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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 %
NS
376
NBC Securities
Alabama
$863K -$8.96K -89 -1%
RIA
377
Regal Investment Advisors
Michigan
$859K +$633K +6,290 +281%
C
378
CEDRUS
Colorado
$844K +$844K +8,380 New
EWA
379
EverSource Wealth Advisors
Alabama
$806K +$64.5K +641 +9%
PI
380
PFG Investments
New York
$799K +$799K +7,934 New
VWM
381
Venturi Wealth Management
Texas
$799K +$54.9K +545 +7%
EA
382
Emerald Advisors
Washington
$795K -$40.4K -401 -5%
CCA
383
Clearwater Capital Advisors
Illinois
$788K -$518K -5,143 -40%
CWM
384
Concentric Wealth Management
California
$768K -$14.1K -140 -2%
TWC
385
TD Waterhouse Canada
Ontario, Canada
$766K +$566K +5,631 +283%
MSFS
386
Main Street Financial Solutions
Pennsylvania
$761K +$761K +7,558 New
SPW
387
Sonoma Private Wealth
California
$754K -$2.48M -24,661 -77%
DADC
388
D.A. Davidson & Co
Montana
$747K +$747K +7,414 New
WI
389
WBI Investments
New Jersey
$744K -$3.89M -38,585 -84%
Mercer Global Advisors
390
Mercer Global Advisors
Colorado
$729K +$403K +3,951 +123%
DAS
391
Dynamic Advisor Solutions
Arizona
$718K -$493K -4,895 -41%
WCM
392
Windham Capital Management
Massachusetts
$702K +$702K +6,973 New
GFA
393
Gallagher Fiduciary Advisors
Illinois
$695K +$695K +6,905 New
IGWM
394
ICA Group Wealth Management
Colorado
$682K -$82.6K -820 -11%
EMAM
395
Encompass More Asset Management
California
$681K +$91.5K +909 +16%
SG
396
StoneX Group
New York
$669K +$669K +6,641 New
AWE
397
Avidian Wealth Enterprises
Texas
$662K
RCAG
398
Rehmann Capital Advisory Group
Michigan
$661K -$16.2K -161 -2%
CCM
399
Chilton Capital Management
Texas
$657K -$455K -4,518 -41%
CLOS
400
Compagnie Lombard Odier SCmA
Switzerland
$649K -$513K -5,090 -44%