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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 %
SFA
501
Source Financial Advisors
New York
$233K +$233K +2,328 New
PCIA
502
Prime Capital Investment Advisors
Kansas
$233K +$233K +2,325 New
JMFC
503
J.M. Forbes & Co
Massachusetts
$227K
SWA
504
Sightline Wealth Advisors
Connecticut
$225K +$225K +2,240 New
RIA
505
Regal Investment Advisors
Michigan
$224K -$292K -2,915 -57%
NL
506
NWAM LLC
Washington
$224K +$20.8K +207 +10%
BWP
507
Balboa Wealth Partners
Arizona
$224K +$224K +2,234 New
MFT
508
Moisand Fitzgerald Tamayo
Florida
$223K +$223K +2,226 New
GLLW
509
Graves Light Lenhart Wealth
Virginia
$223K -$59.4K -592 -21%
BWAM
510
Boyd Watterson Asset Management
Ohio
$222K -$2.11K -21 -0.9%
KDA
511
Kraft Davis & Associates
Missouri
$219K -$14.7K -146 -6%
HA
512
Hanover Advisors
South Carolina
$216K +$216K +2,154 New
HP
513
Holistic Planning
Texas
$214K +$214K +2,135 New
KC
514
Kingfisher Capital
North Carolina
$211K +$211K +2,100 New
SI
515
Sprott Inc
Ontario, Canada
$211K -$112K -1,114 -35%
BDWCC
516
B&D White Capital Company
Texas
$209K
FCI
517
Financial Counselors Inc
Kansas
$208K +$208K +2,079 New
FAG
518
Fortitude Advisory Group
Washington
$207K -$50.1K -500 -19%
CFC
519
Coyle Financial Counsel
Illinois
$207K +$207K +2,064 New
UCB
520
United Community Bank
South Carolina
$207K +$802 +8 +0.4%
SS
521
Sunbelt Securities
Texas
$207K -$142K -1,412 -41%
BDFN
522
Bond & Devick Financial Network
Minnesota
$206K
National Bank of Canada
523
National Bank of Canada
Quebec, Canada
$204K +$204K +2,037 New
W
524
WealthCollab
Washington
$202K +$202K +2,011 New
PPC
525
Park Place Capital
Alabama
$201K +$201K +2,000 New