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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 %
IWM
351
IHT Wealth Management
Illinois
$1.03M +$521K +5,176 +102%
CIA
352
Choate Investment Advisors
Massachusetts
$1.02M -$1.02M -10,150 -50%
WP
353
WealthPLAN Partners
Nebraska
$987K +$987K +9,798 New
FA
354
Faithward Advisors
Pennsylvania
$986K +$159K +1,576 +19%
KWA
355
Kingswood Wealth Advisors
California
$977K +$51.2K +508 +6%
AssetMark Inc
356
AssetMark Inc
California
$967K -$3.63M -36,013 -79%
WIA
357
World Investment Advisors
California
$963K +$502K +4,982 +109%
TFA
358
Transamerica Financial Advisors
Florida
$962K +$962K +9,546 New
KFAA
359
Klaas Financial Asset Advisors
Illinois
$958K -$62.1K -617 -6%
AAS
360
Ameritas Advisory Services
Nebraska
$956K -$1.21M -12,059 -56%
CFG
361
Cosner Financial Group
Colorado
$942K +$2.22K +22 +0.2%
SFM
362
Spartan Fund Management
Canada
$937K +$937K +9,300 New
SWP
363
Strategic Wealth Partners
Ohio
$935K -$250K -2,478 -21%
PAS
364
Park Avenue Securities
New York
$926K +$371K +3,687 +67%
FSG
365
Financial Strategies Group
Michigan
$918K +$294K +2,928 +47%
LF
366
Lantz Financial
Illinois
$911K +$504K +5,003 +124%
CA
367
CoreCap Advisors
Michigan
$903K +$903K +8,967 New
OHIS
368
Oak Harvest Investment Services
Texas
$903K +$153K +1,522 +20%
CAP
369
Columbia Advisory Partners
Washington
$885K +$885K +8,788 New
1WM
370
1858 Wealth Management
Ohio
$883K
CBFP
371
Cedar Brook Financial Partners
Ohio
$880K +$247K +2,454 +39%
TC
372
Trilogy Capital
California
$877K +$552K +5,486 +170%
MCM
373
McKinley Capital Management
Alaska
$875K +$2.52K +25 +0.3%
DCM
374
Donaldson Capital Management
Indiana
$870K -$128K -1,271 -13%
PMG
375
Private Management Group
California
$869K +$65.5K +650 +8%