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iShares 0-3 Month Treasury Bond ETF

588 hedge funds and large institutions have $7.6B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 248 increasing their positions, 211 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+8
Holders Change %
+1.38%
% of All Funds
8.52%
Holding in Top 10
81
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.22%
% of All Funds
1.17%
New
89
Increased
248
Reduced
211
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
301
Beacon Financial Group
Texas
$1.96M +$152K +1,507 +8%
RJT
302
Raymond James Trust
Florida
$1.93M -$279K -2,772 -13%
TPW
303
Transatlantique Private Wealth
New York
$1.92M -$321K -3,187 -14%
GC
304
Guidance Capital
Kentucky
$1.84M +$233K +2,318 +15%
RCM
305
RMR Capital Management
California
$1.81M +$1.81M +18,020 New
GC
306
Guggenheim Capital
Illinois
$1.78M +$920K +9,134 +108%
LCC
307
Lincoln Capital Corp
Rhode Island
$1.74M +$137K +1,357 +9%
Nomura Asset Management
308
Nomura Asset Management
Japan
$1.73M +$1.73M +17,200 New
JFL
309
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.72M +$1.72M +17,103 New
CWM
310
Campbell Wealth Management
Virginia
$1.64M +$1.64M +16,317 New
OLVIG
311
Oliver Lagore Vanvalin Investment Group
Michigan
$1.63M -$8.04M -79,785 -83%
SP
312
Successful Portfolios
Florida
$1.62M +$649K +6,446 +67%
MIM
313
Montgomery Investment Management
Maryland
$1.62M -$159K -1,580 -9%
SMFG
314
Sumitomo Mitsui Financial Group
Japan
$1.6M +$1.6M +15,871 New
KPWS
315
Kestra Private Wealth Services
Texas
$1.59M +$277K +2,753 +21%
CIAS
316
Capital Investment Advisory Services
North Carolina
$1.57M -$201K -1,992 -11%
IPW
317
Impact Partnership Wealth
Georgia
$1.51M -$1.68M -16,634 -53%
FFA
318
Farther Finance Advisors
California
$1.5M +$255K +2,539 +20%
CSPIA
319
Cary Street Partners Investment Advisory
Virginia
$1.5M +$754K +7,482 +101%
JCIA
320
Jackson Creek Investment Advisors
Colorado
$1.5M -$15.4K -153 -1%
NHC
321
Nicholas Hoffman & Company
Georgia
$1.48M +$273K +2,711 +23%
SLA
322
Silver Lake Advisory
Utah
$1.46M +$1.46M +14,466 New
OC
323
Oppenheimer & Co
New York
$1.41M -$2.67M -26,541 -65%
RPGK
324
Retirement Planning Group (Kansas)
Kansas
$1.41M
EWA
325
EP Wealth Advisors
California
$1.38M -$29.8K -296 -2%