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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
LAS
651
Lloyd Advisory Services
Georgia
-$27.7M -283,884 Closed
HWM
652
Horizon Wealth Management
Illinois
-$26.4M -262,631 Closed
RVPG
653
Relative Value Partners Group
-$6.23M -61,883 Closed
AWM
654
Accurate Wealth Management
Florida
-$6.21M -61,748 Closed
AIM
655
Astor Investment Management
Illinois
-$6.19M -61,450 Closed
KDA
656
Kraft Davis & Associates
Missouri
-$4.6M -45,757 Closed
BWFA
657
Baltimore-Washington Financial Advisors
Maryland
-$3.94M -39,171 Closed
FHB
658
First Hawaiian Bank
Hawaii
-$2.79M -27,680 Closed
LNC
659
Lincoln National Corp
Pennsylvania
-$2.69M -26,750 Closed
IAA
660
Independent Advisor Alliance
North Carolina
-$2.58M -25,569 Closed
CPBTD
661
Central Pacific Bank - Trust Division
Hawaii
-$2.48M -24,760 Closed
JFL
662
Jarislowsky, Fraser Ltd
Quebec, Canada
-$1.72M -17,103 Closed
CIAS
663
Capital Investment Advisory Services
North Carolina
-$1.57M -15,608 Closed
OWA
664
Outlook Wealth Advisors
Texas
-$1.25M -12,383 Closed
LCGC
665
Legacy Capital Group California
California
-$1.16M -11,534 Closed
MGW
666
MB Generational Wealth
Washington
-$53.8K -11,101 Closed
WP
667
WealthPLAN Partners
Nebraska
-$987K -9,798 Closed
SFM
668
Spartan Fund Management
Canada
-$937K -9,300 Closed
1WM
669
1858 Wealth Management
Ohio
-$883K -8,802 Closed
CBFP
670
Cedar Brook Financial Partners
Ohio
-$880K -8,738 Closed
DADC
671
D.A. Davidson & Co
Montana
-$747K -7,414 Closed
WI
672
WBI Investments
New Jersey
-$744K -7,391 Closed
IGWM
673
ICA Group Wealth Management
Colorado
-$682K -6,769 Closed
SG
674
StoneX Group
New York
-$669K -6,641 Closed
AWP
675
Abacus Wealth Partners
California
-$625K -6,204 Closed