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iShares 0-3 Month Treasury Bond ETF

761 hedge funds and large institutions have $10.7B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 325 increasing their positions, 220 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+77
Holders Change %
+11.26%
% of All Funds
10.13%
Holding in Top 10
131
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+39.36%
% of All Funds
1.74%
New
172
Increased
325
Reduced
220
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NL
501
NWAM LLC
Washington
$880K +$193K +1,921 +28%
KFAA
502
Klaas Financial Asset Advisors
Illinois
$874K +$27.5K +274 +3%
MWA
503
Mills Wealth Advisors
Texas
$872K +$872K +8,693 New
NPFS
504
Novak & Powell Financial Services
Florida
$862K +$862K +8,589 New
AA
505
Advisory Alpha
Michigan
$859K -$37.8K -377 -4%
DA
506
Denali Advisors
California
$853K -$734K -7,313 -46%
EWA
507
EverSource Wealth Advisors
Alabama
$812K +$5.52K +55 +0.7%
TIP
508
Tandem Investment Partners
New Jersey
$808K +$808K +8,058 New
SAM
509
Sectoral Asset Management
Quebec, Canada
$803K -$722K -7,200 -47%
WCM Investment Management
510
WCM Investment Management
California
$792K
SIP
511
Sellwood Investment Partners
Oregon
$788K +$788K +7,854 New
SPWM
512
Spartan Planning & Wealth Management
North Carolina
$783K +$783K +7,808 New
VWM
513
Venturi Wealth Management
Texas
$783K +$21.7K +216 +3%
FGWP
514
Founders Grove Wealth Partners
Virginia
$781K +$781K +7,783 New
PA
515
Probity Advisors
Texas
$780K +$251K +2,500 +47%
EFG
516
Embree Financial Group
Illinois
$769K +$20.2K +201 +3%
BFG
517
Berger Financial Group
Minnesota
$768K +$768K +7,660 New
WWS
518
Wellington Wealth Strategies
Indiana
$759K +$759K +7,552 New
IAN
519
Integrated Advisors Network
Texas
$758K +$386K +3,850 +104%
SWP
520
Strategic Wealth Partners
Ohio
$748K -$39.3K -391 -5%
Mercer Global Advisors
521
Mercer Global Advisors
Colorado
$745K +$142K +1,419 +24%
MA
522
Mutual Advisors
Nebraska
$744K -$125K -1,248 -14%
RAS
523
RPS Advisory Solutions
Kentucky
$739K +$739K +7,369 New
ACM
524
Andina Capital Management
Utah
$736K -$213K -2,126 -22%
TCM
525
Triumph Capital Management
Colorado
$736K +$93.2K +929 +15%