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iShares 0-3 Month Treasury Bond ETF

403 hedge funds and large institutions have $5.54B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 158 increasing their positions, 131 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+39
Holders Change %
+10.71%
% of All Funds
6.36%
Holding in Top 10
70
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+20.69%
% of All Funds
1.1%
New
96
Increased
158
Reduced
131
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SRC
226
Sage Rhino Capital
California
$1.55M +$1.55M +15,395 New
SOS
227
Silver Oak Securities
Tennessee
$1.5M +$1.28M +12,718 +579%
WAP
228
Wealthcare Advisory Partners
Pennsylvania
$1.46M +$154K +1,533 +12%
GC
229
Guidance Capital
Kentucky
$1.44M +$1.44M +14,299 New
JIP
230
Jaffetilchin Investment Partners
Florida
$1.43M +$382K +3,794 +37%
SWP
231
Stratos Wealth Partners
Ohio
$1.39M +$1.39M +13,817 New
WIM
232
Waycross Investment Management
Washington
$1.38M
HH
233
Hilltop Holdings
Texas
$1.34M +$396K +3,935 +42%
AA
234
Advisory Alpha
Michigan
$1.34M +$1.81K +18 +0.1%
TLFA
235
True Link Financial Advisors
California
$1.33M -$283K -2,816 -18%
SFC
236
Strategic Financial Concepts
Texas
$1.33M -$242K -2,407 -15%
MAM
237
Meeder Asset Management
Ohio
$1.33M -$746K -7,412 -36%
FOA
238
Five Oceans Advisors
California
$1.3M +$157K +1,558 +14%
RIA
239
Realta Investment Advisors
Delaware
$1.29M -$240K -2,386 -16%
VCM
240
Virtue Capital Management
Tennessee
$1.28M -$327K -3,259 -20%
IAN
241
Integrated Advisors Network
Texas
$1.25M +$62.4K +620 +5%
NHC
242
Nicholas Hoffman & Company
Georgia
$1.25M +$1.25M +12,409 New
DAS
243
Dynamic Advisor Solutions
Arizona
$1.23M -$82.3K -818 -6%
RFP
244
Root Financial Partners
California
$1.18M +$1.18M +11,710 New
VBFG
245
Vishria Bird Financial Group
Tennessee
$1.17M -$11.8K -117 -1%
JWCA
246
J.W. Cole Advisors
Florida
$1.09M +$728K +7,239 +202%
WWM
247
WT Wealth Management
Arizona
$1.08M -$7.97M -79,245 -88%
C
248
Certuity
Florida
$1.07M -$244K -2,428 -19%
AFP
249
Alpha Financial Partners
Kentucky
$1.02M +$269K +2,675 +36%
KFAA
250
Klaas Financial Asset Advisors
Illinois
$980K +$189K +1,880 +24%