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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
PIS
676
POM Investment Strategies
North Carolina
-$595K -5,904 Closed
ECA
677
Elevated Capital Advisors
Utah
-$340K -3,372 Closed
LCM
678
Lunt Capital Management
Utah
-$329K -3,263 Closed
BWM
679
Birchcreek Wealth Management
Ohio
-$288K -2,863 Closed
PWA
680
Prairie Wealth Advisors
Nebraska
-$283K -2,815 Closed
CAG
681
Csenge Advisory Group
Florida
-$263K -2,608 Closed
BA
682
Bristlecone Advisors
Washington
-$260K -2,586 Closed
SCP
683
Shorepoint Capital Partners
Massachusetts
-$253K -2,510 Closed
PWP
684
Principle Wealth Partners
Connecticut
-$252K -2,504 Closed
LW
685
Libra Wealth
California
-$252K -2,502 Closed
AM
686
AGF Management
Ontario, Canada
-$237K -2,354 Closed
SFA
687
Source Financial Advisors
New York
-$235K -2,336 Closed
NL
688
NWAM LLC
Washington
-$224K -2,236 Closed
CWM
689
Cornerstone Wealth Management
Missouri
-$215K -2,137 Closed
CC
690
Cadinha & Co
Hawaii
-$201K -2,000 Closed
PCA
691
Providence Capital Advisors
North Carolina
-$126K -1,248 Closed
UB
692
UMB Bank
Missouri
-$117K -1,160 Closed
EK
693
Evensky & Katz
Florida
-$80K -795 Closed
CAM
694
Clarity Asset Management
Iowa
-$68K -676 Closed
PCMC
695
Private Capital Management (Colorado)
Colorado
-$58.3K -579 Closed
MM
696
Main Management
California
-$55K -545 Closed
CWC
697
Carolinas Wealth Consulting
North Carolina
-$37.3K -370 Closed
C
698
Covestor
United Kingdom
-$9K -91 Closed
SIS
699
Sound Income Strategies
Florida
-$3.93K -39 Closed
APC
700
Aspire Private Capital
North Carolina
-$2.32K -23 Closed