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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 %
US Bancorp
151
US Bancorp
Minnesota
$9.14M +$3.01M +30,038 +49%
GWM
152
Greenwich Wealth Management
Connecticut
$9.04M -$3.17M -31,632 -26%
ODA
153
One Degree Advisors
California
$8.89M +$8.89M +88,567 New
BEAM
154
Baker Ellis Asset Management
Washington
$8.84M +$2M +19,950 +29%
OPS
155
Orion Portfolio Solutions
Nebraska
$8.7M -$4.49M -44,695 -34%
BCI
156
Brinker Capital Investments
Pennsylvania
$8.7M -$4.49M -44,695 -34%
VA
157
Valmark Advisers
Ohio
$8.66M +$4.75M +47,419 +122%
MKA
158
M. Kulyk & Associates
Georgia
$8.66M +$8.66M +86,325 New
Goldman Sachs
159
Goldman Sachs
New York
$8.52M -$25.1M -250,751 -75%
OP
160
ORG Partners
Indiana
$8.13M +$4.11M +40,985 +102%
LAS
161
Lloyd Advisory Services
Georgia
$8.01M -$14.8M -147,928 -65%
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$7.99M +$2.05M +20,402 +34%
CG
163
Cynosure Group
Utah
$7.96M +$5.04M +43,814 +172%
MOS
164
MGO One Seven
Ohio
$7.77M +$2.25M +22,481 +41%
VWM
165
Vivid Wealth Management
Iowa
$7.6M +$7.6M +75,750 New
OMC
166
Old Mission Capital
Illinois
$7.52M +$7.52M +75,042 New
OCM
167
Orion Capital Management
California
$7.3M +$1.2M +11,974 +20%
SFM
168
Signet Financial Management
New Jersey
$7.04M +$1.15M +11,434 +19%
MWC
169
MBM Wealth Consultants
Missouri
$6.96M +$1.18M +11,750 +20%
AIC
170
Archer Investment Corporation
Indiana
$6.9M -$1.18M -11,780 -15%
WW
171
Waterfront Wealth
Kansas
$6.9M -$2.05M -20,474 -23%
SWP
172
Stratos Wealth Partners
Ohio
$6.88M +$1.74M +17,322 +34%
EFG
173
Ethos Financial Group
Pennsylvania
$6.82M -$2.13M -21,194 -24%
RSWM
174
Robertson Stephens Wealth Management
California
$6.78M +$1.14M +11,367 +20%
HFA
175
Highland Financial Advisors
New Jersey
$6.6M +$5.75M +57,311 +672%