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iShares 0-3 Month Treasury Bond ETF

647 hedge funds and large institutions have $8.37B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 289 increasing their positions, 197 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 56

47% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 197

19% more funds holding in top 10

Funds holding in top 10: 8196 (+15)

10% more capital invested

Capital invested by funds: $7.6B → $8.37B (+$766M)

9% more funds holding

Funds holding: 591647 (+56)

1.77% less ownership

Funds ownership: 40.2%38.43% (-1.8%)

Holders
647
Holders Change
+56
Holders Change %
+9.48%
% of All Funds
9.34%
Holding in Top 10
96
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+18.52%
% of All Funds
1.39%
New
120
Increased
289
Reduced
197
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OP
176
ORG Partners
Indiana
$8.38M +$8.39M +83,456 New
VWM
177
Vivid Wealth Management
Iowa
$8.33M +$566K +5,627 +7%
FFG
178
Fiduciary Financial Group
California
$8.24M +$8.24M +82,010 New
DJSG
179
D.J. St. Germain
Massachusetts
$8.23M -$2.41M -23,969 -23%
MW
180
Members Wealth
Pennsylvania
$8.23M +$8.24M +81,932 New
CIBC World Market
181
CIBC World Market
Ontario, Canada
$8.22M +$3.32M +33,035 +68%
SFM
182
Signet Financial Management
New Jersey
$8.15M +$676K +6,722 +9%
ACA
183
Ackerman Capital Advisors
Texas
$8.01M -$573K -5,702 -7%
CCFM
184
Clear Creek Financial Management
Washington
$7.74M -$616K -6,131 -7%
LIM
185
Leavell Investment Management
Alabama
$7.72M +$1.06M +10,512 +16%
PFBT
186
Parkside Financial Bank & Trust
Missouri
$7.43M +$259K +2,579 +4%
FIA
187
FPC Investment Advisory
California
$7.38M +$242K +2,406 +3%
Wealthfront Advisers
188
Wealthfront Advisers
California
$7.23M +$3.61M +35,877 +100%
AC
189
Anson Capital
Georgia
$7.15M +$2.6M +25,851 +57%
BCI
190
Brinker Capital Investments
Pennsylvania
$7.05M +$577K +5,737 +9%
OPS
191
Orion Portfolio Solutions
Nebraska
$7.05M +$577K +5,737 +9%
SPC
192
Sigma Planning Corp
Michigan
$6.95M +$3.75M +37,281 +117%
VFPI
193
Vantage Financial Partners (Illinois)
Illinois
$6.95M +$6.94M +69,002 New
GS
194
GTS Securities
New York
$6.93M +$2.22M +22,052 +47%
NA
195
NewEdge Advisors
Louisiana
$6.93M +$516K +5,137 +8%
VA
196
Valmark Advisers
Ohio
$6.92M -$160K -1,588 -2%
CRWM
197
Castle Rock Wealth Management
California
$6.8M -$888K -8,835 -12%
SIM
198
Studio Investment Management
Illinois
$6.78M +$1.85M +18,356 +37%
VWM
199
VanWeelden Wealth Management
Ohio
$6.71M +$6.7M +66,609 New
SWP
200
Stratos Wealth Partners
Ohio
$6.65M -$776K -7,725 -10%