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iShares 0-3 Month Treasury Bond ETF

647 hedge funds and large institutions have $8.37B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 289 increasing their positions, 197 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 56

47% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 197

19% more funds holding in top 10

Funds holding in top 10: 8196 (+15)

10% more capital invested

Capital invested by funds: $7.6B → $8.37B (+$766M)

9% more funds holding

Funds holding: 591647 (+56)

1.77% less ownership

Funds ownership: 40.2%38.43% (-1.8%)

Holders
647
Holders Change
+56
Holders Change %
+9.48%
% of All Funds
9.34%
Holding in Top 10
96
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+18.52%
% of All Funds
1.39%
New
120
Increased
289
Reduced
197
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
526
First National Trust
Pennsylvania
$298K +$71.2K +708 +31%
National Bank of Canada
527
National Bank of Canada
Quebec, Canada
$297K +$93.1K +926 +45%
PAA
528
Peregrine Asset Advisers
Oregon
$295K +$294K +2,928 New
FFA
529
First Foundation Advisors
California
$293K +$66.5K +662 +29%
AIA
530
AIMZ Investment Advisors
California
$282K +$281K +2,800 New
DG
531
DMC Group
Alabama
$276K +$275K +2,740 New
OAJ
532
Ogorek Anthony Joseph
New York
$275K +$275K +2,736 New
4WM
533
4J Wealth Management
Virginia
$274K -$251K -2,500 -48%
RCM
534
Ridgepath Capital Management
Tennessee
$274K -$916K -9,108 -77%
WWM
535
Whalen Wealth Management
Nevada
$272K -$30.9K -307 -10%
JSSH
536
J. Safra Sarasin Holding
$272K +$271K +2,696 New
BBI
537
Baxter Bros Inc
Connecticut
$267K +$3.52K +35 +1%
SF
538
Synovus Financial
Georgia
$267K
OC
539
Oarsman Capital
Wisconsin
$259K
SWM
540
SeaCrest Wealth Management
New York
$258K +$4.02K +40 +2%
VCM
541
Virtue Capital Management
Tennessee
$258K -$121K -1,206 -32%
SF
542
Symphony Financial
Texas
$257K +$101 +1 +0%
KPP
543
Kings Path Partners
Texas
$252K +$251K +2,501 New
NCM
544
Northland Capital Management
Minnesota
$252K +$251K +2,500 New
SL
545
Sentinus LLC
Illinois
$250K +$250K +2,484 New
UAG
546
United Advisor Group
Ohio
$249K -$76.3K -759 -24%
TPW
547
Transatlantique Private Wealth
New York
$247K -$1.66M -16,562 -87%
QCMNJ
548
Quantum Capital Management (New Jersey)
New Jersey
$245K -$93.5K -930 -28%
HI
549
Harbour Investments
Wisconsin
$241K +$1.51K +15 +0.6%
CFC
550
Coyle Financial Counsel
Illinois
$239K