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iShares 0-3 Month Treasury Bond ETF

404 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, 132 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 52

21% more funds holding in top 10

Funds holding in top 10: 5870 (+12)

20% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 132

11% more funds holding

Funds holding: 365404 (+39)

6% less capital invested

Capital invested by funds: $5.9B → $5.54B (-$359M)

6.43% less ownership

Funds ownership: 57.1%50.67% (-6.4%)

Holders
404
Holders Change
+39
Holders Change %
+10.68%
% of All Funds
6.34%
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
132
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
326
Capitol Family Office
Oregon
$347K -$17.7K -176 -5%
BRWA
327
B. Riley Wealth Advisors
Florida
$347K -$3.3M -32,868 -91%
GM
328
GeoWealth Management
Illinois
$344K -$2.72M -27,114 -89%
TCM
329
Triumph Capital Management
Colorado
$327K +$37.5K +373 +13%
SF
330
Slagle Financial
Illinois
$326K +$325K +3,241 New
IFG
331
Independent Financial Group
California
$320K -$19.4K -193 -6%
TWC
332
TD Waterhouse Canada
Ontario, Canada
$317K +$49.3K +491 +18%
CB
333
Community Bank
New York
$315K +$101K +1,002 +47%
ULWM
334
Upper Left Wealth Management
Florida
$307K -$703 -7 -0.2%
EBA
335
Eagle Bay Advisors
New York
$302K +$301K +3,000 New
BAM
336
Belpointe Asset Management
Nevada
$301K +$151K +1,506 +102%
VAS
337
Vestmark Advisory Solutions
Massachusetts
$299K +$66.3K +660 +29%
CAM
338
Clark Asset Management
New Hampshire
$293K +$293K +2,915 New
IA
339
IFG Advisors
Missouri
$292K +$292K +2,904 New
CA
340
Crane Advisory
California
$288K -$956K -9,524 -77%
MWM
341
Meridian Wealth Management
Kentucky
$282K +$49.5K +493 +21%
LWM
342
Liberty Wealth Management
California
$281K +$280K +2,793 New
DI
343
DFPG Investments
Utah
$281K -$713K -7,100 -72%
Wells Fargo
344
Wells Fargo
California
$280K -$64.4K -641 -19%
SF
345
Synovus Financial
Georgia
$276K +$275K +2,742 New
RZH
346
Relyea Zuckerberg Hanson
Connecticut
$274K +$100 +1 +0%
WP
347
WealthShield Partners
North Carolina
$271K -$3.5M -34,906 -93%
VPP
348
Vertex Planning Partners
Illinois
$270K +$269K +2,680 New
MWM
349
Modera Wealth Management
New Jersey
$267K +$267K +2,658 New
ETC
350
Exchange Traded Concepts
Oklahoma
$262K -$730M -7,265,649 -100%