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iShares 0-3 Month Treasury Bond ETF

584 hedge funds and large institutions have $7.96B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 228 increasing their positions, 186 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 54

23% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 186

16% more funds holding

Funds holding: 503584 (+81)

0% more capital invested

Capital invested by funds: $7.95B → $7.96B (+$7.48M)

5.94% less ownership

Funds ownership: 51.04%45.1% (-5.9%)

8% less funds holding in top 10

Funds holding in top 10: 9083 (-7)

Holders
584
Holders Change
+81
Holders Change %
+16.1%
% of All Funds
8.51%
Holding in Top 10
83
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.78%
% of All Funds
1.21%
New
139
Increased
228
Reduced
186
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$36.4M +$36.5M +363,252 New
AF
52
Allworth Financial
California
$35M +$25.1M +250,376 +255%
SFA
53
Sequoia Financial Advisors
Ohio
$34.7M +$841K +8,371 +2%
BlackRock
54
BlackRock
New York
$34.6M +$5.57M +55,449 +19%
Millennium Management
55
Millennium Management
New York
$32.6M +$4.05M +40,306 +14%
VWM
56
Vigilare Wealth Management
Arizona
$32.3M -$619K -6,161 -2%
CCFM
57
Clear Creek Financial Management
Washington
$31.9M -$2.6M -25,856 -8%
EFA
58
Efficient Frontier Advisors
Connecticut
$31.4M +$31.5M +313,470 New
AIP
59
Almanack Investment Partners
Pennsylvania
$31.4M -$31.6M -315,086 -50%
TIA
60
Traphagen Investment Advisors
New Jersey
$30.8M +$1.06M +10,516 +4%
Corient Private Wealth
61
Corient Private Wealth
Florida
$29.6M -$3.52M -35,038 -11%
FWM
62
Focused Wealth Management
New York
$29.2M +$2.88M +28,705 +11%
SW
63
SVB Wealth
Massachusetts
$29.1M -$4.32M -43,053 -13%
CFM
64
Capricorn Fund Managers
United Kingdom
$29M
3C
65
325 Capital
New York
$28.5M +$28.5M +284,137 New
UCFA
66
United Capital Financial Advisors
Texas
$28.1M +$8.31M +82,712 +42%
AWM
67
Axxcess Wealth Management
California
$28M +$12.1M +120,911 +76%
HighTower Advisors
68
HighTower Advisors
Illinois
$27.9M +$9.56M +95,216 +52%
ACP
69
Aveo Capital Partners
Colorado
$27.5M -$30M -298,920 -52%
CW
70
Connectus Wealth
Ohio
$27.5M +$6.86M +68,270 +33%
EK
71
Evensky & Katz
Florida
$27.1M +$27.1M +270,041 +48,744%
BCM
72
BML Capital Management
Indiana
$27.1M
WFA
73
Wellspring Financial Advisors
Ohio
$27M +$2.18M +21,728 +9%
SAM
74
Synergy Asset Management
Washington
$26.7M +$10.1M +100,530 +61%
Bank of New York Mellon
75
Bank of New York Mellon
New York
$26.2M -$4.3M -42,818 -14%