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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 %
TAM
176
Titleist Asset Management
Texas
$7.31M 72,569 +47,533 +190%
SWA
177
Stratos Wealth Advisors
Ohio
$7.23M 71,743 +12,664 +21%
MWC
178
MBM Wealth Consultants
Missouri
$7.18M 71,292 +2,206 +3%
PFBT
179
Parkside Financial Bank & Trust
Missouri
$7.18M 71,246 +21,613 +44%
FIA
180
FPC Investment Advisory
California
$7.15M 71,050 +71,050 New
VA
181
Valmark Advisers
Ohio
$7.08M 70,273 -16,054 -19%
AIC
182
Archer Investment Corporation
Indiana
$6.99M 69,406 +592 +0.9%
HH
183
Hilltop Holdings
Texas
$6.88M 68,337 +37,146 +119%
WCWM
184
Willow Creek Wealth Management
California
$6.72M 66,681 +14,682 +28%
LIM
185
Leavell Investment Management
Alabama
$6.66M 66,169 +15,956 +32%
PWMG
186
Pinnacle Wealth Management Group
Michigan
$6.66M 66,123 +66,123 New
SC
187
Slow Capital
California
$6.62M 65,693 +65,693 New
BCI
188
Brinker Capital Investments
Pennsylvania
$6.48M 64,299 -22,385 -26%
OPS
189
Orion Portfolio Solutions
Nebraska
$6.48M 64,299 -22,385 -26%
HI
190
Horizon Investments
North Carolina
$6.46M 64,693 +9,367 +17%
NA
191
NewEdge Advisors
Louisiana
$6.41M 63,662 -33,987 -35%
SIM
192
SSI Investment Management
California
$6.31M 62,610 +62,610 New
MAWAG
193
Mid-American Wealth Advisory Group
Missouri
$6.25M 62,028 -92,749 -60%
RVPG
194
Relative Value Partners Group
$6.23M 61,883 -1,270 -2%
AWM
195
Accurate Wealth Management
Florida
$6.21M 61,748 +61,748 New
AIM
196
Astor Investment Management
Illinois
$6.19M 61,450 -165,449 -73%
WW
197
Waterfront Wealth
Kansas
$6.08M 60,419 -8,356 -12%
DWM
198
Destination Wealth Management
California
$6.08M 60,351 +1,857 +3%
Brown Advisory
199
Brown Advisory
Maryland
$5.99M 59,477 +16,509 +38%
SC
200
Scotia Capital
Ontario, Canada
$5.98M 59,351 +40,924 +222%