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iShares 0-3 Month Treasury Bond ETF

642 hedge funds and large institutions have $8.36B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 287 increasing their positions, 196 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
+54
Holders Change %
+9.18%
% 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
1.4%
New
119
Increased
287
Reduced
196
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
326
Berkshire Asset Management
Pennsylvania
$1.6M +$1.6M +15,853 New
MIM
327
Montgomery Investment Management
Maryland
$1.58M -$36.3K -360 -2%
EBA
328
Eagle Bay Advisors
New York
$1.57M +$1.38M +13,658 +692%
GA
329
Greenspring Advisors
Maryland
$1.56M +$444K +4,411 +40%
HWP
330
Highline Wealth Partners
California
$1.56M -$446K -4,429 -22%
JCIA
331
Jackson Creek Investment Advisors
Colorado
$1.53M +$35.3K +350 +2%
SLA
332
Silver Lake Advisory
Utah
$1.53M +$69.3K +688 +5%
LHWM
333
Lake Hills Wealth Management
Texas
$1.53M +$1.27M +12,639 +504%
EWA
334
EP Wealth Advisors
California
$1.52M +$140K +1,390 +10%
LF
335
Lantz Financial
Illinois
$1.5M +$591K +5,870 +65%
HOWA
336
Heritage Oak Wealth Advisors
Florida
$1.49M +$1.49M +14,777 New
PWM
337
Prosperity Wealth Management
California
$1.43M -$2.05M -20,340 -59%
JIP
338
Jaffetilchin Investment Partners
Florida
$1.43M -$577K -5,734 -29%
AAG
339
Armstrong Advisory Group
Massachusetts
$1.43M -$7.88M -78,292 -85%
NHC
340
Nicholas Hoffman & Company
Georgia
$1.43M -$56.5K -561 -4%
RPGK
341
Retirement Planning Group (Kansas)
Kansas
$1.41M
RIA
342
Realta Investment Advisors
Delaware
$1.34M +$44K +437 +3%
WIM
343
Waycross Investment Management
Washington
$1.31M
PNC Financial Services Group
344
PNC Financial Services Group
Pennsylvania
$1.31M +$271K +2,692 +26%
GLA
345
Good Life Advisors
Pennsylvania
$1.3M +$1.3M +12,939 New
RZH
346
Relyea Zuckerberg Hanson
Connecticut
$1.3M +$146K +1,445 +13%
FM
347
Foster & Motley
Ohio
$1.28M +$1.28M +12,738 New
GP
348
Greenline Partners
New York
$1.27M +$1.27M +12,683 New
SIC
349
Salem Investment Counselors
North Carolina
$1.27M +$728K +7,225 +135%
MIH
350
Meitav Investment House
Israel
$1.25M +$104K +1,033 +9%