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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 %
WC
326
Waterloo Capital
Texas
$1.36M +$165K +1,634 +14%
AFP
327
Alpha Financial Partners
Kentucky
$1.35M +$54.3K +539 +4%
FPW
328
Flagship Private Wealth
Massachusetts
$1.33M +$1.33M +13,201 New
WIM
329
Waycross Investment Management
Washington
$1.31M -$58.9K -585 -4%
SCM
330
Steele Capital Management
Iowa
$1.31M +$56.8K +564 +5%
RIA
331
Realta Investment Advisors
Delaware
$1.29M -$58.5K -581 -4%
MA
332
MONECO Advisors
Connecticut
$1.29M +$1.29M +12,782 New
CAL
333
Capital Advisors Ltd
Ohio
$1.27M +$18.5K +184 +1%
BRWA
334
B. Riley Wealth Advisors
Florida
$1.26M -$2.14M -21,254 -63%
OWA
335
Outlook Wealth Advisors
Texas
$1.25M -$871K -8,645 -41%
RCM
336
Ridgepath Capital Management
Tennessee
$1.19M +$1.19M +11,833 New
ACM
337
Andina Capital Management
Utah
$1.19M +$11.2K +111 +0.9%
WAP
338
Wealthcare Advisory Partners
Pennsylvania
$1.19M -$168K -1,670 -12%
OIA
339
OneDigital Investment Advisors
Kansas
$1.17M -$21.1K -210 -2%
LCGC
340
Legacy Capital Group California
California
$1.16M -$3.12M -30,977 -73%
RZH
341
Relyea Zuckerberg Hanson
Connecticut
$1.16M +$40.6K +403 +4%
TC
342
TownSquare Capital
Utah
$1.16M +$579K +5,747 +100%
MIH
343
Meitav Investment House
Israel
$1.15M +$266K +2,642 +30%
AA
344
Advisory Alpha
Michigan
$1.15M -$47.3K -470 -4%
VBFG
345
Vishria Bird Financial Group
Tennessee
$1.14M +$16.9K +168 +2%
GA
346
Greenspring Advisors
Maryland
$1.12M +$549K +5,452 +96%
Baird Financial Group
347
Baird Financial Group
Wisconsin
$1.12M -$655K -6,508 -37%
C
348
Certuity
Florida
$1.09M +$4.33K +43 +0.4%
BSW
349
Buckingham Strategic Wealth
Missouri
$1.05M +$763K +7,572 +267%
PNC Financial Services Group
350
PNC Financial Services Group
Pennsylvania
$1.04M -$818K -8,121 -44%