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iShares 0-3 Month Treasury Bond ETF

580 hedge funds and large institutions have $7.95B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 227 increasing their positions, 185 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+79
Holders Change %
+15.77%
% of All Funds
8.5%
Holding in Top 10
82
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.89%
% of All Funds
1.2%
New
137
Increased
227
Reduced
185
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
126
Brookstone Capital Management
Illinois
$13M -$1.1M -10,955 -8%
DWMS
127
Dominguez Wealth Management Solutions
Virginia
$12.9M +$12.3M +122,859 +1,990%
SIAM
128
Sterling Investment Advisors (Missouri)
Missouri
$12.8M +$2.85M +28,472 +29%
AP
129
Advisors Preferred
Maryland
$12.6M +$503K +5,020 +4%
AAS
130
Avantax Advisory Services
Texas
$12.3M +$4.5M +44,880 +58%
NA
131
Nottingham Advisors
New York
$12.1M -$4.75M -51,585 -28%
PWM
132
Perigon Wealth Management
California
$12.1M +$871K +8,688 +8%
VA
133
Vident Advisory
Georgia
$12.1M +$11.8M +118,017 +5,183%
AC
134
Arjuna Capital
North Carolina
$12M -$5.55M -55,360 -32%
CC
135
Cypress Capital
Tennessee
$11.7M +$133K +1,331 +1%
DJSG
136
D.J. St. Germain
Massachusetts
$11.7M +$4.67M +46,596 +67%
CRWM
137
Castle Rock Wealth Management
California
$11.6M +$1.55M +15,413 +15%
SCI
138
Stableford Capital II
Arizona
$11.5M -$14.5M -144,541 -56%
PAG
139
Private Advisor Group
New Jersey
$10.9M +$3.01M +30,049 +38%
CP
140
Clayton Partners
California
$10.9M +$1.05M +10,472 +11%
HCA
141
Heck Capital Advisors
Wisconsin
$10.8M +$5.99M +59,776 +124%
WIC
142
Woodmont Investment Counsel
Tennessee
$10.8M -$352K -3,506 -3%
CGA
143
Crescent Grove Advisors
Illinois
$10.7M +$1.43M +14,294 +15%
CA
144
Cetera Advisors
Colorado
$10.3M +$707K +7,051 +7%
BTI
145
Blue Trust Inc
Georgia
$9.95M -$1.06M -10,568 -10%
NA
146
NewEdge Advisors
Louisiana
$9.79M +$3.82M +38,077 +64%
OLVIG
147
Oliver Lagore Vanvalin Investment Group
Michigan
$9.63M -$23.3M -232,557 -71%
SI
148
Stephens Inc
Arkansas
$9.3M +$7.9M +78,738 +561%
AAG
149
Armstrong Advisory Group
Massachusetts
$9.27M +$9.27M +92,491 New
BWS
150
Buck Wealth Strategies
Colorado
$9.21M +$3.33M +33,206 +57%