GA
25
Gateway Advisory
New Jersey
$61.8M -$5.86M -52,992 -9%