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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 %
CFO
326
Capitol Family Office
Oregon
$347K -$17.7K -176 -5%
BRWA
327
B. Riley Wealth Advisors
Florida
$347K -$3.31M -32,868 -91%
GM
328
GeoWealth Management
Illinois
$344K -$2.73M -27,114 -89%
TCM
329
Triumph Capital Management
Colorado
$327K +$37.5K +373 +13%
SF
330
Slagle Financial
Illinois
$326K +$326K +3,241 New
TWC
331
TD Waterhouse Canada
Ontario, Canada
$317K +$49.2K +491 +18%
CB
332
Community Bank
New York
$315K +$101K +1,002 +47%
ULWM
333
Upper Left Wealth Management
Florida
$307K -$704 -7 -0.2%
EBA
334
Eagle Bay Advisors
New York
$302K +$302K +3,000 New
BAM
335
Belpointe Asset Management
Nevada
$301K +$152K +1,506 +102%
VAS
336
Vestmark Advisory Solutions
Massachusetts
$299K +$66.4K +660 +29%
CAM
337
Clark Asset Management
New Hampshire
$293K +$293K +2,915 New
IA
338
IFG Advisors
Missouri
$292K +$292K +2,904 New
CA
339
Crane Advisory
California
$288K -$955K -9,524 -77%
MWM
340
Meridian Wealth Management
Kentucky
$282K +$49.6K +493 +21%
LWM
341
Liberty Wealth Management
California
$281K +$281K +2,793 New
DI
342
DFPG Investments
Utah
$281K -$713K -7,100 -72%
Wells Fargo
343
Wells Fargo
California
$280K -$64.5K -641 -19%
SF
344
Synovus Financial
Georgia
$276K +$276K +2,742 New
RZH
345
Relyea Zuckerberg Hanson
Connecticut
$274K +$101 +1 +0%
WP
346
WealthShield Partners
North Carolina
$271K -$3.51M -34,906 -93%
VPP
347
Vertex Planning Partners
Illinois
$270K +$270K +2,680 New
MWM
348
Modera Wealth Management
New Jersey
$267K +$267K +2,658 New
ETC
349
Exchange Traded Concepts
Oklahoma
$262K -$731M -7,265,649 -100%
PFS
350
Prospera Financial Services
Texas
$262K +$262K +2,600 New