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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
Polen Capital Management
376
Polen Capital Management
Florida
$1.04M +$689K +6,859 +197%
ACM
377
Andina Capital Management
Utah
$1.03M -$154K -1,533 -13%
MAWAG
378
Mid-American Wealth Advisory Group
Missouri
$1.02M -$5.22M -51,902 -84%
TSS
379
Two Sigma Securities
New York
$1.01M -$1.74M -17,270 -63%
FA
380
Faithward Advisors
Pennsylvania
$1.01M +$25.6K +255 +3%
CIA
381
Choate Investment Advisors
Massachusetts
$1.01M -$8.54K -85 -0.8%
TCM
382
Triumph Capital Management
Colorado
$1.01M +$484K +4,820 +92%
MWM
383
Meridian Wealth Management
Kentucky
$1.01M +$1.01M +10,022 New
TPWM
384
Twelve Points Wealth Management
Massachusetts
$984K +$983K +9,775 New
CI
385
CPR Investments
Michigan
$962K -$1.52M -15,095 -61%
TFA
386
Transamerica Financial Advisors
Florida
$962K
AA
387
Advisory Alpha
Michigan
$944K -$202K -2,014 -18%
CA
388
CoreCap Advisors
Michigan
$942K +$39.2K +390 +4%
CFG
389
Cosner Financial Group
Colorado
$924K -$18K -179 -2%
SWP
390
Strategic Wealth Partners
Ohio
$906K -$28.6K -285 -3%
AssetMark Inc
391
AssetMark Inc
California
$900K -$66K -657 -7%
SEIA
392
Signature Estate & Investment Advisors
California
$889K +$887K +8,824 New
SC
393
SouthState Corp
Florida
$886K +$885K +8,800 New
DCM
394
Donaldson Capital Management
Indiana
$884K +$14.9K +148 +2%
HKIM
395
Hayek Kallen Investment Management
Alabama
$882K +$881K +8,760 New
PI
396
PFG Investments
New York
$863K +$63.9K +636 +8%
RWP
397
RWA Wealth Partners
Massachusetts
$855K +$260K +2,588 +44%
NS
398
NBC Securities
Alabama
$825K -$38.5K -383 -4%
ATC
399
Argent Trust Co
Tennessee
$823K +$229K +2,274 +39%
FPCP
400
Fort Point Capital Partners
California
$820K +$529K +5,263 +183%