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iShares 0-3 Month Treasury Bond ETF

580 hedge funds and large institutions have $7.95B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 227 increasing their positions, 185 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+79
Holders Change %
+15.77%
% of All Funds
8.5%
Holding in Top 10
82
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.89%
% of All Funds
1.2%
New
137
Increased
227
Reduced
185
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
576
Tucker Asset Management
Colorado
$3.31K +$3.31K +33 New
CWP
577
Concord Wealth Partners
Virginia
$2.91K +$2.91K +29 New
NB
578
NBT Bank
New York
$1.81K +$1.81K +18 New
ACA
579
Aptus Capital Advisors
Alabama
$1.4K +$1.4K +14 New
AF
580
Advisornet Financial
Minnesota
$1.1K +$1.1K +11 New
Franklin Resources
581
Franklin Resources
California
$401
S
582
SignatureFD
Georgia
$100 +$100 +1 New
OSAM
583
O'Shaughnessy Asset Management
Connecticut
$100 +$100 +1 New
LFG
584
Larson Financial Group
Missouri
$38 -$211K -2,094 Closed
ETC
585
Exchange Traded Concepts
Oklahoma
-$366M -3,632,926 Closed
Nomura Asset Management
586
Nomura Asset Management
Japan
-$76.9M -763,500 Closed
EF
587
Empowered Funds
Pennsylvania
-$46.3M -462,025 Closed
RAG
588
RIA Advisory Group
Iowa
-$44.5M -442,514 Closed
EF
589
Empirical Finance
Pennsylvania
-$26.9M -267,704 Closed
NG
590
Norden Group
Utah
-$20.6M -227,828 Closed
MSCM
591
McElhenny Sheffield Capital Management
Texas
-$14.9M -147,731 Closed
CL
592
Cabana LLC
Arkansas
-$13.4M -132,903 Closed
AT
593
American Trust
Kentucky
-$12M -118,933 Closed
CWA
594
Centennial Wealth Advisory
Michigan
-$8.09M -80,369 Closed
APWA
595
Atlas Private Wealth Advisors
New Jersey
-$7.51M -74,606 Closed
AWM
596
Accurate Wealth Management
Florida
-$6.76M -67,295 Closed
PEA
597
Park Edge Advisors
Ohio
-$3.85M -38,196 Closed
SPWM
598
Spartan Planning & Wealth Management
North Carolina
-$3.7M -36,752 Closed
WAS
599
Winch Advisory Services
Wisconsin
-$3.67M -36,444 Closed
WP
600
WealthPLAN Partners
Nebraska
-$3.25M -32,249 Closed