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iShares 0-3 Month Treasury Bond ETF

364 hedge funds and large institutions have $5.9B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 137 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+92
Holders Change %
+33.82%
% of All Funds
5.83%
Holding in Top 10
58
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16%
% of All Funds
0.93%
New
123
Increased
137
Reduced
93
Closed
25
Calls
$3.36M
Puts
Net Calls
+$3.36M
Net Calls Change
+$3.36M
Name Holding Trade Value Shares
Change
Shares
Change %
WC
226
Waterloo Capital
Texas
$990K +$990K +9,842 New
MIH
227
Meitav Investment House
Israel
$957K -$19.1K -189 -2%
Bank of New York Mellon
228
Bank of New York Mellon
New York
$954K -$1.53M -15,258 -62%
HH
229
Hilltop Holdings
Texas
$942K +$599K +5,958 +175%
HighTower Advisors
230
HighTower Advisors
Illinois
$869K +$324K +3,223 +60%
Janney Montgomery Scott
231
Janney Montgomery Scott
Pennsylvania
$846K +$246K +2,450 +41%
HFA
232
Highland Financial Advisors
New Jersey
$830K +$830K +8,250 New
IIM
233
Ironwood Investment Management
Massachusetts
$826K +$826K +8,209 New
BIA
234
Bell Investment Advisors
California
$815K -$604K -6,006 -43%
AFG
235
Altiora Financial Group
Ohio
$810K +$810K +8,050 New
OCM
236
Orion Capital Management
California
$793K +$793K +7,883 New
KFAA
237
Klaas Financial Asset Advisors
Illinois
$790K +$182K +1,814 +30%
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$787K -$981K -9,757 -55%
AWE
239
Avidian Wealth Enterprises
Texas
$787K
TI
240
Trexquant Investment
Connecticut
$779K +$779K +7,746 New
CA
241
Continuum Advisory
Idaho
$754K
AFP
242
Alpha Financial Partners
Kentucky
$750K +$750K +7,461 New
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$742K +$613K +6,100 +475%
Betterment LLC
244
Betterment LLC
New York
$725K +$357K +3,545 +97%
HWA
245
HHM Wealth Advisors
Tennessee
$711K -$48K -477 -6%
VWM
246
Venturi Wealth Management
Texas
$708K +$708K +7,038 New
AssetMark Inc
247
AssetMark Inc
California
$706K -$964K -9,588 -58%
LCC
248
Lincoln Capital Corp
Rhode Island
$668K +$103K +1,024 +18%
RA
249
RFG Advisory
Alabama
$658K -$99.9K -993 -13%
GIA
250
Gladstone Institutional Advisory
Florida
$653K -$367K -3,653 -36%