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iShares 0-3 Month Treasury Bond ETF

588 hedge funds and large institutions have $7.6B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 248 increasing their positions, 211 reducing their positions, and 70 closing their positions.

Holders
588
Holders Change
+8
Holders Change %
+1.38%
% of All Funds
8.53%
Holding in Top 10
81
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.22%
% of All Funds
1.17%
New
89
Increased
248
Reduced
211
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$38.2M 379,322 +160,091 +73%
CAN
52
Cetera Advisor Networks
California
$37.8M 375,817 -536,489 -59%
SAM
53
Synergy Asset Management
Washington
$37.8M 375,636 +109,191 +41%
AWM
54
Axxcess Wealth Management
California
$37.7M 374,593 +95,020 +34%
BlackRock
55
BlackRock
New York
$36.4M 360,999 +15,519 +4%
EWM
56
Evermay Wealth Management
Virginia
$34.9M 346,608 +148,215 +75%
Creative Planning
57
Creative Planning
Kansas
$34.6M 343,767 +187,593 +120%
Citadel Advisors
58
Citadel Advisors
Florida
$34.2M 339,113 +339,113 New
Jane Street
59
Jane Street
New York
$33.7M 334,740 +289,697 +643%
SW
60
SVB Wealth
Massachusetts
$33.5M 332,424 +42,076 +14%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$33.4M 331,890 -227,146 -41%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$33M 327,230 +66,108 +25%
RAG
63
RIA Advisory Group
Iowa
$32.8M 325,747 +325,747 New
Corient Private Wealth
64
Corient Private Wealth
Florida
$32.7M 324,577 +29,406 +10%
PC
65
Pecaut & Co
Iowa
$32.1M 318,564 +67,194 +27%
HighTower Advisors
66
HighTower Advisors
Illinois
$31.6M 314,186 +36,001 +13%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$31M 307,349 -127,037 -29%
TIA
68
Traphagen Investment Advisors
New Jersey
$30.9M 306,628 -168 -0.1%
FWM
69
Focused Wealth Management
New York
$30.9M 306,368 +15,332 +5%
EFA
70
Efficient Frontier Advisors
Connecticut
$30.4M 301,539 -11,931 -4%
AIP
71
Almanack Investment Partners
Pennsylvania
$30.2M 299,951 -13,258 -4%
CI
72
CX Institutional
Indiana
$29.7M 295,129 -100,738 -25%
UCFA
73
United Capital Financial Advisors
Texas
$29.3M 290,770 +10,763 +4%
BWS
74
Buck Wealth Strategies
Colorado
$29.1M 289,050 +197,237 +215%
TIM
75
Tortoise Investment Management
New York
$29.1M 289,001 +63,457 +28%