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iShares 0-3 Month Treasury Bond ETF

272 hedge funds and large institutions have $5.02B invested in iShares 0-3 Month Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 107 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+71
Holders Change %
+35.32%
% of All Funds
4.39%
Holding in Top 10
50
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+35.14%
% of All Funds
0.81%
New
96
Increased
107
Reduced
57
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
251
Global Retirement Partners
California
$178K +$150K +1,495 +534%
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$128K -$313K -3,143 -71%
CB
253
Community Bank
New York
$116K +$116K +1,160 New
Wells Fargo
254
Wells Fargo
California
$114K +$87.4K +873 +331%
SWM
255
Spire Wealth Management
Virginia
$89K +$89K +889 New
TFS
256
TrustCore Financial Services
Tennessee
$73.9K -$901 -9 -1%
S
257
SignatureFD
Georgia
$69.3K +$69.3K +692 New
National Bank of Canada
258
National Bank of Canada
Quebec, Canada
$57K
TCWA
259
Ten Capital Wealth Advisors
Washington
$30.3K +$30.3K +303 New
PTC
260
Private Trust Company
Ohio
$25K +$25K +250 New
HGWM
261
Harvest Group Wealth Management
Massachusetts
$15.1K -$4.36M -43,611 -100%
PA
262
Parallel Advisors
California
$9.91K -$300K -3,000 -97%
CA
263
CoreCap Advisors
Michigan
$7.21K +$7.21K +72 New
AW
264
Avion Wealth
Texas
$6K
IRC
265
Investors Research Corp
Georgia
$5.21K +$5.21K +52 New
C
266
Covestor
United Kingdom
$5K
AAP
267
Arax Advisory Partners
Colorado
$2.5K -$16K -160 -86%
CP
268
Castleview Partners
Texas
$2K
BAAM
269
Baker Avenue Asset Management
California
$601 +$601 +6 New
Franklin Resources
270
Franklin Resources
California
$401
MCC
271
Money Concepts Capital
Florida
$401
Fidelity Investments
272
Fidelity Investments
Massachusetts
$300 -$7K -70 -96%
OFW
273
Omnia Family Wealth
Florida
-$14.9M -148,684 Closed
SIA
274
SeaBridge Investment Advisors
New Jersey
-$5.35M -53,370 Closed
CBA
275
Coastal Bridge Advisors
Connecticut
-$4.88M -48,672 Closed