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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 %
GC
376
Guggenheim Capital
Illinois
$852K +$86.1K +859 +11%
EA
377
Emerald Advisors
Washington
$832K -$267K -2,667 -24%
FA
378
Faithward Advisors
Pennsylvania
$824K +$786K +7,838 +2,090%
PMG
379
Private Management Group
California
$800K +$134K +1,335 +20%
DC
380
Davenport & Co
Virginia
$786K -$123K -1,223 -13%
CWM
381
Concentric Wealth Management
California
$779K -$53.1K -530 -6%
IGWM
382
ICA Group Wealth Management
Colorado
$761K +$761K +7,589 New
OHIS
383
Oak Harvest Investment Services
Texas
$746K +$316K +3,154 +74%
TCFP
384
Treasure Coast Financial Planning
Florida
$741K +$741K +7,394 New
CSPIA
385
Cary Street Partners Investment Advisory
Virginia
$741K +$461K +4,602 +165%
VWM
386
Venturi Wealth Management
Texas
$740K -$66.3K -661 -8%
EWA
387
EverSource Wealth Advisors
Alabama
$738K +$738K +7,360 New
KFG
388
Kingdom Financial Group
Arizona
$721K +$721K +7,194 New
BW
389
Bison Wealth
Georgia
$701K +$701K +6,996 New
SFC
390
Strategic Financial Concepts
Texas
$699K -$573K -5,710 -45%
RCAG
391
Rehmann Capital Advisory Group
Michigan
$674K -$141K -1,402 -17%
Fiera Capital (Canada)
392
Fiera Capital (Canada)
Quebec, Canada
$660K +$283K +2,821 +75%
AWE
393
Avidian Wealth Enterprises
Texas
$659K
LCM
394
Lunt Capital Management
Utah
$657K +$657K +6,549 New
CBFP
395
Cedar Brook Financial Partners
Ohio
$631K +$428K +4,259 +210%
FSG
396
Financial Strategies Group
Michigan
$625K +$265K +2,638 +74%
NCM
397
New Capital Management
Texas
$618K -$184K -1,831 -23%
Bessemer Group
398
Bessemer Group
New Jersey
$618K +$618K +6,168 New
WCWM
399
Wooster Corthell Wealth Management
Connecticut
$609K +$386K +3,849 +173%
ERIC
400
Eagle Rock Investment Company
Georgia
$602K +$602K +6,000 New