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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 %
TPW
276
Transatlantique Private Wealth
New York
$2.23M -$684K -6,824 -23%
RJT
277
Raymond James Trust
Florida
$2.2M +$1.93M +19,263 +733%
AAS
278
Ameritas Advisory Services
Nebraska
$2.16M -$83.3K -831 -4%
Lido Advisors
279
Lido Advisors
California
$2.14M +$919K +9,170 +75%
HTC
280
Haverford Trust Company
Pennsylvania
$2.12M +$2.12M +21,110 New
OWA
281
Outlook Wealth Advisors
Texas
$2.11M -$1.17M -11,630 -36%
LAS
282
LWM Advisory Services
Florida
$2.1M -$216K -2,150 -9%
TLFA
283
True Link Financial Advisors
California
$2.1M +$482K +4,807 +30%
BFA
284
Beaumont Financial Advisors
Massachusetts
$2.09M -$72.5M -723,121 -97%
NHFG
285
New Harbor Financial Group
Massachusetts
$2.06M -$37.8M -377,124 -95%
CIA
286
Choate Investment Advisors
Massachusetts
$2.03M -$20.6K -205 -1%
CWM
287
Cherrydale Wealth Management
New Jersey
$2.03M +$64.5K +643 +3%
CAM
288
Creekmur Asset Management
Illinois
$2M +$2M +19,944 New
WSWA
289
Warren Street Wealth Advisors
California
$1.95M +$1.69M +16,842 +642%
BIP
290
Blueprint Investment Partners
North Carolina
$1.95M -$2.81M -27,998 -59%
TCM
291
Triumph Capital Management
Colorado
$1.93M +$1.68M +16,743 +674%
JIP
292
Jaffetilchin Investment Partners
Florida
$1.93M +$684K +6,818 +55%
SC
293
Scotia Capital
Ontario, Canada
$1.85M -$27.3K -272 -1%
PNC Financial Services Group
294
PNC Financial Services Group
Pennsylvania
$1.85M +$1.13M +11,282 +158%
BFG
295
Beacon Financial Group
Texas
$1.8M -$5.05M -50,327 -74%
HWA
296
HHM Wealth Advisors
Tennessee
$1.79M +$829K +8,272 +86%
MIM
297
Montgomery Investment Management
Maryland
$1.77M -$130K -1,300 -7%
CIAS
298
Capital Investment Advisory Services
North Carolina
$1.76M -$2.84M -28,365 -62%
Baird Financial Group
299
Baird Financial Group
Wisconsin
$1.76M +$130K +1,298 +8%
AL
300
ADE LLC
Maryland
$1.74M +$9.73K +97 +0.6%