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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
SFCL
601
Strengthening Families & Communities LLC
Massachusetts
$66K -$153K -1,523 -70%
BWAM
602
Boyd Watterson Asset Management
Ohio
$65.1K +$64.9K +646 New
CHA
603
Carmichael Hill & Associates
Maryland
$61.6K +$31.7K +315 +106%
PPA
604
Painted Porch Advisors
California
$60K +$59.9K +596 New
ME
605
McIlrath & Eck
Washington
$56.3K +$6.33K +63 +13%
Citigroup
606
Citigroup
New York
$51.6K -$81.4K -810 -61%
Franklin Resources
607
Franklin Resources
California
$47.9K +$47.4K +472 +11,800%
S
608
SignatureFD
Georgia
$47.8K +$47.7K +475 New
ACA
609
Aptus Capital Advisors
Alabama
$43.5K +$302 +3 +0.7%
GIA
610
GHP Investment Advisors
Colorado
$42.8K +$2.71K +27 +7%
FHA
611
First Horizon Advisors
Tennessee
$42.5K -$4.02K -40 -9%
FIM
612
FWL Investment Management
Texas
$40.7K
AAP
613
Arax Advisory Partners
Colorado
$39.5K -$8.24K -82 -17%
TH
614
TCTC Holdings
Texas
$39.5K
MCA
615
Maryland Capital Advisors
Maryland
$36.2K +$402 +4 +1%
CAS
616
Coppell Advisory Solutions
Texas
$30.7K +$30.7K +305 New
LFG
617
Larson Financial Group
Missouri
$30.7K +$30.7K +305 New
Fidelity Investments
618
Fidelity Investments
Massachusetts
$30.4K +$15.7K +156 +107%
ADL
619
Asset Dedication LLC
California
$30K +$30K +298 New
CSC
620
Caldwell Sutter Capital
California
$25.2K +$25.1K +250 New
PCMC
621
Planning Capital Management Corporation
Pennsylvania
$17.2K -$10.7K -106 -38%
William Blair & Company
622
William Blair & Company
Illinois
$15.8K +$6.53K +65 +71%
PA
623
PSI Advisors
Florida
$15.5K
TCM
624
TruNorth Capital Management
Michigan
$12.1K +$12.1K +120 New
Allspring Global Investments
625
Allspring Global Investments
North Carolina
$11.9K +$11.9K +118 New