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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
SIC
351
Salem Investment Counselors
North Carolina
$1.27M +$726K +7,225 +135%
MIH
352
Meitav Investment House
Israel
$1.25M +$104K +1,033 +9%
WAP
353
Wealthcare Advisory Partners
Pennsylvania
$1.24M +$51.6K +513 +4%
MA
354
MONECO Advisors
Connecticut
$1.24M -$51.6K -513 -4%
AL
355
Aspiriant LLC
California
$1.22M +$1.22M +12,105 New
CWG
356
Crown Wealth Group
North Carolina
$1.21M +$1.21M +12,063 New
CAP
357
Columbia Advisory Partners
Washington
$1.21M +$324K +3,220 +37%
QWM
358
Quadcap Wealth Management
Texas
$1.21M +$730K +7,267 +154%
VBFG
359
Vishria Bird Financial Group
Tennessee
$1.19M +$47.1K +469 +4%
SFC
360
Strategic Financial Concepts
Texas
$1.18M +$403M +4,013,707 +7,067%
PMG
361
Private Management Group
California
$1.16M +$294K +2,921 +34%
MCM
362
McKinley Capital Management
Alaska
$1.16M +$286K +2,847 +33%
SCM
363
Steele Capital Management
Iowa
$1.14M -$174K -1,732 -13%
C
364
CEDRUS
Colorado
$1.13M +$286K +2,849 +34%
KFAA
365
Klaas Financial Asset Advisors
Illinois
$1.13M +$168K +1,671 +18%
HGA
366
Hobbs Group Advisors
South Carolina
$1.11M +$1.1M +10,987 New
FW
367
FullCircle Wealth
Texas
$1.11M +$1.1M +10,982 New
OHIS
368
Oak Harvest Investment Services
Texas
$1.1M +$195K +1,944 +22%
C
369
Certuity
Florida
$1.1M +$6.53K +65 +0.6%
FIA
370
Foundations Investment Advisors
Arizona
$1.09M -$6.34M -63,105 -85%
PP
371
Prosperity Planning
Missouri
$1.07M +$1.07M +10,617 New
AAS
372
Ameritas Advisory Services
Nebraska
$1.06M +$101K +1,001 +11%
GWP
373
Gateway Wealth Partners
Wisconsin
$1.06M +$1.06M +10,498 New
SCM
374
Sheridan Capital Management
California
$1.04M +$541K +5,387 +107%
CAL
375
Capital Advisors Ltd
Ohio
$1.04M -$232K -2,313 -18%