We are live on ! Find out more
BIL icon

State Street SPDR Bloomberg 1-3 Month T-Bill ETF

966 hedge funds and large institutions have $18.5B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 366 increasing their positions, 400 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $854K

2% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 120

9% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 400

1% less funds holding

Funds holding: 980966 (-14)

9.02% less ownership

Funds ownership: 67.96%58.94% (-9%)

9% less funds holding in top 10

Funds holding in top 10: 176160 (-16)

18% less capital invested

Capital invested by funds: $22.7B → $18.5B (-$4.14B)

Holders
966
Holders Change
-14
Holders Change %
-1.43%
% of All Funds
13.92%
Holding in Top 10
160
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-9.09%
% of All Funds
2.3%
New
122
Increased
366
Reduced
400
Closed
120
Calls
$1.74M
Puts
$854K
Net Calls
+$882K
Net Calls Change
+$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.46B -$51.3M -559,994 -3%
Morgan Stanley
2
Morgan Stanley
New York
$1.32B -$1.52B -16,551,310 -54%
LPL Financial
3
LPL Financial
California
$861M +$13.1M +142,795 +2%
UBS Group
4
UBS Group
Switzerland
$751M +$132M +1,442,179 +21%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$637M -$630M -6,880,032 -50%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$634M +$39.3M +429,329 +7%
Truist Financial
7
Truist Financial
North Carolina
$558M -$3.47M -37,880 -0.6%
Wells Fargo
8
Wells Fargo
California
$526M -$130M -1,422,999 -20%
CWP
9
Capital Wealth Planning
Florida
$452M +$32.6M +355,899 +8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$451M +$4.68M +51,092 +1%
Stifel Financial
11
Stifel Financial
Missouri
$406M +$2.95M +32,151 +0.7%
Capital International Investors
12
Capital International Investors
California
$313M -$67.8M -740,579 -18%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$303M +$112M +1,226,143 +59%
Osaic Holdings
14
Osaic Holdings
Arizona
$260M -$210M -2,292,749 -45%
Ameriprise
15
Ameriprise
Minnesota
$244M -$54.4M -593,803 -18%
Eagle Capital Management (New York)
16
Eagle Capital Management (New York)
New York
$242M +$73.1M +797,711 +43%
BCMIO
17
Beacon Capital Management Inc (Ohio)
Ohio
$203M -$1.44B -15,668,512 -88%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$173M -$16.7M -181,938 -9%
SCP
19
Sandhill Capital Partners
New York
$171M +$45.4M +495,718 +36%
OAM
20
Oppenheimer Asset Management
New York
$163M +$1.62M +17,667 +1%
SEI Investments
21
SEI Investments
Pennsylvania
$159M -$49.3M -537,920 -24%
BBVA
22
Banco Bilbao Vizcaya Argentaria
Spain
$150M -$14.2M -154,919 -9%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$139M +$3.65M +39,834 +3%
HCM
24
Howard Capital Management
Georgia
$136M -$1.62M -17,721 -1%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$128M -$8.91M -97,297 -7%

BIL Hedge Fund Activity: Q1 2024 in Review

966 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q1 2024, worth a combined $18.5B — down 18% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new BIL positions and 120 closed out — a net gain of 2 holders — while 366 added to existing stakes and 400 trimmed.

The largest buyer was UBS Group, adding an estimated $132M. The largest seller was Morgan Stanley, cutting an estimated $1.52B.

  • 966 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q1 2024, down from 980 in Q4 2023.
  • Funds reported $18.5B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q1 2024, down 18% quarter-over-quarter.
  • 122 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q1 2024 and 120 closed out, a net change of +2 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q1 2024 was UBS Group, an estimated $132M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.52B sold.

Based on aggregated 13F filings for Q1 2024.