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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
AWE
426
Avidian Wealth Enterprises
Texas
$663K +$402 +4 +0.1%
RCAG
427
Rehmann Capital Advisory Group
Michigan
$656K -$5.33K -53 -0.8%
VCP
428
Verus Capital Partners
Arizona
$654K +$72.2K +718 +12%
AO
429
Advisor OS
Illinois
$649K +$180K +1,786 +38%
AFWM
430
Abich Financial Wealth Management
Virginia
$649K +$73.8K +734 +13%
Kayne Anderson Rudnick Investment Management
431
Kayne Anderson Rudnick Investment Management
California
$648K +$263K +2,619 +69%
SIM
432
SSI Investment Management
California
$647K -$5.65M -56,181 -90%
BW
433
Bison Wealth
Georgia
$642K
GIA
434
Gladstone Institutional Advisory
Florida
$639K +$165K +1,640 +35%
P
435
&Partners
Tennessee
$637K +$636K +6,325 New
Mercer Global Advisors
436
Mercer Global Advisors
Colorado
$634K -$85.9K -855 -12%
RFG
437
RFP Financial Group
Georgia
$621K -$1.89M -18,829 -75%
GVAG
438
Great Valley Advisor Group
Delaware
$619K +$176K +1,753 +40%
LCWP
439
Legacy Capital Wealth Partners
Arkansas
$619K +$618K +6,145 New
SC
440
Savant Capital
Illinois
$618K +$22.2K +221 +4%
Mirae Asset Global Investments
441
Mirae Asset Global Investments
South Korea
$615K -$16.8M -167,159 -96%
APW
442
Austin Private Wealth
Texas
$611K +$609K +6,063 New
EWM
443
Empirical Wealth Management
Washington
$609K +$59.3K +590 +11%
WCWM
444
Wooster Corthell Wealth Management
Connecticut
$608K +$11.7K +116 +2%
UWM
445
USAdvisors Wealth Management
Minnesota
$594K -$43.5K -433 -7%
Nomura Asset Management
446
Nomura Asset Management
Japan
$593K -$1.14M -11,310 -66%
BWL
447
Bogart Wealth LLC
Virginia
$588K +$63.6K +633 +12%
NCFG
448
New Century Financial Group
New Jersey
$584K +$583K +5,798 New
MWM
449
Modera Wealth Management
New Jersey
$583K +$339K +3,371 +139%
BFWM
450
Bright Futures Wealth Management
New York
$580K -$33.2K -330 -5%