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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
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 +$2.86M +28,472 +29%
AP
129
Advisors Preferred
Maryland
$12.6M +$504K +5,020 +4%
AAS
130
Avantax Advisory Services
Texas
$12.3M +$4.51M +44,880 +58%
NA
131
Nottingham Advisors
New York
$12.1M -$5.18M -51,585 -28%
PWM
132
Perigon Wealth Management
California
$12.1M +$872K +8,688 +8%
VA
133
Vident Advisory
Georgia
$12.1M +$11.9M +118,017 +5,183%
AC
134
Arjuna Capital
North Carolina
$12M -$5.56M -55,360 -32%
CC
135
Cypress Capital
Tennessee
$11.7M +$134K +1,331 +1%
DJSG
136
D.J. St. Germain
Massachusetts
$11.7M +$4.68M +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 +$3.02M +30,049 +38%
CP
140
Clayton Partners
California
$10.9M +$1.05M +10,472 +11%
HCA
141
Heck Capital Advisors
Wisconsin
$10.8M +$6M +59,776 +124%
WIC
142
Woodmont Investment Counsel
Tennessee
$10.8M -$352K -3,506 -3%
CGA
143
Crescent Grove Advisors
Illinois
$10.7M +$1.44M +14,294 +15%
RAM
144
Revere Asset Management
Texas
$10.6M +$10.6M +105,886 New
CA
145
Cetera Advisors
Colorado
$10.3M +$708K +7,051 +7%
BTI
146
Blue Trust Inc
Georgia
$9.95M -$1.06M -10,568 -10%
NA
147
NewEdge Advisors
Louisiana
$9.79M +$3.82M +38,077 +64%
OLVIG
148
Oliver Lagore Vanvalin Investment Group
Michigan
$9.63M -$23.4M -232,557 -71%
SI
149
Stephens Inc
Arkansas
$9.3M +$7.91M +78,738 +561%
AAG
150
Armstrong Advisory Group
Massachusetts
$9.27M +$9.29M +92,491 New