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iShares 0-3 Month Treasury Bond ETF

688 hedge funds and large institutions have $8.89B invested in iShares 0-3 Month Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 291 increasing their positions, 240 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 51

21% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 240

6% more funds holding

Funds holding: 647688 (+41)

6% more capital invested

Capital invested by funds: $8.37B → $8.89B (+$526M)

2% less funds holding in top 10

Funds holding in top 10: 9694 (-2)

3.45% less ownership

Funds ownership: 38.43%34.97% (-3.5%)

Holders
688
Holders Change
+41
Holders Change %
+6.34%
% of All Funds
9.88%
Holding in Top 10
94
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.08%
% of All Funds
1.35%
New
102
Increased
291
Reduced
240
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$503M +$59.3M +589,655 +13%
Bank of America
2
Bank of America
North Carolina
$342M -$36.8M -365,897 -10%
LPL Financial
3
LPL Financial
California
$305M +$13.2M +131,664 +5%
RJA
4
Raymond James & Associates
Florida
$191M +$72.4M +719,741 +61%
PCIG
5
Partners Capital Investment Group
Massachusetts
$184M +$15.3M +151,959 +9%
NP
6
NorthRock Partners
Minnesota
$168M +$2.28M +22,714 +1%
EIC
7
Equity Investment Corp
Georgia
$168M +$6.92M +68,861 +4%
JP Morgan Chase
8
JP Morgan Chase
New York
$165M -$24.4M -242,549 -13%
SCA
9
Stuart Chaussee & Associates
California
$148M +$10.3M +102,355 +8%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$147M +$11.4M +113,848 +8%
LSAG
11
Lake Street Advisors Group
New Hampshire
$127M +$36.5M +363,155 +40%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$121M +$875K +8,700 +0.7%
WFMPM
13
Woodley Farra Manion Portfolio Management
Indiana
$119M -$3.76M -37,404 -3%
Cerity Partners
14
Cerity Partners
New York
$118M +$61.9M +616,225 +110%
CIM
15
Confluence Investment Management
Missouri
$109M -$27M -268,710 -20%
AC
16
AWM Capital
Arizona
$107M +$40.4M +401,905 +61%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$105M -$20.2M -200,763 -16%
BL
18
Balentine LLC
Georgia
$104M +$43.8M +435,319 +73%
BlackRock
19
BlackRock
New York
$103M +$29.2M +290,493 +40%
CAM
20
Cresset Asset Management
Illinois
$96.1M +$2.12M +21,062 +2%
GAG
21
GM Advisory Group
New York
$96.1M +$19.4M +192,891 +25%
Ameriprise
22
Ameriprise
Minnesota
$96M -$31.2M -310,449 -25%
UBS Group
23
UBS Group
Switzerland
$94.3M -$27.8M -276,223 -23%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$93.3M -$82.5M -820,171 -47%
Prudential Financial
25
Prudential Financial
New Jersey
$89.6M +$8.38M +83,348 +10%