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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 %
OAS
476
Optivise Advisory Services
Tennessee
$580K +$25.4K +252 +5%
UWM
477
USAdvisors Wealth Management
Minnesota
$579K -$15.2K -151 -3%
ERIC
478
Eagle Rock Investment Company
Georgia
$554K
Empower Advisory Group
479
Empower Advisory Group
Colorado
$554K +$554K +5,496 New
TCFP
480
Treasure Coast Financial Planning
Florida
$553K +$36.6K +363 +7%
AWM
481
Accurate Wealth Management
Florida
$551K +$551K +5,479 New
GG
482
Greenwood Gearhart
Arkansas
$550K
LHWM
483
Lake Hills Wealth Management
Texas
$543K -$983K -9,757 -64%
PA
484
Probity Advisors
Texas
$531K +$531K +5,275 New
BWL
485
Bogart Wealth LLC
Virginia
$520K -$67.9K -674 -12%
CAL
486
Capital Advisors Ltd
Ohio
$520K -$520K -5,167 -50%
BIG
487
Boothe Investment Group
Delaware
$504K
WIM
488
Wittenberg Investment Management
Massachusetts
$504K +$101K +1,000 +25%
RC
489
Roundview Capital
New Jersey
$500K
Tudor Investment Corp
490
Tudor Investment Corp
Connecticut
$482K +$482K +4,785 New
MFT
491
Moisand Fitzgerald Tamayo
Florida
$482K +$44.3K +440 +10%
NCM
492
New Capital Management
Texas
$481K +$806 +8 +0.2%
PP
493
Pacifica Partners
Canada
$472K +$472K +4,690 New
OC
494
Oppenheimer & Co
New York
$467K -$1.31M -13,038 -74%
AFG
495
Atomi Financial Group
New York
$466K -$1.84M -18,292 -80%
WFAG
496
Wescott Financial Advisory Group
Pennsylvania
$465K +$5.84K +58 +1%
SJL
497
Shayne & Jacobs LLC
Tennessee
$463K
AI
498
Acuitas Investments
Washington
$462K +$462K +4,584 New
CPCM
499
Cardinal Point Capital Management
Ontario, Canada
$457K
APW
500
Austin Private Wealth
Texas
$450K -$160K -1,591 -26%