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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
PCIA
551
Prime Capital Investment Advisors
Kansas
$237K -$69.9K -695 -23%
QPWM
552
Quadrant Private Wealth Management
Pennsylvania
$235K -$306K -3,041 -57%
IA
553
Insight Advisors
Pennsylvania
$234K -$6.03K -60 -3%
CA
554
Crane Advisory
California
$232K +$233K +2,314 New
BOSSRA
555
B.O.S.S. Retirement Advisors
Utah
$226K +$226K +2,246 New
SBIA
556
Sheaff Brock Investment Advisors
Indiana
$224K +$1.31K +13 +0.6%
SWA
557
Sightline Wealth Advisors
Connecticut
$223K +$223K +2,215 New
DWM
558
Diversify Wealth Management
Utah
$222K +$223K +2,215 New
SWM
559
Spire Wealth Management
Virginia
$221K +$3.12K +31 +1%
PTC
560
Private Trust Company
Ohio
$221K -$143K -1,425 -39%
SHFP
561
Second Half Financial Partners
Florida
$220K +$219K +2,183 New
EFG
562
Ehrlich Financial Group
California
$219K -$3.02K -30 -1%
SMH
563
Sanders Morris Harris
Texas
$214K +$214K +2,129 New
SWA
564
Strata Wealth Advisors
Texas
$214K +$213K +2,121 New
ZIC
565
ZWJ Investment Counsel
Georgia
$211K +$211K +2,099 New
APP
566
Avantax Planning Partners
Iowa
$211K -$5.03K -50 -2%
BDWCC
567
B&D White Capital Company
Texas
$210K
FCI
568
Financial Counselors Inc
Kansas
$209K
W
569
WealthCollab
Washington
$208K +$2.71K +27 +1%
BDFN
570
Bond & Devick Financial Network
Minnesota
$207K
KC
571
Kingfisher Capital
North Carolina
$207K -$377K -3,750 -65%
TCM
572
Traynor Capital Management
Pennsylvania
$204K +$204K +2,030 New
RB
573
Renasant Bank
Mississippi
$201K -$33.7K -335 -14%
PPC
574
Park Place Capital
Alabama
$201K
WJWM
575
Williams Jones Wealth Management
New York
$201K +$201K +2,000 New