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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 %
FHA
326
Flagship Harbor Advisors
Massachusetts
$1.31M +$832K +8,295 +176%
CCA
327
Clearwater Capital Advisors
Illinois
$1.3M -$486K -4,848 -27%
AFP
328
Alpha Financial Partners
Kentucky
$1.29M -$218K -2,170 -14%
TWA
329
Talisman Wealth Advisors
New Jersey
$1.26M +$1.02M +10,194 +435%
GAA
330
Global Assets Advisory
Florida
$1.25M +$930K +9,276 +287%
CAL
331
Capital Advisors Ltd
Ohio
$1.25M +$444K +4,430 +55%
SCM
332
Steele Capital Management
Iowa
$1.25M +$1.25M +12,466 New
FFA
333
Farther Finance Advisors
California
$1.25M +$743K +7,407 +147%
PP
334
Prosperity Planning
Missouri
$1.23M -$1.43M
TSS
335
Two Sigma Securities
New York
$1.22M +$229K +2,281 +23%
DAS
336
Dynamic Advisor Solutions
Arizona
$1.21M -$687K -6,844 -36%
NHC
337
Nicholas Hoffman & Company
Georgia
$1.2M +$103K +1,025 +9%
AA
338
Advisory Alpha
Michigan
$1.19M -$144K -1,440 -11%
WC
339
Waterloo Capital
Texas
$1.19M +$877K +8,742 +281%
MSAM
340
Moloney Securities Asset Management
Missouri
$1.19M -$501K -5,000 -30%
OIA
341
OneDigital Investment Advisors
Kansas
$1.18M -$1.22M -12,210 -51%
SWP
342
Strategic Wealth Partners
Ohio
$1.18M -$229K -2,279 -16%
ACM
343
Andina Capital Management
Utah
$1.17M +$1.17M +11,698 New
HL
344
HeadInvest LLC
Maine
$1.16M +$242K +2,416 +26%
CLOS
345
Compagnie Lombard Odier SCmA
Switzerland
$1.16M -$513K -5,120 -31%
WWM
346
Whalen Wealth Management
Nevada
$1.12M +$1.12M +11,194 New
VBFG
347
Vishria Bird Financial Group
Tennessee
$1.12M -$47.3K -472 -4%
RZH
348
Relyea Zuckerberg Hanson
Connecticut
$1.11M +$435K +4,340 +64%
CCM
349
Chilton Capital Management
Texas
$1.11M +$1.11M +11,043 New
C
350
Certuity
Florida
$1.08M +$8.42K +84 +0.8%