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iShares 0-3 Month Treasury Bond ETF

580 hedge funds and large institutions have $7.95B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 227 increasing their positions, 185 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+79
Holders Change %
+15.77%
% of All Funds
8.5%
Holding in Top 10
82
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.89%
% of All Funds
1.2%
New
137
Increased
227
Reduced
185
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWSM
226
First Wilshire Securities Management
California
$3.81M -$721K -7,188 -16%
IAIM
227
International Assets Investment Management
Florida
$3.81M -$35.7M -356,337 -90%
R
228
Rebalance
California
$3.76M +$3.76M +37,482 New
RL
229
Retireful LLC
Michigan
$3.75M -$4.5M -44,912 -55%
AC
230
Anson Capital
Georgia
$3.74M +$319K +3,186 +9%
MWM
231
Marion Wealth Management
Pennsylvania
$3.73M +$3.73M +37,249 New
Comerica Bank
232
Comerica Bank
Texas
$3.66M +$857K +8,548 +31%
PWM
233
Prosperity Wealth Management
California
$3.58M +$144K +1,440 +4%
Vontobel Holding
234
Vontobel Holding
Switzerland
$3.53M +$539K +5,374 +18%
BSB
235
Bangor Savings Bank
Maine
$3.48M +$3.48M +34,690 New
Pathstone Holdings
236
Pathstone Holdings
New Jersey
$3.46M +$3.46M +34,494 New
GM
237
GeoWealth Management
Illinois
$3.4M +$2.28M +22,791 +204%
CWP
238
Core Wealth Partners
California
$3.39M -$247K -2,463 -7%
BRWA
239
B. Riley Wealth Advisors
Florida
$3.39M +$2.13M +21,254 +169%
SQA
240
Simon Quick Advisors
New Jersey
$3.3M -$189K -1,889 -5%
HWP
241
Highline Wealth Partners
California
$3.26M +$3.23M +32,261 +10,790%
Principal Financial Group
242
Principal Financial Group
Iowa
$3.26M -$5.38M -53,662 -62%
SPW
243
Sonoma Private Wealth
California
$3.22M +$1.45M +14,444 +82%
ClearBridge Investments
244
ClearBridge Investments
New York
$3.21M -$1.13M -11,229 -26%
Betterment LLC
245
Betterment LLC
New York
$3.2M +$330K +3,291 +12%
Nuveen Asset Management
246
Nuveen Asset Management
Illinois
$3.19M +$3.19M +31,860 New
IPW
247
Impact Partnership Wealth
Georgia
$3.17M -$4.76M -47,448 -60%
AA
248
Alesco Advisors
New York
$3.16M +$127K +1,270 +4%
HH
249
Hilltop Holdings
Texas
$3.13M +$278K +2,773 +10%
BIA
250
Bell Investment Advisors
California
$3.11M -$14.6K -146 -0.5%