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iShares 0-3 Month Treasury Bond ETF

647 hedge funds and large institutions have $8.37B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 289 increasing their positions, 197 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 56

47% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 197

19% more funds holding in top 10

Funds holding in top 10: 8196 (+15)

10% more capital invested

Capital invested by funds: $7.6B → $8.37B (+$766M)

9% more funds holding

Funds holding: 591647 (+56)

1.77% less ownership

Funds ownership: 40.2%38.43% (-1.8%)

Holders
647
Holders Change
+56
Holders Change %
+9.48%
% of All Funds
9.34%
Holding in Top 10
96
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+18.52%
% of All Funds
1.39%
New
120
Increased
289
Reduced
197
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
126
Nottingham Advisors
New York
$15.1M -$1.36M -13,498 -8%
HIM
127
Hanlon Investment Management
New Jersey
$15M -$1.56M -15,537 -9%
MKA
128
M. Kulyk & Associates
Georgia
$15M -$11M -109,192 -42%
SPIA
129
Steward Partners Investment Advisory
New York
$14.9M +$363K +3,609 +2%
WS
130
Wedbush Securities
California
$14.9M -$1.6M -15,881 -10%
WIC
131
Woodmont Investment Counsel
Tennessee
$14.8M +$1.44M +14,319 +11%
IPW
132
Impact Partnership Wealth
Georgia
$14.8M +$13.3M +131,904 +880%
AFG
133
Altiora Financial Group
Ohio
$14.6M +$3.37M +33,559 +30%
CG
134
Cynosure Group
Utah
$14.2M +$4.13M +41,105 +41%
KSWA
135
Kathleen S. Wright Associates
Pennsylvania
$14.1M -$279K -2,772 -2%
DRS
136
Deane Retirement Strategies
Louisiana
$14M +$5.94M +59,077 +73%
Kovitz Investment Group Partners
137
Kovitz Investment Group Partners
Illinois
$14M -$1.26M -12,584 -8%
UFM
138
Ursa Fund Management
California
$13.5M +$13.5M +134,000 New
ERIM
139
Eagle Ridge Investment Management
Connecticut
$13.4M +$126K +1,256 +1%
MOS
140
MGO One Seven
Ohio
$13.4M +$3.64M +36,229 +38%
PIN
141
Prudent Investors Network
California
$13M +$707K +7,038 +6%
CA
142
Clearstead Advisors
Ohio
$13M +$328K +3,264 +3%
ST
143
Smithfield Trust
Pennsylvania
$13M -$4.91M -48,892 -28%
AP
144
Advisors Preferred
Maryland
$12.9M -$4.04M -40,190 -24%
DWMS
145
Dominguez Wealth Management Solutions
Virginia
$12.7M -$236K -2,349 -2%
TM
146
Titan Managers
Arizona
$12.6M -$1.55M -15,403 -11%
SIAM
147
Sterling Investment Advisors (Missouri)
Missouri
$12.5M -$1.32M -13,138 -10%
MWM
148
Mascoma Wealth Management
New Hampshire
$12.4M +$12.4M +122,962 New
BSB
149
Bangor Savings Bank
Maine
$12.4M +$7.19M +71,527 +139%
VWM
150
Vigilare Wealth Management
Arizona
$12.3M -$25.9M -257,202 -68%