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iShares 0-3 Month Treasury Bond ETF

37 hedge funds and large institutions have $679M invested in iShares 0-3 Month Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
37
Holders Change
+8
Holders Change %
+27.59%
% of All Funds
0.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
14
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SW
1
SVB Wealth
Massachusetts
$464M 4,640,245 -472,029 -9%
CIA
2
Choate Investment Advisors
Massachusetts
$52.9M 528,852 +528,852 New
IWMA
3
Ironwood Wealth Management (Arizona)
Arizona
$39.4M 393,466 +283,237 +257%
RVPG
4
Relative Value Partners Group
$34.8M 347,634 +4,883 +1%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$33.6M 336,392 +2,885 +0.9%
CIBC World Market
6
CIBC World Market
Ontario, Canada
$10.4M 103,500 +2,419 +2%
OAM
7
Oppenheimer Asset Management
New York
$9M 90,014 -24,692 -22%
WIC
8
Woodmont Investment Counsel
Tennessee
$5.06M 50,582 +192 +0.4%
PEA
9
Pacific Edge Advisors
California
$5M 50,000 +50,000 New
LCC
10
Lincoln Capital Corp
Rhode Island
$4.64M 46,390 +1,932 +4%
LWANC
11
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.75M 37,455 +7,831 +26%
Bank of America
12
Bank of America
North Carolina
$1.92M 19,200 +527 +3%
Citadel Advisors
13
Citadel Advisors
Florida
$1.81M 18,063 +13,496 +296%
C
14
Certuity
Florida
$1.71M 17,064 +11,169 +189%
PWM
15
Perigon Wealth Management
California
$1.59M 15,937 +15,937 New
Stifel Financial
16
Stifel Financial
Missouri
$1.39M 13,897 +2,500 +22%
KFAA
17
Klaas Financial Asset Advisors
Illinois
$1.01M 10,094 +48 +0.5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$992K 9,916 -25,717 -72%
EP
19
Eudaimonia Partners
Tennessee
$752K 7,520
Ameriprise
20
Ameriprise
Minnesota
$688K 6,883 +6,883 New
TCA
21
Transcend Capital Advisors
New Jersey
$687K 6,864 +6,864 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$646K 6,456 -550 -8%
CLOS
23
Compagnie Lombard Odier SCmA
Switzerland
$451K 4,505 +4,505 New
MC
24
Matisse Capital
Oregon
$440K 4,400 +4,400 New
QPWM
25
Quadrant Private Wealth Management
Pennsylvania
$398K 3,979 +3,979 New