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iShares 0-3 Month Treasury Bond ETF

684 hedge funds and large institutions have $8.89B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 289 increasing their positions, 238 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+42
Holders Change %
+6.54%
% of All Funds
9.89%
Holding in Top 10
94
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.08%
% of All Funds
1.36%
New
103
Increased
289
Reduced
238
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
376
Salem Investment Counselors
North Carolina
$1.26M -$4.33K -43 -0.3%
ODA
377
One Degree Advisors
California
$1.26M -$8.96M -89,026 -88%
WIM
378
Waycross Investment Management
Washington
$1.25M -$59.9K -595 -5%
MWM
379
Meridian Wealth Management
Kentucky
$1.22M +$212K +2,109 +21%
MWM
380
Modera Wealth Management
New Jersey
$1.21M +$631K +6,268 +108%
IIM
381
Ironwood Investment Management
Massachusetts
$1.2M +$1.2M +11,905 New
GWP
382
Gateway Wealth Partners
Wisconsin
$1.19M +$132K +1,315 +13%
VBFG
383
Vishria Bird Financial Group
Tennessee
$1.19M
AssetMark Inc
384
AssetMark Inc
California
$1.18M +$279K +2,770 +31%
LCWP
385
Legacy Capital Wealth Partners
Arkansas
$1.18M +$557K +5,531 +90%
LF
386
Lantz Financial
Illinois
$1.17M -$332K -3,296 -22%
PAS
387
Park Avenue Securities
New York
$1.16M -$514K -5,103 -31%
BA
388
Bristlecone Advisors
Washington
$1.16M +$1.16M +11,522 New
SIS
389
Sound Income Strategies
Florida
$1.16M +$1.16M +11,500 New
ERP
390
Eldred Rock Partners
Texas
$1.13M +$1.13M +11,261 New
G
391
GenTrust
Florida
$1.13M +$1.13M +11,200 New
IA
392
IFG Advisors
Missouri
$1.13M -$1.18M -11,696 -51%
WAP
393
Wealthcare Advisory Partners
Pennsylvania
$1.12M -$117K -1,159 -9%
BWA
394
Beam Wealth Advisors
Louisiana
$1.12M +$1.12M +11,108 New
BW
395
Bison Wealth
Georgia
$1.09M +$446K +4,430 +70%
P
396
&Partners
Tennessee
$1.06M +$424K +4,214 +67%
PMG
397
Private Management Group
California
$1.05M -$114K -1,135 -10%
HGA
398
Hobbs Group Advisors
South Carolina
$1.04M -$62.4K -620 -6%
SEIA
399
Signature Estate & Investment Advisors
California
$1.02M +$134K +1,332 +15%
CWM
400
Consultiva Wealth Management
Puerto Rico
$1.02M +$1.02M +10,119 New