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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
FPAS
451
Focus Partners Advisor Solutions
Missouri
$575K +$574K +5,711 New
BAM
452
Belpointe Asset Management
Nevada
$574K -$1.91M -19,036 -77%
OAS
453
Optivise Advisory Services
Tennessee
$555K +$554K +5,511 New
ERIC
454
Eagle Rock Investment Company
Georgia
$554K
GG
455
Greenwood Gearhart
Arkansas
$550K
DC
456
Davenport & Co
Virginia
$549K -$57.5K -572 -9%
GSEP
457
Golden State Equity Partners
California
$525K +$524K +5,212 New
WC
458
Waterloo Capital
Texas
$522K -$835K -8,308 -62%
TCFP
459
Treasure Coast Financial Planning
Florida
$517K
IAN
460
Integrated Advisors Network
Texas
$514K -$122K -1,214 -19%
VCM
461
Vision Capital Management
Oregon
$511K +$13.4K +133 +3%
PG
462
Prostatis Group
Maryland
$508K +$507K +5,045 New
BIG
463
Boothe Investment Group
Delaware
$502K
RC
464
Roundview Capital
New Jersey
$500K +$499K +4,965 New
MA
465
Mutual Advisors
Nebraska
$499K +$228K +2,273 +85%
CAWM
466
Capital Advisors Wealth Management
Washington
$490K +$489K +4,865 New
GIM
467
Guild Investment Management
California
$488K +$488K +4,850 New
CCM
468
Chilton Capital Management
Texas
$485K -$171K -1,705 -26%
NCM
469
New Capital Management
Texas
$480K -$40K -398 -8%
SB
470
Strategic Blueprint
Georgia
$466K +$138K +1,370 +42%
CW
471
CreativeOne Wealth
Kansas
$464K +$31.7K +315 +7%
SJL
472
Shayne & Jacobs LLC
Tennessee
$463K +$462K +4,600 New
WFAG
473
Wescott Financial Advisory Group
Pennsylvania
$459K +$156K +1,547 +51%
MWA
474
MN Wealth Advisors
Kansas
$457K -$54K -537 -11%
CPCM
475
Cardinal Point Capital Management
Ontario, Canada
$457K +$456K +4,540 New