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iShares 0-3 Month Treasury Bond ETF

647 hedge funds and large institutions have $8.37B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 289 increasing their positions, 197 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 56

47% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 197

19% more funds holding in top 10

Funds holding in top 10: 8196 (+15)

10% more capital invested

Capital invested by funds: $7.6B → $8.37B (+$766M)

9% more funds holding

Funds holding: 591647 (+56)

1.77% less ownership

Funds ownership: 40.2%38.43% (-1.8%)

Holders
647
Holders Change
+56
Holders Change %
+9.48%
% of All Funds
9.34%
Holding in Top 10
96
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+18.52%
% of All Funds
1.39%
New
120
Increased
289
Reduced
197
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
326
Regal Investment Advisors
Michigan
$1.63M +$772K +7,676 +90%
SL
327
Salomon & Ludwin
Virginia
$1.61M -$838K -8,341 -34%
BAM
328
Berkshire Asset Management
Pennsylvania
$1.6M +$1.59M +15,853 New
MIM
329
Montgomery Investment Management
Maryland
$1.58M -$36.2K -360 -2%
EBA
330
Eagle Bay Advisors
New York
$1.57M +$1.37M +13,658 +692%
GA
331
Greenspring Advisors
Maryland
$1.56M +$443K +4,411 +40%
HWP
332
Highline Wealth Partners
California
$1.56M -$445K -4,429 -22%
JCIA
333
Jackson Creek Investment Advisors
Colorado
$1.53M +$35.2K +350 +2%
SLA
334
Silver Lake Advisory
Utah
$1.53M +$69.2K +688 +5%
LHWM
335
Lake Hills Wealth Management
Texas
$1.53M +$1.27M +12,639 +504%
EWA
336
EP Wealth Advisors
California
$1.52M +$140K +1,390 +10%
LF
337
Lantz Financial
Illinois
$1.5M +$590K +5,870 +65%
HOWA
338
Heritage Oak Wealth Advisors
Florida
$1.49M +$1.49M +14,777 New
PWM
339
Prosperity Wealth Management
California
$1.43M -$2.04M -20,340 -59%
JIP
340
Jaffetilchin Investment Partners
Florida
$1.43M -$576K -5,734 -29%
AAG
341
Armstrong Advisory Group
Massachusetts
$1.43M -$7.87M -78,292 -85%
NHC
342
Nicholas Hoffman & Company
Georgia
$1.43M -$56.4K -561 -4%
RPGK
343
Retirement Planning Group (Kansas)
Kansas
$1.41M
RIA
344
Realta Investment Advisors
Delaware
$1.34M +$43.9K +437 +3%
WIM
345
Waycross Investment Management
Washington
$1.31M
PNC Financial Services Group
346
PNC Financial Services Group
Pennsylvania
$1.31M +$271K +2,692 +26%
GLA
347
Good Life Advisors
Pennsylvania
$1.3M +$1.3M +12,939 New
RZH
348
Relyea Zuckerberg Hanson
Connecticut
$1.3M +$145K +1,445 +13%
FM
349
Foster & Motley
Ohio
$1.28M +$1.28M +12,738 New
GP
350
Greenline Partners
New York
$1.27M +$1.27M +12,683 New