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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 %
VCM
451
Virtue Capital Management
Tennessee
$378K -$900K -8,966 -70%
AWS
452
Arkfeld Wealth Strategies
Nebraska
$372K +$4.82K +48 +1%
AWA
453
Arkadios Wealth Advisors
Georgia
$370K +$370K +3,693 New
AFWM
454
Abich Financial Wealth Management
Virginia
$367K +$367K +3,662 New
OCM
455
One Capital Management
California
$362K +$11.5K +115 +3%
PFS
456
Prospera Financial Services
Texas
$362K -$32.9K -328 -8%
RIA
457
Retirement Investment Advisors
Oklahoma
$361K +$361K +3,601 New
MA
458
Mutual Advisors
Nebraska
$358K -$2.26M -22,584 -86%
PIM
459
Provident Investment Management
Michigan
$358K -$295K -2,945 -45%
WWM
460
WT Wealth Management
Arizona
$354K -$267K -2,662 -43%
HI
461
Harbour Investments
Wisconsin
$350K -$82.9K -827 -19%
EAMA
462
EFG Asset Management (Americas)
Florida
$347K +$80.4K +802 +30%
BCM
463
Buckhead Capital Management
Georgia
$340K -$498K -4,967 -59%
RCS
464
Retirement Capital Strategies
California
$335K -$13.5M -134,492 -98%
SAM
465
Secure Asset Management
Michigan
$327K -$220K -2,197 -40%
TC
466
Trilogy Capital
California
$323K -$120K -1,192 -27%
Mercer Global Advisors
467
Mercer Global Advisors
Colorado
$321K -$78.8K -786 -20%
MWM
468
Modera Wealth Management
New Jersey
$320K +$63.3K +631 +25%
BA
469
Bristlecone Advisors
Washington
$314K +$73.6K +734 +31%
CFA
470
CWS Financial Advisors
Michigan
$304K +$304K +3,031 New
ULWM
471
Upper Left Wealth Management
Florida
$302K -$2.41K -24 -0.8%
EP
472
Eudaimonia Partners
Tennessee
$298K -$2.55M -25,463 -90%
PA
473
PFG Advisors
Arizona
$295K -$7.84M -78,221 -96%
FIM
474
Freedom Investment Management
Connecticut
$288K -$3.39M -33,763 -92%
IAN
475
Integrated Advisors Network
Texas
$284K -$961K -9,585 -77%