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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 %
WA
526
WESPAC Advisors
California
$733K +$733K +7,310 New
SEIA
527
Signature Estate & Investment Advisors
California
$698K -$321K -3,203 -32%
CPRC
528
Consolidated Portfolio Review Corp
New York
$695K +$695K +6,931 New
Northern Trust
529
Northern Trust
Illinois
$695K +$695K +6,926 New
DC
530
Davenport & Co
Virginia
$687K +$40.1K +400 +6%
W
531
WorthPointe
California
$678K +$678K +6,763 New
CCA
532
Clearwater Capital Advisors
Illinois
$669K +$46K +459 +7%
NCFG
533
New Century Financial Group
New Jersey
$665K -$11.3K -113 -2%
SOS
534
Silver Oak Securities
Tennessee
$663K +$663K +6,615 New
SIM
535
SSI Investment Management
California
$661K
WIM
536
Wittenberg Investment Management
Massachusetts
$652K +$150K +1,500 +30%
RCAG
537
Rehmann Capital Advisory Group
Michigan
$649K +$100 +1 +0%
AFG
538
Atomi Financial Group
New York
$645K +$180K +1,797 +39%
FW
539
FullCircle Wealth
Texas
$639K
WCWM
540
Wooster Corthell Wealth Management
Connecticut
$638K -$17.5K -174 -3%
FA
541
Fermata Advisors
California
$620K -$344K -3,430 -36%
National Bank of Canada
542
National Bank of Canada
Quebec, Canada
$614K +$302K +3,008 +97%
EWM
543
Empirical Wealth Management
Washington
$607K
BAM
544
Belpointe Asset Management
Nevada
$605K -$10.6K -105 -2%
DCM
545
Donaldson Capital Management
Indiana
$600K -$199K -1,985 -25%
DF
546
DecisionPoint Financial
Arizona
$600K +$355K +3,538 +145%
AFC
547
Adaptive Financial Consulting
Ohio
$591K +$591K +5,889 New
WA
548
Wealth Architects
California
$590K +$590K +5,883 New
GIA
549
Gladstone Institutional Advisory
Florida
$589K -$80.1K -798 -12%
SWA
550
Sax Wealth Advisors
New Jersey
$585K -$116K -1,157 -17%