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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
FTUS
126
Flow Traders U.S.
New York
$15M +$12.5M +124,603 +517%
VF
127
VitalStone Financial
Texas
$14.8M -$682K -6,780 -4%
ST
128
Smithfield Trust
Pennsylvania
$14.7M +$1.76M +17,489 +14%
CGA
129
Crescent Grove Advisors
Illinois
$14.6M -$1.96M -19,471 -12%
NA
130
Nottingham Advisors
New York
$14.4M -$684K -6,808 -5%
PWM
131
Perigon Wealth Management
California
$14.1M -$4.04M -40,195 -22%
ERIM
132
Eagle Ridge Investment Management
Connecticut
$14.1M +$696K +6,921 +5%
FF
133
Farnam Financial
Arizona
$14M +$14M +139,221 New
KSWA
134
Kathleen S. Wright Associates
Pennsylvania
$13.8M -$318K -3,159 -2%
SSWM
135
Strait & Sound Wealth Management
California
$13.8M -$2.36M -23,468 -15%
CAAM
136
Cornerstone Advisors Asset Management
Pennsylvania
$13.6M +$13.6M +135,281 New
AP
137
Advisors Preferred
Maryland
$13.6M +$749K +7,450 +6%
AAS
138
Avantax Advisory Services
Texas
$13.5M -$2.94M -29,282 -18%
SIAM
139
Sterling Investment Advisors (Missouri)
Missouri
$13.4M +$840K +8,355 +7%
HIM
140
Hanlon Investment Management
New Jersey
$13.3M -$1.7M -16,939 -11%
WIC
141
Woodmont Investment Counsel
Tennessee
$13.2M -$1.62M -16,085 -11%
DWMS
142
Dominguez Wealth Management Solutions
Virginia
$13.2M +$524K +5,212 +4%
FOA
143
Five Oceans Advisors
California
$12.7M +$7.58M +75,408 +149%
TM
144
Titan Managers
Arizona
$12.6M +$11.3K +112 +0.1%
DRS
145
Deane Retirement Strategies
Louisiana
$12.2M -$1.85M -18,433 -13%
SMC
146
Smith, Moore & Co
Missouri
$12M +$7.16M +71,219 +149%
BCM
147
Blume Capital Management
California
$11.9M +$11.9M +118,487 New
SPIA
148
Steward Partners Investment Advisory
New York
$11.9M -$3.01M -29,916 -20%
EB
149
Emprise Bank
Kansas
$11.8M +$1.35M +13,446 +13%
Thrivent Financial for Lutherans
150
Thrivent Financial for Lutherans
Minnesota
$11.7M -$32.4M -322,115 -73%