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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 %
SFA
351
Semmax Financial Advisors
North Carolina
$1.08M +$350K +3,487 +48%
GLR
352
Great Lakes Retirement
Ohio
$1.04M -$1.74M -17,383 -63%
LNC
353
Lincoln National Corp
Pennsylvania
$1.03M +$1.03M +10,314 New
KFAA
354
Klaas Financial Asset Advisors
Illinois
$1.02M -$143K -1,425 -12%
AC
355
Adroit Compliance
$1.02M +$1.02M +10,131 New
AF
356
Apexium Financial
Texas
$998K +$998K +9,956 New
DCM
357
Donaldson Capital Management
Indiana
$993K -$628K -6,266 -39%
AWA
358
Arete Wealth Advisors
Illinois
$990K +$990K +9,873 New
AC
359
AlphaCore Capital
California
$988K +$178K +1,777 +22%
MAM
360
Meeder Asset Management
Ohio
$987K -$180K -1,792 -15%
SP
361
Successful Portfolios
Florida
$967K +$303K +3,017 +45%
Kayne Anderson Rudnick Investment Management
362
Kayne Anderson Rudnick Investment Management
California
$965K -$1.66M -16,543 -63%
OA
363
Oxbow Advisors
Texas
$965K +$965K +9,620 New
CA
364
Claro Advisors
Massachusetts
$949K +$949K +9,467 New
CFG
365
Cosner Financial Group
Colorado
$936K +$936K +9,336 New
KWA
366
Kingswood Wealth Advisors
California
$922K +$701K +6,992 +318%
QPWM
367
Quadrant Private Wealth Management
Pennsylvania
$916K +$294K +2,929 +47%
PIS
368
POM Investment Strategies
North Carolina
$899K +$899K +8,962 New
RWP
369
RWA Wealth Partners
Massachusetts
$895K +$895K +8,926 New
1WM
370
1858 Wealth Management
Ohio
$883K +$883K +8,802 New
MIH
371
Meitav Investment House
Israel
$881K +$149K +1,484 +20%
CIBC Private Wealth Group
372
CIBC Private Wealth Group
Georgia
$877K +$31.8K +317 +4%
MCM
373
McKinley Capital Management
Alaska
$869K +$11.5K +115 +1%
NS
374
NBC Securities
Alabama
$868K +$133K +1,324 +18%
SWA
375
Strata Wealth Advisors
Texas
$856K +$4.51K +45 +0.5%