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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 %
ST
101
Smithfield Trust
Pennsylvania
$17.9M 177,556 -67,114 -27%
Mirae Asset Global Investments
102
Mirae Asset Global Investments
South Korea
$17.5M 173,272 +963 +0.6%
BCM
103
Brookstone Capital Management
Illinois
$17.3M 172,215 +42,525 +33%
CIA
104
Concurrent Investment Advisors
Florida
$17.2M 171,190 +148,318 +648%
LWANC
105
Laurel Wealth Advisors (North Carolina)
North Carolina
$17M 169,038 +18,694 +12%
AP
106
Advisors Preferred
Maryland
$16.9M 168,360 +43,080 +34%
SSWM
107
Strait & Sound Wealth Management
California
$16.8M 167,594 +1,064 +0.6%
SWM
108
Selective Wealth Management
Virginia
$16.7M 166,139 +27,864 +20%
ST
109
Spinnaker Trust
Maine
$16.7M 165,488 +2,843 +2%
OAM
110
Oppenheimer Asset Management
New York
$16.6M 164,655 -6,090 -4%
HIM
111
Hanlon Investment Management
New Jersey
$16.5M 164,197 -7,666 -4%
WS
112
Wedbush Securities
California
$16.5M 163,544 -242,684 -60%
Envestnet Portfolio Solutions
113
Envestnet Portfolio Solutions
Illinois
$16.5M 163,535 +10,555 +7%
NA
114
Nottingham Advisors
New York
$16.5M 163,361 +31,456 +24%
VF
115
VitalStone Financial
Texas
$16.4M 162,436 -48,483 -23%
CM
116
Cercano Management
Washington
$16.2M 161,176
SI
117
Stephens Inc
Arkansas
$16.2M 160,917 +68,143 +73%
IA
118
IFS Advisors
Kansas
$15.8M 156,734 +156,734 New
GRP
119
Global Retirement Partners
California
$15.8M 156,394 -1,560 -1%
CGA
120
Crescent Grove Advisors
Illinois
$15.5M 153,474 +46,732 +44%
Kovitz Investment Group Partners
121
Kovitz Investment Group Partners
Illinois
$15.2M 151,203 +151,203 New
WFA
122
Wellspring Financial Advisors
Ohio
$15.1M 150,258 -119,413 -44%
AAS
123
Avantax Advisory Services
Texas
$15M 148,561 +25,769 +21%
SPIA
124
Steward Partners Investment Advisory
New York
$14.6M 144,676 -10,725 -7%
KSWA
125
Kathleen S. Wright Associates
Pennsylvania
$14.4M 143,038 -18,423 -11%