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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
SA
76
Sanctuary Advisors
Indiana
$25.8M +$25.8M +256,502 New
VA
77
Vident Advisory
Georgia
$25.8M +$25.5M +253,703 +11,196%
EWM
78
Evermay Wealth Management
Virginia
$25.6M -$9.31M -92,582 -27%
OCG
79
Opus Capital Group
Ohio
$25.5M +$5.71M +56,757 +29%
Pathstone Holdings
80
Pathstone Holdings
New Jersey
$25.5M +$2.18M +21,725 +9%
SW
81
SVB Wealth
Massachusetts
$25.5M -$8M -79,635 -24%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$24.3M +$2.07M +20,567 +9%
AF
83
Allworth Financial
California
$22.9M -$2.15M -21,391 -9%
SFSG
84
Sound Financial Strategies Group
Mississippi
$22.8M -$15.7M -156,500 -41%
BAAM
85
Baker Avenue Asset Management
California
$22.8M -$36.8K -366 -0.2%
FSC
86
Full Sail Capital
Oklahoma
$22.4M +$2.66M +26,436 +13%
FA
87
Fermata Advisors
California
$22.1M +$21.8M +216,703 +6,717%
SC
88
Slow Capital
California
$22.1M +$15.4M +153,395 +234%
ACP
89
Aveo Capital Partners
Colorado
$21.9M -$19.1M -190,514 -47%
ODIJL
90
One Day In July LLC
Vermont
$21.9M +$8.28M +82,404 +61%
AWS
91
Atria Wealth Solutions
New York
$21.6M -$557K -5,544 -3%
CI
92
CX Institutional
Indiana
$21.6M -$8.15M -81,077 -27%
RA
93
RFG Advisory
Alabama
$21.5M -$512K -5,095 -2%
AIP
94
Almanack Investment Partners
Pennsylvania
$21.3M -$8.85M -87,997 -29%
KWM
95
Kingsview Wealth Management
Oregon
$21M +$605K +6,023 +3%
SI
96
Stephens Inc
Arkansas
$20.7M +$4.47M +44,429 +28%
OFW
97
Omnia Family Wealth
Florida
$20.3M +$349K +3,477 +2%
CF
98
Centaurus Financial
California
$19.9M +$1.66M +16,552 +9%
RCS
99
Retirement Capital Strategies
California
$19.8M +$19.6M +194,864 +9,714%
TF
100
Trek Financial
Arizona
$19.7M +$11.6M +115,248 +144%