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iShares 0-3 Month Treasury Bond ETF

761 hedge funds and large institutions have $10.7B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 325 increasing their positions, 220 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+77
Holders Change %
+11.26%
% of All Funds
10.13%
Holding in Top 10
131
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+39.36%
% of All Funds
1.74%
New
172
Increased
325
Reduced
220
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CL
651
Choreo LLC
Illinois
$279K +$279K +2,784 New
CW
652
CreativeOne Wealth
Kansas
$279K -$133K -1,321 -32%
SF
653
Synovus Financial
Georgia
$275K +$15.1K +151 +6%
OWM
654
Opes Wealth Management
California
$272K -$5.02K -50 -2%
TSS
655
Two Sigma Securities
New York
$271K -$3.6M -35,935 -93%
PAS
656
PKS Advisory Services
New York
$271K +$271K +2,699 New
WWM
657
Whalen Wealth Management
Nevada
$268K -$2.81K -28 -1%
WMA
658
West Michigan Advisors
Michigan
$267K +$267K +2,662 New
EAM
659
Evanson Asset Management
California
$265K -$45.2K -451 -15%
SS
660
Sunbelt Securities
Texas
$264K -$120K -1,199 -31%
RB
661
Renasant Bank
Mississippi
$263K
PCIA
662
Prime Capital Investment Advisors
Kansas
$259K +$41.2K +411 +19%
CA
663
Cohalo Advisory
Washington
$252K +$252K +2,515 New
SF
664
Symphony Financial
Texas
$250K -$6.54K -65 -3%
RWM
665
Rockwood Wealth Management
Pennsylvania
$250K -$127K -1,265 -34%
AWM
666
Apollon Wealth Management
South Carolina
$248K -$162K -1,617 -40%
CA
667
Crane Advisory
California
$246K +$15K +149 +6%
VHAM
668
Van Hulzen Asset Management
California
$246K +$246K +2,450 New
SWP
669
Summit Wealth Partners
Florida
$245K +$43.9K +438 +22%
AIA
670
AIMZ Investment Advisors
California
$241K -$40.1K -400 -14%
BAM
671
Bayshore Asset Management
Florida
$240K +$240K +2,390 New
FFN
672
Focus Financial Network
Minnesota
$237K +$237K +2,359 New
IA
673
Insight Advisors
Pennsylvania
$235K -$3.61K -36 -2%
QPWM
674
Quadrant Private Wealth Management
Pennsylvania
$234K
WFS
675
Widmann Financial Services
Maryland
$231K +$231K +2,300 New