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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
SCP
76
Shorepoint Capital Partners
Massachusetts
$25.6M +$25.7M +255,432 New
FIA
77
Foundations Investment Advisors
Arizona
$25.4M +$17.8M +177,060 +232%
PC
78
Pecaut & Co
Iowa
$25.2M -$1M -9,959 -4%
Mariner
79
Mariner
Kansas
$25.1M +$7.64M +76,071 +44%
OFW
80
Omnia Family Wealth
Florida
$24.7M +$18.1M +180,686 +275%
ST
81
Smithfield Trust
Pennsylvania
$24.5M -$756K -7,533 -3%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$24.2M -$10.2M -101,540 -30%
AI
83
Atria Investments
North Carolina
$23.4M +$3.99M +39,691 +21%
AIM
84
Astor Investment Management
Illinois
$22.8M -$1.4M -13,980 -6%
TIM
85
Tortoise Investment Management
New York
$22.6M +$643K +6,402 +3%
KWM
86
Kingsview Wealth Management
Oregon
$22M +$5.2M +51,772 +31%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$22M -$870K -8,660 -4%
BAAM
88
Baker Avenue Asset Management
California
$21.7M +$8.42M +83,860 +63%
VF
89
VitalStone Financial
Texas
$21.1M -$872K -8,681 -4%
EWM
90
Evermay Wealth Management
Virginia
$19.9M +$18.5M +183,751 +1,255%
VIA
91
Vickerman Investment Advisors
Washington
$19.6M +$14.9M +148,494 +318%
CE
92
Cornerstone Enterprises
Wisconsin
$19.6M +$19.6M +195,138 New
AWS
93
Atria Wealth Solutions
New York
$19M -$3.49M -34,751 -16%
CAMG
94
CWA Asset Management Group
Florida
$18.9M +$1.8M +17,935 +11%
Truist Financial
95
Truist Financial
North Carolina
$18.2M +$3.37M +33,585 +23%
CF
96
Centaurus Financial
California
$17.8M -$1.95M -19,432 -10%
KAS
97
Kestra Advisory Services
Texas
$17.7M +$16.3M +162,023 +1,128%
CA
98
Clearstead Advisors
Ohio
$17.6M -$11.7M -116,724 -40%
Mirae Asset Global Investments
99
Mirae Asset Global Investments
South Korea
$17.3M +$625K +6,228 +4%
HIM
100
Hanlon Investment Management
New Jersey
$17.2M -$30.1M -299,312 -64%