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iShares 0-3 Month Treasury Bond ETF

588 hedge funds and large institutions have $7.6B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 248 increasing their positions, 211 reducing their positions, and 70 closing their positions.

Holders
588
Holders Change
+8
Holders Change %
+1.38%
% of All Funds
8.53%
Holding in Top 10
81
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.22%
% of All Funds
1.17%
New
89
Increased
248
Reduced
211
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DJSG
151
D.J. St. Germain
Massachusetts
$10.6M 105,713 -10,527 -9%
CA
152
Cetera Advisors
Colorado
$10.4M 103,712 +793 +0.8%
FGA
153
Fortis Group Advisors
New Jersey
$10.1M 100,089 -56,741 -36%
CG
154
Cynosure Group
Utah
$10M 99,494 +30,270 +44%
MOS
155
MGO One Seven
Ohio
$9.71M 96,405 +18,935 +24%
TW
156
Trajan Wealth
Arizona
$9.71M 96,379 +96,379 New
US Bancorp
157
US Bancorp
Minnesota
$9.46M 93,890 +2,726 +3%
AAG
158
Armstrong Advisory Group
Massachusetts
$9.27M 92,491
GWM
159
Greenwich Wealth Management
Connecticut
$9.16M 90,905 +765 +0.8%
CRC
160
Curi RMB Capital
Illinois
$8.99M 89,223 +89,223 New
ODA
161
One Degree Advisors
California
$8.92M 88,518 -49 -0.1%
SFS
162
Sowell Financial Services
Arkansas
$8.82M 87,558 -43,758 -33%
BEAM
163
Baker Ellis Asset Management
Washington
$8.68M 86,200 -2,000 -2%
ACA
164
Ackerman Capital Advisors
Texas
$8.59M 85,247 +28,307 +50%
CCFM
165
Clear Creek Financial Management
Washington
$8.36M 83,022 -235,466 -74%
LAS
166
LWM Advisory Services
Florida
$8.28M 322,902 +301,999 +1,445%
DRS
167
Deane Retirement Strategies
Louisiana
$8.1M 80,473 +80,473 New
TF
168
Trek Financial
Arizona
$8.08M 80,235 -705,509 -90%
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$7.85M 77,993 -1,723 -2%
VWM
170
Vivid Wealth Management
Iowa
$7.76M 77,045 +1,295 +2%
CRWM
171
Castle Rock Wealth Management
California
$7.68M 76,581 -39,485 -34%
SFM
172
Signet Financial Management
New Jersey
$7.47M 74,218 +3,978 +6%
FIA
173
Foundations Investment Advisors
Arizona
$7.45M 73,968 -179,272 -71%
IAIM
174
International Assets Investment Management
Florida
$7.44M 74,164 +36,192 +95%
SWP
175
Stratos Wealth Partners
Ohio
$7.43M 73,778 +5,125 +7%