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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
AWA
401
Arkadios Wealth Advisors
Georgia
$820K +$582K +5,794 +247%
BSW
402
Buckingham Strategic Wealth
Missouri
$818K -$229K -2,281 -22%
BFEC
403
Benjamin F. Edwards & Company
Missouri
$808K +$786K +7,824 +3,912%
WCM Investment Management
404
WCM Investment Management
California
$795K +$794K +7,897 +157,940%
CCA
405
Clearwater Capital Advisors
Illinois
$794K +$6.13K +61 +0.8%
BIP
406
Blueprint Investment Partners
North Carolina
$781K +$493K +4,903 +172%
SPW
407
Sonoma Private Wealth
California
$778K +$23.8K +237 +3%
EA
408
Emerald Advisors
Washington
$778K -$17.1K -170 -2%
VWM
409
Venturi Wealth Management
Texas
$771K -$27.4K -273 -3%
CWM
410
Concentric Wealth Management
California
$768K
MSFS
411
Main Street Financial Solutions
Pennsylvania
$768K +$6.63K +66 +0.9%
BPA
412
Beacon Pointe Advisors
California
$752K +$384K +3,823 +105%
BCM
413
Buckhead Capital Management
Georgia
$750K +$187K +1,863 +33%
Bank Julius Baer & Co
414
Bank Julius Baer & Co
Switzerland
$745K +$668K +6,649 New
FPFS
415
First Personal Financial Services
North Carolina
$736K +$734K +7,306 New
CLOS
416
Compagnie Lombard Odier SCmA
Switzerland
$733K +$83.8K +834 +13%
H
417
HoyleCohen
California
$721K -$4.57M -45,504 -86%
EWA
418
EverSource Wealth Advisors
Alabama
$709K -$96.5K -960 -12%
AL
419
ADE LLC
Maryland
$709K +$134K +1,336 +23%
GFA
420
Gallagher Fiduciary Advisors
Illinois
$705K +$9.15K +91 +1%
WCM
421
Windham Capital Management
Massachusetts
$702K
IA
422
IFG Advisory
Georgia
$699K +$697K +6,935 New
DAS
423
Dynamic Advisor Solutions
Arizona
$695K -$23.2K -231 -3%
R
424
Rebalance
California
$680K -$1.32M -13,130 -66%
OL
425
Owen LaRue
Kentucky
$679K +$41.6K +414 +7%