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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 %
Morgan Stanley
1
Morgan Stanley
New York
$393M 3,899,524 -4,710,798 -55%
Bank of America
2
Bank of America
North Carolina
$392M 3,887,917 -742,789 -16%
LPL Financial
3
LPL Financial
California
$243M 2,411,835 -124,227 -5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$180M 1,787,205 +1,041,731 +140%
EIC
5
Equity Investment Corp
Georgia
$166M 1,644,296 +354,872 +28%
NP
6
NorthRock Partners
Minnesota
$160M 1,588,861 +69,141 +5%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$146M 1,452,022 +209,408 +17%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$125M 1,241,790 +438,997 +55%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$115M 1,140,196 -69,055 -6%
UBS Group
10
UBS Group
Switzerland
$114M 1,130,248 -41,173 -4%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$113M 1,120,442 -71,583 -6%
RJA
12
Raymond James & Associates
Florida
$110M 1,094,951 -7,292 -0.7%
LJCM
13
Lee Johnson Capital Management
Texas
$95.9M 951,894 +951,894 New
Ameriprise
14
Ameriprise
Minnesota
$95M 959,487 -756,382 -44%
EPM
15
Elm Partners Management
Pennsylvania
$91.7M 910,738 +299,344 +49%
PCIG
16
Partners Capital Investment Group
Massachusetts
$91.4M 907,373 +425,754 +88%
CIM
17
Confluence Investment Management
Missouri
$91.4M 907,300 -84,822 -9%
CAM
18
Cresset Asset Management
Illinois
$89.2M 885,954 -9,270 -1%
Renaissance Technologies
19
Renaissance Technologies
New York
$78.3M 777,700
GAG
20
GM Advisory Group
New York
$77.2M 766,242 -341,828 -31%
Osaic Holdings
21
Osaic Holdings
Arizona
$73.2M 726,399 -118,009 -14%
BL
22
Balentine LLC
Georgia
$71.7M 712,168 +156,588 +28%
LSAG
23
Lake Street Advisors Group
New Hampshire
$71M 704,711 +340,896 +94%
WFMPM
24
Woodley Farra Manion Portfolio Management
Indiana
$70.4M 698,604 -100,624 -13%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$67M 665,352 +505,072 +315%