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iShares 0-3 Month Treasury Bond ETF

584 hedge funds and large institutions have $7.96B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 228 increasing their positions, 186 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 54

23% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 186

16% more funds holding

Funds holding: 503584 (+81)

0% more capital invested

Capital invested by funds: $7.95B → $7.96B (+$7.48M)

5.94% less ownership

Funds ownership: 51.04%45.1% (-5.9%)

8% less funds holding in top 10

Funds holding in top 10: 9083 (-7)

Holders
584
Holders Change
+81
Holders Change %
+16.1%
% of All Funds
8.51%
Holding in Top 10
83
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.78%
% of All Funds
1.21%
New
139
Increased
228
Reduced
186
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$74.7M -$746K -7,433 -1%
Polen Capital Management
27
Polen Capital Management
Florida
$67.9M +$503K +5,005 New
EPM
28
Elm Partners Management
Pennsylvania
$61.3M -$73.8M -734,726 -55%
RCA
29
Resonant Capital Advisors
Wisconsin
$58.7M +$4.76M +47,410 +9%
SS
30
Simplicity Solutions
Minnesota
$58.5M +$7.94M +79,066 +16%
ACM
31
AlphaStar Capital Management
North Carolina
$57M -$8.94M -89,051 -14%
BFG
32
Bleakley Financial Group
New Jersey
$56.5M +$7.17M +71,373 +15%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$56.1M +$29.9M +297,397 +114%
BL
34
Balentine LLC
Georgia
$55.7M +$23.6M +234,759 +73%
CPG
35
Custom Portfolio Group
Colorado
$53.9M +$58.8M +585,826 New
PGFC
36
Peapack-Gladstone Financial Corp
New Jersey
$52M +$14.8M +147,283 +40%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$50.7M -$31.9M -317,258 -39%
PCIG
38
Partners Capital Investment Group
Massachusetts
$48.3M -$11.1M -110,288 -19%
Stifel Financial
39
Stifel Financial
Missouri
$47.1M +$17M +168,879 +56%
Wells Fargo
40
Wells Fargo
California
$46.9M -$1.72M -17,144 -4%
AC
41
AWM Capital
Arizona
$46.1M -$5.21M -51,837 -10%
MSWM
42
Mader & Shannon Wealth Management
Missouri
$43.9M +$21.8M +216,595 +98%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$43.6M -$18.2M -181,453 -29%
WS
44
Wedbush Securities
California
$40.7M -$34.5M -343,070 -46%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$39.8M -$1.06M -10,513 -3%
CI
46
CX Institutional
Indiana
$39.7M +$39.8M +395,867 New
SFSG
47
Sound Financial Strategies Group
Mississippi
$39.4M -$24.7M -246,414 -39%
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$38.5M +$38.5M +383,670 New
OWM
49
Orgel Wealth Management
Wisconsin
$37M +$37.1M +369,499 New
LSAG
50
Lake Street Advisors Group
New Hampshire
$36.5M -$16.1M -160,003 -31%