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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 %
BSW
476
Buckingham Strategic Wealth
Missouri
$284K +$8.12K +81 +3%
SWP
477
Summit Wealth Partners
Florida
$282K +$282K +2,810 New
GSEP
478
Golden State Equity Partners
California
$281K +$281K +2,805 New
FNT
479
First National Trust
Pennsylvania
$275K +$275K +2,747 New
CFO
480
Custos Family Office
Texas
$275K +$4.51K +45 +2%
PWP
481
Principle Wealth Partners
Connecticut
$271K +$55.4K +553 +26%
IA
482
Insight Advisors
Pennsylvania
$264K +$1.6K +16 +0.6%
APA
483
Astoria Portfolio Advisors
New York
$262K +$45.5K +453 +21%
SWM
484
Spire Wealth Management
Virginia
$262K +$2.41K +24 +0.9%
SWPG
485
Strategic Wealth Partners Group
Illinois
$261K +$81.3K +811 +45%
BBI
486
Baxter Bros Inc
Connecticut
$260K -$184K -1,840 -41%
SF
487
Synovus Financial
Georgia
$260K -$15K -150 -5%
BWM
488
Birchcreek Wealth Management
Ohio
$258K +$258K +2,571 New
SCA
489
Stuart Chaussee & Associates
California
$257K -$121M -1,204,097 -100%
SF
490
Symphony Financial
Texas
$256K +$256K +2,551 New
TNB
491
Thomasville National Bank
Georgia
$256K +$256K +2,550 New
EDRH
492
Edmond de Rothschild Holding
Switzerland
$255K
SWM
493
SeaCrest Wealth Management
New York
$251K +$251K +2,502 New
WIM
494
Wittenberg Investment Management
Massachusetts
$251K
PGA
495
Portland Global Advisors
Maine
$251K +$251K +2,500 New
WP
496
WealthShield Partners
North Carolina
$248K -$2.72M -27,121 -92%
SCM
497
Sheridan Capital Management
California
$240K +$240K +2,389 New
SFG
498
StrategIQ Financial Group
Indiana
$236K +$10K +100 +4%
RB
499
Renasant Bank
Mississippi
$234K +$234K +2,335 New
AA
500
Ancora Advisors
Ohio
$234K