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iShares 0-3 Month Treasury Bond ETF

684 hedge funds and large institutions have $8.89B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 289 increasing their positions, 238 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+42
Holders Change %
+6.54%
% of All Funds
9.89%
Holding in Top 10
94
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.08%
% of All Funds
1.36%
New
103
Increased
289
Reduced
238
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
576
Diversify Wealth Management
Utah
$262K +$39.4K +392 +18%
SF
577
Synovus Financial
Georgia
$261K -$5.64K -56 -2%
HI
578
Harbour Investments
Wisconsin
$261K +$19.7K +196 +8%
IWM
579
Integris Wealth Management
California
$260K +$260K +2,578 New
SF
580
Symphony Financial
Texas
$257K +$101 +1 +0%
VCM
581
Virtue Capital Management
Tennessee
$257K -$906 -9 -0.4%
KPP
582
Kings Path Partners
Texas
$252K
DF
583
DecisionPoint Financial
Arizona
$246K -$211K -2,092 -46%
CA
584
Claro Advisors
Massachusetts
$242K -$113K -1,122 -32%
IA
585
Insight Advisors
Pennsylvania
$239K +$5.04K +50 +2%
QPWM
586
Quadrant Private Wealth Management
Pennsylvania
$234K -$101 -1 -0%
1WM
587
1858 Wealth Management
Ohio
$234K +$234K +2,326 New
CA
588
Crane Advisory
California
$231K -$1K -10 -0.4%
CFC
589
Coyle Financial Counsel
Illinois
$230K -$8.86K -88 -4%
RFG
590
RFP Financial Group
Georgia
$230K -$391K -3,878 -63%
CA
591
Calton & Associates
Florida
$229K +$229K +2,270 New
VA
592
Vident Advisory
Georgia
$228K -$25.6M -253,703 -99%
HW
593
Hedeker Wealth
Illinois
$226K +$226K +2,243 New
LFAS
594
Level Four Advisory Services
Texas
$225K +$225K +2,235 New
DADC
595
D.A. Davidson & Co
Montana
$225K +$225K +2,231 New
IP
596
Intellectus Partners
California
$222K +$222K +2,203 New
PTC
597
Private Trust Company
Ohio
$221K
PCIA
598
Prime Capital Investment Advisors
Kansas
$218K -$18.8K -187 -8%
EF
599
Exeter Financial
Arizona
$218K +$218K +2,166 New
USCWA
600
U.S. Capital Wealth Advisors
Texas
$217K +$217K +2,156 New