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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 %
4WM
276
4J Wealth Management
Virginia
$481K +$481K +4,785 New
SWA
277
Strata Wealth Advisors
Texas
$453K -$352K -3,500 -44%
RW
278
Regimen Wealth
Georgia
$446K +$2.5K +26 +0.6%
BWAM
279
Boyd Watterson Asset Management
Ohio
$445K -$570K -5,672 -56%
SIAG
280
Safeguard Investment Advisory Group
California
$442K -$781K -7,769 -64%
FFA
281
Farther Finance Advisors
California
$441K -$27.8K -276 -6%
CFGS
282
Concourse Financial Group Securities
Alabama
$441K -$402 -4 -0.1%
EP
283
Eudaimonia Partners
Tennessee
$434K -$44.6K -443 -9%
GWS
284
Glassman Wealth Services
Virginia
$429K -$106K -1,055 -20%
CWC
285
Carolinas Wealth Consulting
North Carolina
$429K +$12.9K +128 +3%
VCP
286
Verus Capital Partners
Arizona
$428K +$428K +4,254 New
WCG
287
Weaver Consulting Group
California
$423K -$226K -2,247 -35%
HI
288
Harbour Investments
Wisconsin
$422K +$422K +4,192 New
SWP
289
Strategic Wealth Partners
Ohio
$418K +$418K +4,159 New
BWP
290
Balboa Wealth Partners
Arizona
$397K +$397K +3,948 New
ML
291
McAdam LLC
Pennsylvania
$397K +$397K +3,947 New
GG
292
Greenwood Gearhart
Arkansas
$381K
TCWA
293
Ten Capital Wealth Advisors
Washington
$374K +$343K +3,413 +1,126%
HL
294
HeadInvest LLC
Maine
$370K -$20.1K -200 -5%
RIA
295
Retirement Investment Advisors
Oklahoma
$366K +$366K +3,641 New
CFO
296
Capitol Family Office
Oregon
$364K +$364K +3,620 New
SIC
297
Salem Investment Counselors
North Carolina
$363K -$4.02K -40 -1%
JWCA
298
J.W. Cole Advisors
Florida
$360K +$360K +3,575 New
AWS
299
Arkfeld Wealth Strategies
Nebraska
$358K +$3.71K +37 +1%
HWMT
300
Heritage Wealth Management (Texas)
Texas
$356K -$403K -4,001 -53%