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iShares 0-3 Month Treasury Bond ETF

684 hedge funds and large institutions have $8.89B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 289 increasing their positions, 238 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+42
Holders Change %
+6.54%
% of All Funds
9.89%
Holding in Top 10
94
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.08%
% of All Funds
1.36%
New
103
Increased
289
Reduced
238
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AL
426
Aspiriant LLC
California
$806K -$413K -4,101 -34%
DCM
427
Donaldson Capital Management
Indiana
$803K -$81.8K -812 -9%
WCM Investment Management
428
WCM Investment Management
California
$796K
SWP
429
Strategic Wealth Partners
Ohio
$789K -$117K -1,163 -13%
AWA
430
Arkadios Wealth Advisors
Georgia
$766K -$53.7K -533 -7%
HWP
431
Highline Wealth Partners
California
$765K -$794K -7,882 -51%
VWM
432
Venturi Wealth Management
Texas
$764K -$7.05K -70 -0.9%
MSFS
433
Main Street Financial Solutions
Pennsylvania
$758K -$9.97K -99 -1%
EFG
434
Embree Financial Group
Illinois
$752K +$752K +7,467 New
SB
435
Strategic Blueprint
Georgia
$750K +$283K +2,813 +61%
FA
436
Faithward Advisors
Pennsylvania
$744K -$268K -2,657 -26%
ATC
437
Argent Trust Co
Tennessee
$743K -$80.4K -798 -10%
SP
438
Stonebrook Private
Michigan
$737K -$2.83M -28,078 -79%
AO
439
Advisor OS
Illinois
$736K +$86.7K +861 +13%
HOWA
440
Heritage Oak Wealth Advisors
Florida
$727K -$761K -7,557 -51%
NWWA
441
New Wave Wealth Advisors
Arkansas
$727K +$303K +3,006 +71%
TPW
442
Transatlantique Private Wealth
New York
$718K +$660K +28,151 +1,138%
NHC
443
Nicholas Hoffman & Company
Georgia
$714K -$712K -7,069 -50%
GP
444
Greenline Partners
New York
$711K -$566K -5,623 -44%
UAG
445
United Advisor Group
Ohio
$709K +$460K +4,570 +185%
SWA
446
Sax Wealth Advisors
New Jersey
$704K +$704K +6,991 New
TWC
447
TD Waterhouse Canada
Ontario, Canada
$696K -$1.11M -10,935 -61%
NL
448
NWAM LLC
Washington
$690K +$690K +6,848 New
NCFG
449
New Century Financial Group
New Jersey
$679K +$94.8K +941 +16%
GIA
450
Gladstone Institutional Advisory
Florida
$672K +$32.8K +326 +5%