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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
Morgan Stanley
1
Morgan Stanley
New York
$443M +$50.6M +503,805 +13%
Bank of America
2
Bank of America
North Carolina
$379M -$13M -129,504 -3%
LPL Financial
3
LPL Financial
California
$291M +$48.4M +481,976 +20%
JP Morgan Chase
4
JP Morgan Chase
New York
$190M +$64.7M +643,446 +52%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$176M -$4.12M -40,991 -2%
PCIG
6
Partners Capital Investment Group
Massachusetts
$169M +$77.2M +768,115 +85%
NP
7
NorthRock Partners
Minnesota
$166M +$5.82M +57,927 +4%
EIC
8
Equity Investment Corp
Georgia
$161M -$4.75M -47,285 -3%
SCA
9
Stuart Chaussee & Associates
California
$137M +$137M +1,361,279 +53,092%
CIM
10
Confluence Investment Management
Missouri
$136M +$44.4M +441,877 +49%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$136M -$10.5M -104,039 -7%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$126M +$12.7M +125,891 +11%
Ameriprise
13
Ameriprise
Minnesota
$123M +$26.1M +259,584 +27%
WFMPM
14
Woodley Farra Manion Portfolio Management
Indiana
$123M +$52.3M +519,967 +74%
UBS Group
15
UBS Group
Switzerland
$122M +$8.29M +82,440 +7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$120M +$5.13M +51,042 +4%
RJA
17
Raymond James & Associates
Florida
$118M +$8.16M +81,142 +7%
CAM
18
Cresset Asset Management
Illinois
$93.9M +$4.71M +46,871 +5%
LSAG
19
Lake Street Advisors Group
New Hampshire
$90.7M +$19.7M +196,099 +28%
LJCM
20
Lee Johnson Capital Management
Texas
$83.9M -$12M -119,176 -13%
Prudential Financial
21
Prudential Financial
New Jersey
$81.2M +$29.2M +290,535 +56%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$78.4M +$11.4M +113,149 +17%
Renaissance Technologies
23
Renaissance Technologies
New York
$78.3M
GAG
24
GM Advisory Group
New York
$76.6M -$536K -5,331 -0.7%
Osaic Holdings
25
Osaic Holdings
Arizona
$76M +$2.83M +28,172 +4%