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iShares 0-3 Month Treasury Bond ETF

642 hedge funds and large institutions have $8.36B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 287 increasing their positions, 196 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
+54
Holders Change %
+9.18%
% 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
1.4%
New
119
Increased
287
Reduced
196
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
526
First Foundation Advisors
California
$293K +$66.7K +662 +29%
AIA
527
AIMZ Investment Advisors
California
$282K +$282K +2,800 New
DG
528
DMC Group
Alabama
$276K +$276K +2,740 New
OAJ
529
Ogorek Anthony Joseph
New York
$275K +$275K +2,736 New
4WM
530
4J Wealth Management
Virginia
$274K -$252K -2,500 -48%
RCM
531
Ridgepath Capital Management
Tennessee
$274K -$917K -9,108 -77%
WWM
532
Whalen Wealth Management
Nevada
$272K -$30.9K -307 -10%
JSSH
533
J. Safra Sarasin Holding
$272K +$272K +2,696 New
BBI
534
Baxter Bros Inc
Connecticut
$267K +$3.52K +35 +1%
SF
535
Synovus Financial
Georgia
$267K
OC
536
Oarsman Capital
Wisconsin
$259K
SWM
537
SeaCrest Wealth Management
New York
$258K +$4.03K +40 +2%
VCM
538
Virtue Capital Management
Tennessee
$258K -$121K -1,206 -32%
SF
539
Symphony Financial
Texas
$257K +$101 +1 +0%
KPP
540
Kings Path Partners
Texas
$252K +$252K +2,501 New
NCM
541
Northland Capital Management
Minnesota
$252K +$252K +2,500 New
SL
542
Sentinus LLC
Illinois
$250K +$250K +2,484 New
UAG
543
United Advisor Group
Ohio
$249K -$76.4K -759 -24%
TPW
544
Transatlantique Private Wealth
New York
$247K -$1.66M -16,562 -87%
QCMNJ
545
Quantum Capital Management (New Jersey)
New Jersey
$245K -$93.7K -930 -28%
HI
546
Harbour Investments
Wisconsin
$241K +$1.51K +15 +0.6%
CFC
547
Coyle Financial Counsel
Illinois
$239K
PCIA
548
Prime Capital Investment Advisors
Kansas
$237K -$70K -695 -23%
QPWM
549
Quadrant Private Wealth Management
Pennsylvania
$235K -$306K -3,041 -57%
IA
550
Insight Advisors
Pennsylvania
$234K -$6.04K -60 -3%