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iShares 0-3 Month Treasury Bond ETF

688 hedge funds and large institutions have $8.89B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 291 increasing their positions, 240 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 51

21% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 240

6% more funds holding

Funds holding: 647688 (+41)

6% more capital invested

Capital invested by funds: $8.37B → $8.89B (+$526M)

2% less funds holding in top 10

Funds holding in top 10: 9694 (-2)

3.45% less ownership

Funds ownership: 38.43%34.97% (-3.5%)

Holders
688
Holders Change
+41
Holders Change %
+6.34%
% of All Funds
9.88%
Holding in Top 10
94
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.08%
% of All Funds
1.35%
New
102
Increased
291
Reduced
240
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
101
Brookstone Capital Management
Illinois
$19.7M +$4.07M +40,491 +26%
TF
102
Trek Financial
Arizona
$19.4M -$246K -2,451 -1%
CG
103
Cynosure Group
Utah
$19.2M +$5.06M +50,296 +36%
MML Investors Services
104
MML Investors Services
Massachusetts
$18.6M +$2.47M +24,608 +15%
AAG
105
Armstrong Advisory Group
Massachusetts
$18.6M +$17.2M +170,649 +1,202%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$18.4M -$5.87M -58,402 -24%
WS
107
Wedbush Securities
California
$18.3M +$3.47M +34,469 +23%
PAG
108
Private Advisor Group
New Jersey
$18.2M +$641K +6,375 +4%
Truist Financial
109
Truist Financial
North Carolina
$18.1M -$428K -4,255 -2%
MAS
110
Meeder Advisory Services
Ohio
$18M +$18M +178,657 New
KAS
111
Kestra Advisory Services
Texas
$18M -$358K -3,557 -2%
UFM
112
Ursa Fund Management
California
$17.9M +$4.35M +43,300 +32%
ST
113
Spinnaker Trust
Maine
$17.6M +$807K +8,024 +5%
Citadel Advisors
114
Citadel Advisors
Florida
$17.1M +$15.1M +149,779 +752%
MMA
115
Miracle Mile Advisors
California
$17M +$14.6M +145,005 +599%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$16.9M +$1.72M +17,070 +11%
PIN
117
Prudent Investors Network
California
$16.9M +$3.86M +38,348 +30%
Envestnet Portfolio Solutions
118
Envestnet Portfolio Solutions
Illinois
$16.1M -$1.19M -11,846 -7%
SI
119
Stonekeep Investments
New Mexico
$16M
OFW
120
Omnia Family Wealth
Florida
$15.5M -$4.8M -47,724 -24%
AWS
121
Atria Wealth Solutions
New York
$15.4M -$6.14M -61,052 -28%
BSB
122
Bangor Savings Bank
Maine
$15.3M +$2.88M +28,654 +23%
WA
123
Westfuller Advisors
New York
$15.2M +$15.2M +151,343 New
Mirae Asset Global ETFs Holdings
124
Mirae Asset Global ETFs Holdings
Hong Kong
$15.2M -$873K -8,682 -5%
IPW
125
Impact Partnership Wealth
Georgia
$15.1M +$349K +3,476 +2%