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iShares 0-3 Month Treasury Bond ETF

501 hedge funds and large institutions have $7.95B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 229 increasing their positions, 120 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+98
Holders Change %
+24.32%
% of All Funds
7.99%
Holding in Top 10
90
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+28.57%
% of All Funds
1.43%
New
130
Increased
229
Reduced
120
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
276
Baird Financial Group
Wisconsin
$1.64M -$1.46M -14,459 -47%
OC
277
Oppenheimer & Co
New York
$1.64M -$36.8K -366 -2%
CAM
278
Congress Asset Management
Massachusetts
$1.63M -$188K -1,869 -10%
DCM
279
Donaldson Capital Management
Indiana
$1.63M -$494K -4,904 -23%
CWM
280
Congress Wealth Management
Massachusetts
$1.63M -$188K -1,870 -10%
TLFA
281
True Link Financial Advisors
California
$1.62M +$288K +2,858 +22%
WPC
282
Wedmont Private Capital
Pennsylvania
$1.6M +$1.6M +15,966 New
RA
283
RFG Advisory
Alabama
$1.58M +$906K +9,001 +135%
ECA
284
Elevated Capital Advisors
Utah
$1.58M +$1.58M +15,660 New
AFP
285
Alpha Financial Partners
Kentucky
$1.51M +$489K +4,860 +48%
GC
286
Guidance Capital
Kentucky
$1.5M +$69.9K +697 +5%
WP
287
WealthSource Partners
California
$1.5M +$570K +5,661 +61%
EWM
288
Evermay Wealth Management
Virginia
$1.47M +$1.47M +14,642 New
WA
289
Win Advisors
Florida
$1.47M +$1.47M +14,639 New
KAS
290
Kestra Advisory Services
Texas
$1.45M +$734K +7,288 +103%
PP
291
Prosperity Planning
Missouri
$1.43M -$1.93M
SWP
292
Strategic Wealth Partners
Ohio
$1.41M +$568K +5,642 +67%
SI
293
Stephens Inc
Arkansas
$1.41M +$514K +5,102 +57%
WAP
294
Wealthcare Advisory Partners
Pennsylvania
$1.39M -$69.7K -692 -5%
PFBT
295
Parkside Financial Bank & Trust
Missouri
$1.38M +$1.38M +13,740 New
WIM
296
Waycross Investment Management
Washington
$1.37M -$3.62K -36 -0.3%
LCC
297
Lincoln Capital Corp
Rhode Island
$1.37M +$800K +7,947 +140%
AA
298
Advisory Alpha
Michigan
$1.34M +$403 +4 +0%
AWA
299
Authentikos Wealth Advisory
California
$1.32M -$1.32M -13,148 -50%
RIA
300
Realta Investment Advisors
Delaware
$1.29M