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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 %
RA
176
RFG Advisory
Alabama
$6.34M +$4.76M +47,516 +303%
RVPG
177
Relative Value Partners Group
$6.33M -$602K -6,007 -9%
IAA
178
Independent Advisor Alliance
North Carolina
$6.21M +$1.31M +13,019 +27%
BCM
179
Brasada Capital Management
Texas
$5.99M -$140K -1,396 -2%
AFG
180
Altiora Financial Group
Ohio
$5.93M +$4.11M +40,951 +225%
SWA
181
Stratos Wealth Advisors
Ohio
$5.92M -$179K -1,788 -3%
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$5.91M -$3.39M -33,813 -36%
DWM
183
Destination Wealth Management
California
$5.87M -$659K -6,568 -10%
VFA
184
Values First Advisors
Tennessee
$5.77M +$656K +6,546 +13%
ACA
185
Ackerman Capital Advisors
Texas
$5.71M -$414K -4,130 -7%
ATPW
186
Ashton Thomas Private Wealth
Arizona
$5.62M -$3.43M -34,256 -38%
ASN
187
Advisory Services Network
Georgia
$5.59M +$2.31M +23,052 +70%
HI
188
Horizon Investments
North Carolina
$5.52M -$966K -9,681 -15%
HSWM
189
Hubbell Strickland Wealth Management
Louisiana
$5.48M +$192K +1,916 +4%
ODIJL
190
One Day In July LLC
Vermont
$5.4M +$5.4M +53,843 New
WCWM
191
Willow Creek Wealth Management
California
$5.21M +$3.12M +31,138 +149%
WG
192
Watchman Group
Texas
$5.17M +$666K +6,642 +15%
P
193
Pariax
California
$5.1M +$3.02M +30,158 +146%
CAAS
194
Capital Asset Advisory Services
Michigan
$5.1M +$5.1M +50,847 New
FFS
195
Founders Financial Securities
Maryland
$5.09M -$800K -7,983 -14%
LIM
196
Leavell Investment Management
Alabama
$5.04M +$1.33M +13,237 +36%
CBC
197
Coombe, Bender & Co
New York
$5.03M +$5.03M +50,178 New
WCM
198
Wisconsin Capital Management
Wisconsin
$5.02M +$944K +9,418 +23%
PFBT
199
Parkside Financial Bank & Trust
Missouri
$4.98M +$3.6M +35,893 +261%
CIBC World Market
200
CIBC World Market
Ontario, Canada
$4.97M -$3.56M -35,501 -42%