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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 %
HFA
326
Highland Financial Advisors
New Jersey
$858K -$89.1K -885 -9%
SWA
327
Strata Wealth Advisors
Texas
$854K +$854K +8,488 New
CIBC Private Wealth Group
328
CIBC Private Wealth Group
Georgia
$849K +$849K +8,429 New
BCM
329
Buckhead Capital Management
Georgia
$841K +$841K +8,354 New
CWM
330
Concentric Wealth Management
California
$836K +$836K +8,300 New
RCAG
331
Rehmann Capital Advisory Group
Michigan
$818K -$3.47M -34,485 -81%
AC
332
AlphaCore Capital
California
$813K +$813K +8,078 New
VWM
333
Venturi Wealth Management
Texas
$810K +$112K +1,113 +16%
CAL
334
Capital Advisors Ltd
Ohio
$809K -$705 -7 -0.1%
CAG
335
Csenge Advisory Group
Florida
$808K +$421K +4,182 +109%
NCM
336
New Capital Management
Texas
$805K +$805K +7,995 New
SFO
337
Stokes Family Office
Louisiana
$772K -$4.66M -46,248 -86%
GC
338
Guggenheim Capital
Illinois
$769K +$532K +5,286 +225%
SOS
339
Silver Oak Securities
Tennessee
$745K -$756K -7,509 -50%
GRP
340
Global Retirement Partners
California
$744K +$113K +1,125 +18%
GIA
341
Gladstone Institutional Advisory
Florida
$741K +$138K +1,368 +23%
NS
342
NBC Securities
Alabama
$739K +$739K +7,341 New
MIH
343
Meitav Investment House
Israel
$735K -$53.3K -529 -7%
SFA
344
Semmax Financial Advisors
North Carolina
$730K +$730K +7,272 New
PNC Financial Services Group
345
PNC Financial Services Group
Pennsylvania
$718K +$337K +3,346 +88%
ACG
346
Allen Capital Group
Nebraska
$697K +$125K +1,250 +22%
ICG
347
InterOcean Capital Group
Tennessee
$685K +$85.8K +852 +14%
RZH
348
Relyea Zuckerberg Hanson
Connecticut
$679K +$405K +4,019 +148%
AssetMark Inc
349
AssetMark Inc
California
$669K -$61.5K -611 -8%
PMG
350
Private Management Group
California
$669K +$669K +6,643 New