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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
HGERS
626
Householder Group Estate & Retirement Specialist
Arizona
$11K
FGAM
627
Financial Gravity Asset Management
Texas
$9.87K -$3.32K -33 -25%
Bessemer Group
628
Bessemer Group
New Jersey
$9K +$8.85K +88 New
WOSD
629
WFA of San Diego
California
$8.46K +$8.44K +84 New
PCM
630
Penserra Capital Management
California
$8K +$7.94K +79 New
CAL
631
Capital Analysts LLC
Pennsylvania
$7K
DMIC
632
Dixon Mitchell Investment Counsel
British Columbia, Canada
$6.34K +$6.33K +63 New
JFA
633
JNBA Financial Advisors
Minnesota
$5.94K +$5.93K +59 New
GIM
634
Gold Investment Management
Alberta, Canada
$5.44K
FRA
635
Front Row Advisors
California
$5.44K
AF
636
Advisornet Financial
Minnesota
$5.14K +$402 +4 +9%
HI
637
Hoey Investments
Pennsylvania
$4.43K +$4.42K +44 New
TWP
638
Triad Wealth Partners
Kansas
$3.83K +$3.82K +38 New
HIA
639
Harbor Investment Advisory
Maryland
$3.73K -$101 -1 -3%
CT
640
Clearstead Trust
Maine
$2.62K
CWP
641
Concord Wealth Partners
Virginia
$2.52K
CP
642
Camelot Portfolios
Ohio
$2.46K +$2.41K +24 New
UIA
643
Ulland Investment Advisors
Minnesota
$1K -$9.05K -90 -90%
ANBT
644
American National Bank & Trust
Texas
$806 +$804 +8 New
LIA
645
Lynx Investment Advisory
District of Columbia
$504 +$503 +5 New
SFA
646
Semmax Financial Advisors
North Carolina
$481 -$5.53K -55 -92%
BHWM
647
Beaird Harris Wealth Management
Texas
$403 +$402 +4 New
RCM
648
Raleigh Capital Management
North Carolina
$93 -$107K -1,068 -100%
GAA
649
Global Assets Advisory
Florida
-$12.9M -1,291,010 Closed
LAS
650
LWM Advisory Services
Florida
-$8.28M -322,902 Closed