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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
AFG
151
Altiora Financial Group
Ohio
$11.7M -$2.87M -28,587 -20%
SAF
152
Smith Anglin Financial
Texas
$11.6M +$11.2M +111,594 +2,995%
CA
153
Clearstead Advisors
Ohio
$11.4M -$1.57M -15,620 -12%
TW
154
Trajan Wealth
Arizona
$11.3M +$1.64M +16,320 +17%
HCA
155
Heck Capital Advisors
Wisconsin
$11.3M -$729K -7,252 -6%
GWM
156
Greenwich Wealth Management
Connecticut
$11.2M +$2.81M +27,988 +34%
HH
157
Hilltop Holdings
Texas
$11.1M +$7.05M +70,149 +175%
CAMG
158
CWA Asset Management Group
Florida
$10.9M +$10.8M +107,791 New
BWS
159
Buck Wealth Strategies
Colorado
$10.4M -$1.67M -16,594 -14%
CC
160
Cypress Capital
Tennessee
$10.3M +$198K +1,966 +2%
OAM
161
Oppenheimer Asset Management
New York
$10.3M -$1.12M -11,145 -10%
SBH
162
Segall Bryant & Hamill
Illinois
$10.3M +$10.3M +102,279 New
MOS
163
MGO One Seven
Ohio
$10.3M -$3.05M -30,357 -23%
BCI
164
Brinker Capital Investments
Pennsylvania
$10.2M +$3.17M +31,484 +45%
OPS
165
Orion Portfolio Solutions
Nebraska
$10.2M +$3.17M +31,484 +45%
CRWM
166
Castle Rock Wealth Management
California
$10M +$3.23M +32,100 +47%
FHA
167
Flagship Harbor Advisors
Massachusetts
$9.98M +$5.72M +56,871 +135%
HFA
168
Highland Financial Advisors
New Jersey
$9.95M +$574K +5,711 +6%
RCM
169
RMR Capital Management
California
$9.82M -$694K -6,903 -7%
US Bancorp
170
US Bancorp
Minnesota
$9.64M -$645K -6,414 -6%
FGA
171
Fortis Group Advisors
New Jersey
$9.56M -$84.3K -839 -0.9%
BEAM
172
Baker Ellis Asset Management
Washington
$9.56M +$572K +5,688 +6%
AC
173
Anson Capital
Georgia
$9.4M +$2.24M +22,314 +31%
Pathstone Holdings
174
Pathstone Holdings
New Jersey
$9.39M -$16M -159,603 -63%
MWM
175
Mascoma Wealth Management
New Hampshire
$9.27M -$3.11M -30,927 -25%