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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 %
FCM
426
Fourpath Capital Management
Oklahoma
$484K -$94.9K -946 -16%
4WM
427
4J Wealth Management
Virginia
$480K
VCM
428
Vision Capital Management
Oregon
$479K +$479K +4,775 New
GVAG
429
Great Valley Advisor Group
Delaware
$477K -$54.1K -540 -10%
GIA
430
Gladstone Institutional Advisory
Florida
$475K -$263K -2,620 -36%
EWA
431
Exencial Wealth Advisors
Oklahoma
$475K +$475K +4,737 New
SFWA
432
Summit Financial Wealth Advisors
Louisiana
$471K
WIA
433
World Investment Advisors
California
$460K -$442K -4,411 -49%
SFPG
434
Stonebridge Financial Planning Group
Florida
$441K +$35.1K +350 +9%
MWA
435
MN Wealth Advisors
Kansas
$440K +$440K +4,389 New
RCM
436
Raleigh Capital Management
North Carolina
$433K -$1.3M -12,972 -75%
MPM
437
Meritage Portfolio Management
Kansas
$429K +$429K +4,275 New
SAG
438
SageView Advisory Group
California
$428K -$425K -4,226 Closed
AWA
439
Authentikos Wealth Advisory
California
$428K -$884K -8,819 -67%
VPP
440
Vertex Planning Partners
Illinois
$425K +$5.21K +52 +1%
CAG
441
Csenge Advisory Group
Florida
$420K -$384K -3,831 -48%
LL
442
LWMG LLC
Minnesota
$415K +$7.12K +71 +2%
WAM
443
WNY Asset Management
New York
$411K +$411K +4,095 New
CFO
444
Capitol Family Office
Oregon
$410K -$10.2K -102 -2%
LF
445
Lantz Financial
Illinois
$405K +$405K +4,044 New
CA
446
Continuum Advisory
Idaho
$399K +$2.01K +20 +0.5%
MAS
447
Meeder Advisory Services
Ohio
$394K +$186K +1,852 +89%
FFA
448
First Foundation Advisors
California
$391K -$69.8K -696 -15%
WCG
449
Weaver Consulting Group
California
$379K
BWL
450
Bogart Wealth LLC
Virginia
$378K +$6.52K +65 +2%