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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 %
BCM
676
Buckhead Capital Management
Georgia
$230K -$217K -2,167 -49%
SSWM
677
Smith Salley Wealth Management
North Carolina
$228K +$228K +2,272 New
VA
678
Vident Advisory
Georgia
$227K
AWAU
679
Alliance Wealth Advisors (Utah)
Utah
$227K +$227K +2,265 New
IP
680
Intellectus Partners
California
$224K +$2.61K +26 +1%
UCB
681
United Community Bank
South Carolina
$218K -$59.9K -597 -22%
CA
682
Claro Advisors
Massachusetts
$218K -$22.5K -224 -9%
EF
683
Exeter Financial
Arizona
$217K
USCWA
684
U.S. Capital Wealth Advisors
Texas
$216K
SAM
685
Seelaus Asset Management
New Jersey
$216K +$216K +2,150 New
AM
686
AGF Management
Ontario, Canada
$210K +$210K +2,092 New
BC
687
Brio Consultants
California
$208K -$116K -1,152 -36%
LWL
688
Leo Wealth LLC
Texas
$208K +$208K +2,070 New
BDFN
689
Bond & Devick Financial Network
Minnesota
$207K
SWA
690
Sightline Wealth Advisors
Connecticut
$205K +$3.21K +32 +2%
PTC
691
Private Trust Company
Ohio
$204K -$16.1K -160 -7%
SCM
692
Spring Capital Management
Texas
$202K +$202K +2,015 New
NCM
693
Northland Capital Management
Minnesota
$201K
SFPG
694
Stonebridge Financial Planning Group
Florida
$201K
PPC
695
Park Place Capital
Alabama
$201K
TWM
696
Tanglewood Wealth Management
Texas
$201K +$201K +2,000 New
AIA
697
Armor Investment Advisors
North Carolina
$200K
MFA
698
McClarren Financial Advisors
Pennsylvania
$200K +$200K +2,000 New
TC
699
Trust Company
Kansas
$199K -$164K -1,640 -45%
SWM
700
Spire Wealth Management
Virginia
$184K -$4.62K -46 -2%