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iShares 0-3 Month Treasury Bond ETF

642 hedge funds and large institutions have $8.36B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 287 increasing their positions, 196 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
+54
Holders Change %
+9.18%
% 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
1.4%
New
119
Increased
287
Reduced
196
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
401
Benjamin F. Edwards & Company
Missouri
$808K +$788K +7,824 +3,912%
WCM Investment Management
402
WCM Investment Management
California
$795K +$795K +7,897 +157,940%
CCA
403
Clearwater Capital Advisors
Illinois
$794K +$6.14K +61 +0.8%
BIP
404
Blueprint Investment Partners
North Carolina
$781K +$494K +4,903 +172%
SPW
405
Sonoma Private Wealth
California
$778K +$23.9K +237 +3%
EA
406
Emerald Advisors
Washington
$778K -$17.1K -170 -2%
VWM
407
Venturi Wealth Management
Texas
$771K -$27.5K -273 -3%
CWM
408
Concentric Wealth Management
California
$768K
MSFS
409
Main Street Financial Solutions
Pennsylvania
$768K +$6.65K +66 +0.9%
BPA
410
Beacon Pointe Advisors
California
$752K +$385K +3,823 +105%
BCM
411
Buckhead Capital Management
Georgia
$750K +$188K +1,863 +33%
Bank Julius Baer & Co
412
Bank Julius Baer & Co
Switzerland
$745K +$745K +6,649 New
FPFS
413
First Personal Financial Services
North Carolina
$736K +$736K +7,306 New
CLOS
414
Compagnie Lombard Odier SCmA
Switzerland
$733K +$84K +834 +13%
H
415
HoyleCohen
California
$721K -$4.58M -45,504 -86%
EWA
416
EverSource Wealth Advisors
Alabama
$709K -$96.7K -960 -12%
AL
417
ADE LLC
Maryland
$709K +$135K +1,336 +23%
GFA
418
Gallagher Fiduciary Advisors
Illinois
$705K +$9.17K +91 +1%
WCM
419
Windham Capital Management
Massachusetts
$702K
IA
420
IFG Advisory
Georgia
$699K +$699K +6,935 New
DAS
421
Dynamic Advisor Solutions
Arizona
$695K -$23.3K -231 -3%
R
422
Rebalance
California
$680K -$1.32M -13,130 -66%
OL
423
Owen LaRue
Kentucky
$679K +$41.7K +414 +7%
AWE
424
Avidian Wealth Enterprises
Texas
$663K +$403 +4 +0.1%
RCAG
425
Rehmann Capital Advisory Group
Michigan
$656K -$5.34K -53 -0.8%