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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 %
SFC
301
Strategic Financial Concepts
Texas
$1.28M -$54.8K -544 -4%
VCM
302
Virtue Capital Management
Tennessee
$1.28M
BRWA
303
B. Riley Wealth Advisors
Florida
$1.26M +$917K +9,110 +265%
IAN
304
Integrated Advisors Network
Texas
$1.25M -$604 -6 -0%
JIP
305
Jaffetilchin Investment Partners
Florida
$1.25M -$180K -1,790 -13%
Lido Advisors
306
Lido Advisors
California
$1.22M -$4.01M -39,878 -77%
MAM
307
Meeder Asset Management
Ohio
$1.17M -$160K -1,594 -12%
VBFG
308
Vishria Bird Financial Group
Tennessee
$1.17M
KFAA
309
Klaas Financial Asset Advisors
Illinois
$1.16M +$183K +1,822 +19%
RFP
310
Root Financial Partners
California
$1.16M -$21.3K -212 -2%
WP
311
Westmount Partners
California
$1.15M +$1.15M +11,425 New
GM
312
GeoWealth Management
Illinois
$1.13M +$782K +7,761 +228%
NHC
313
Nicholas Hoffman & Company
Georgia
$1.11M -$144K -1,429 -12%
EA
314
Emerald Advisors
Washington
$1.1M -$844K -8,383 -43%
EWA
315
EP Wealth Advisors
California
$1.09M -$336K -3,340 -24%
C
316
Certuity
Florida
$1.08M +$6.14K +61 +0.6%
DWP
317
Destiny Wealth Partners
Florida
$1.04M -$599K -5,947 -36%
TSS
318
Two Sigma Securities
New York
$994K +$994K +9,872 New
HWA
319
HHM Wealth Advisors
Tennessee
$969K +$391K +3,882 +68%
HL
320
HeadInvest LLC
Maine
$915K +$514K +5,130 +128%
VAG
321
VisionPoint Advisory Group
Texas
$914K +$35.4K +352 +4%
DC
322
Davenport & Co
Virginia
$912K +$912K +9,061 New
WIA
323
World Investment Advisors
California
$906K +$6.85K +68 +0.8%
MCM
324
McKinley Capital Management
Alaska
$861K +$312K +3,104 +57%
GS
325
GTS Securities
New York
$860K -$8.75M -86,923 -91%