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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
OAM
101
Oppenheimer Asset Management
New York
$17.1M +$10.3M +102,300 +149%
CWM
102
Curi Wealth Management
North Carolina
$17M +$6.85M +68,229 +68%
SSWM
103
Strait & Sound Wealth Management
California
$16.7M +$16.7M +166,530 New
ST
104
Spinnaker Trust
Maine
$16.3M +$16.3M +162,645 New
KSWA
105
Kathleen S. Wright Associates
Pennsylvania
$16.2M +$5.23M +52,088 +48%
CM
106
Cercano Management
Washington
$16.2M -$8.45M -84,175 -34%
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$16.1M -$2.62M -26,056 -14%
GRP
108
Global Retirement Partners
California
$15.9M +$15.1M +150,539 +2,030%
TC
109
Telemus Capital
Michigan
$15.8M -$266K -2,648 -2%
FGA
110
Fortis Group Advisors
New Jersey
$15.8M
Creative Planning
111
Creative Planning
Kansas
$15.7M +$2.82M +28,065 +22%
FSC
112
Full Sail Capital
Oklahoma
$15.6M +$15.6M +155,678 New
SPIA
113
Steward Partners Investment Advisory
New York
$15.6M +$541K +5,384 +4%
MAWAG
114
Mid-American Wealth Advisory Group
Missouri
$15.5M +$15.5M +154,777 New
Envestnet Portfolio Solutions
115
Envestnet Portfolio Solutions
Illinois
$15.3M +$725K +7,217 +5%
WA
116
Waverly Advisors
Alabama
$15.1M +$2.07M +20,606 +16%
LWANC
117
Laurel Wealth Advisors (North Carolina)
North Carolina
$15.1M +$5.49M +54,642 +57%
SMC
118
Smith, Moore & Co
Missouri
$14.9M +$11.4M +113,659 +324%
WAM
119
Worth Asset Management
Texas
$14.6M +$2.24M +22,263 +18%
TM
120
Titan Managers
Arizona
$14.3M -$435K -4,330 -3%
SWM
121
Selective Wealth Management
Virginia
$13.9M +$2.79M +27,770 +25%
NCM
122
Northland Capital Management
Minnesota
$13.2M -$7.23M -72,009 -35%
SFS
123
Sowell Financial Services
Arkansas
$13.2M +$7.3M +72,654 +124%
ERIM
124
Eagle Ridge Investment Management
Connecticut
$13.1M +$215K +2,138 +2%
MML Investors Services
125
MML Investors Services
Massachusetts
$13M +$1.25M +12,410 +11%