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iShares 0-3 Month Treasury Bond ETF

588 hedge funds and large institutions have $7.6B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 248 increasing their positions, 211 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+8
Holders Change %
+1.38%
% of All Funds
8.52%
Holding in Top 10
81
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.22%
% of All Funds
1.17%
New
89
Increased
248
Reduced
211
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QPWM
426
Quadrant Private Wealth Management
Pennsylvania
$541K -$379K -3,765 -41%
SIC
427
Salem Investment Counselors
North Carolina
$538K +$6.04K +60 +1%
4WM
428
4J Wealth Management
Virginia
$526K +$44.3K +440 +9%
TCM
429
Triumph Capital Management
Colorado
$526K -$1.41M -14,008 -73%
BWL
430
Bogart Wealth LLC
Virginia
$524K +$144K +1,433 +38%
NCM
431
New Capital Management
Texas
$520K -$100K -997 -16%
TCFP
432
Treasure Coast Financial Planning
Florida
$517K -$228K -2,265 -31%
MWA
433
MN Wealth Advisors
Kansas
$512K +$69.5K +690 +16%
SCM
434
Sheridan Capital Management
California
$505K +$265K +2,627 +110%
BIG
435
Boothe Investment Group
Delaware
$504K
VCM
436
Vision Capital Management
Oregon
$498K +$16.6K +165 +3%
ICG
437
InterOcean Capital Group
Tennessee
$488K -$103K -1,023 -17%
EWA
438
Exencial Wealth Advisors
Oklahoma
$478K +$504 +5 +0.1%
QWM
439
Quadcap Wealth Management
Texas
$474K -$86.7K -861 -15%
HA
440
Hanover Advisors
South Carolina
$474K +$257K +2,553 +119%
GIA
441
Gladstone Institutional Advisory
Florida
$474K -$3.53K -35 -0.7%
AO
442
Advisor OS
Illinois
$469K +$469K +4,658 New
EW
443
Evoke Wealth
California
$457K +$457K +4,540 New
SFPG
444
Stonebridge Financial Planning Group
Florida
$443K
GVAG
445
Great Valley Advisor Group
Delaware
$442K -$37K -367 -8%
PFS
446
Prospera Financial Services
Texas
$437K +$72.5K +720 +20%
CW
447
CreativeOne Wealth
Kansas
$432K -$116K -1,157 -21%
SFWA
448
Summit Financial Wealth Advisors
Louisiana
$431K -$42.3K -420 -9%
VPP
449
Vertex Planning Partners
Illinois
$428K +$1.01K +10 +0.2%
LL
450
LWMG LLC
Minnesota
$420K +$3.63K +36 +0.9%