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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 %
IIC
601
Integrated Investment Consultants
Michigan
$217K +$217K +212,640 New
SMH
602
Sanders Morris Harris
Texas
$214K
OC
603
Oarsman Capital
Wisconsin
$214K -$45K -447 -17%
W
604
WealthCollab
Washington
$210K +$2.22K +22 +1%
Koshinski Asset Management
605
Koshinski Asset Management
Illinois
$210K +$210K +2,083 New
TCM
606
Traynor Capital Management
Pennsylvania
$207K +$2.72K +27 +1%
BDFN
607
Bond & Devick Financial Network
Minnesota
$207K
CFO
608
Capitol Family Office
Oregon
$203K +$203K +2,020 New
SWA
609
Sightline Wealth Advisors
Connecticut
$203K -$20.2K -201 -9%
SWP
610
Summit Wealth Partners
Florida
$202K +$202K +2,004 New
SFPG
611
Stonebridge Financial Planning Group
Florida
$201K -$181K -1,800 -47%
NCM
612
Northland Capital Management
Minnesota
$201K -$50.4K -500 -20%
WJWM
613
Williams Jones Wealth Management
New York
$201K
PPC
614
Park Place Capital
Alabama
$201K
AIA
615
Armor Investment Advisors
North Carolina
$201K
CP
616
Capital Planning
Washington
$200K +$200K +1,990 New
SWM
617
Spire Wealth Management
Virginia
$190K -$31.1K -309 -14%
BGAI
618
Bruce G. Allen Investments
Colorado
$188K +$4.84K +48 +3%
CB
619
Community Bank
New York
$188K -$3.73K -37 -2%
AGWCA
620
Annis Gardner Whiting Capital Advisors
Florida
$160K +$160K +1,592 New
BIA
621
Bell Investment Advisors
California
$157K
SC
622
SouthState Corp
Florida
$156K -$730K -7,250 -82%
BWP
623
Baldwin Wealth Partners
Massachusetts
$156K +$20.1K +200 +15%
WP
624
WealthShield Partners
North Carolina
$155K +$32.1K +319 +26%
CCM
625
Chilton Capital Management
Texas
$152K -$334K -3,315 -69%