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iShares 0-3 Month Treasury Bond ETF

684 hedge funds and large institutions have $8.89B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 289 increasing their positions, 238 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+42
Holders Change %
+6.54%
% of All Funds
9.89%
Holding in Top 10
94
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.08%
% of All Funds
1.36%
New
103
Increased
289
Reduced
238
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
226
Evermay Wealth Management
Virginia
$5.55M -$20M -198,949 -78%
CWM
227
Campbell Wealth Management
Virginia
$5.43M -$696K -6,908 -11%
HSWM
228
Hubbell Strickland Wealth Management
Louisiana
$5.42M -$282K -2,802 -5%
PFA
229
Professional Financial Advisors
Nebraska
$5.41M +$166K +1,650 +3%
JWCA
230
J.W. Cole Advisors
Florida
$5.35M +$771K +7,659 +17%
ECM
231
Evergreen Capital Management
Washington
$5.27M +$2.82M +27,972 +115%
ASN
232
Advisory Services Network
Georgia
$5.24M
Janney Montgomery Scott
233
Janney Montgomery Scott
Pennsylvania
$5.21M -$104K -1,033 -2%
WSWA
234
Warren Street Wealth Advisors
California
$5.21M +$2.34M +23,265 +82%
OP
235
ORG Partners
Indiana
$5.2M -$3.21M -31,851 -38%
AAS
236
Ameritas Advisory Services
Nebraska
$5.19M +$4.13M +40,979 +390%
SRC
237
Sage Rhino Capital
California
$5.16M +$348K +3,457 +7%
PFBT
238
Parkside Financial Bank & Trust
Missouri
$5.16M -$2.27M -22,572 -31%
WAM
239
Warberg Asset Management
Illinois
$5.08M +$5.08M +50,455 New
CM
240
Cercano Management
Washington
$5.06M -$6.8M -67,526 -57%
TPWM
241
Twelve Points Wealth Management
Massachusetts
$4.86M +$3.87M +38,472 +394%
EH
242
Equitable Holdings
New York
$4.86M +$1.25M +12,430 +35%
MWM
243
Marion Wealth Management
Pennsylvania
$4.76M +$222K +2,208 +5%
FAP
244
Financial Advisory Partners
Florida
$4.57M +$1.17M +11,643 +34%
TC
245
TownSquare Capital
Utah
$4.52M +$2.6M +25,841 +136%
AIC
246
Archer Investment Corporation
Indiana
$4.49M -$1.79M -17,801 -29%
Comerica Bank
247
Comerica Bank
Texas
$4.43M +$1.33M +13,192 +43%
WCM
248
Wisconsin Capital Management
Wisconsin
$4.42M +$450K +4,468 +11%
SCI
249
Stableford Capital II
Arizona
$4.39M -$6.2M -61,712 -59%
OIA
250
OneDigital Investment Advisors
Kansas
$4.35M +$1.13M +11,214 +35%