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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 %
ICG
401
InterOcean Capital Group
Tennessee
$588K -$93.8K -935 -14%
EMAM
402
Encompass More Asset Management
California
$587K +$587K +5,855 New
ML
403
McAdam LLC
Pennsylvania
$585K +$2.51K +25 +0.4%
BPA
404
Beacon Pointe Advisors
California
$583K +$379K +3,783 +186%
PTC
405
Private Trust Company
Ohio
$582K +$72.3K +721 +14%
TC
406
TownSquare Capital
Utah
$575K +$140K +1,398 +32%
GA
407
Greenspring Advisors
Maryland
$569K +$320K +3,187 +128%
DIA
408
Dana Investment Advisors
Wisconsin
$565K +$64.9K +647 +13%
QWM
409
Quadcap Wealth Management
Texas
$559K +$559K +5,570 New
PAS
410
Park Avenue Securities
New York
$552K -$38.5K -384 -7%
OWM
411
Opes Wealth Management
California
$551K
FPCP
412
Fort Point Capital Partners
California
$550K +$550K +5,486 New
GG
413
Greenwood Gearhart
Arkansas
$548K +$548K +5,463 New
SWA
414
SFMG Wealth Advisors
Texas
$546K +$546K +5,446 New
CW
415
CreativeOne Wealth
Kansas
$546K +$57.2K +571 +12%
WCM Investment Management
416
WCM Investment Management
California
$543K +$543K +5,420 New
VCP
417
Verus Capital Partners
Arizona
$543K +$4.81K +48 +0.9%
LA
418
Latitude Advisors
Florida
$530K +$9.12K +91 +2%
SIC
419
Salem Investment Counselors
North Carolina
$529K
IWM
420
IHT Wealth Management
Illinois
$511K +$511K +5,099 New
GIM
421
Guild Investment Management
California
$504K +$504K +5,030 New
SKK
422
Shepherd Kaplan Krochuk
Massachusetts
$503K +$3.81K +38 +0.8%
RFG
423
RFP Financial Group
Georgia
$501K +$501K +5,000 New
BIG
424
Boothe Investment Group
Delaware
$501K
MWM
425
Meridian Wealth Management
Kentucky
$497K +$103K +1,031 +26%