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iShares 0-3 Month Treasury Bond ETF

364 hedge funds and large institutions have $5.9B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 137 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+92
Holders Change %
+33.82%
% of All Funds
5.83%
Holding in Top 10
58
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16%
% of All Funds
0.93%
New
123
Increased
137
Reduced
93
Closed
25
Calls
$3.36M
Puts
Net Calls
+$3.36M
Net Calls Change
+$3.36M
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
351
Commonwealth Equity Services
Massachusetts
$16.5K +$1.5K +14,884 +10%
HGERS
352
Householder Group Estate & Retirement Specialist
Arizona
$14K +$14K +144 New
IWMA
353
Ironwood Wealth Management (Arizona)
Arizona
$13.7K -$316K -3,146 -96%
FGAM
354
Financial Gravity Asset Management
Texas
$12.6K +$12.6K +101 New
Citigroup
355
Citigroup
New York
$11.4K +$11.4K +113 New
PA
356
Parallel Advisors
California
$7.54K -$2.41K -24 -24%
UB
357
UMB Bank
Missouri
$7.54K +$7.54K +75 New
AW
358
Avion Wealth
Texas
$6K
AAP
359
Arax Advisory Partners
Colorado
$5.53K +$3.02K +30 +120%
RCM
360
Raleigh Capital Management
North Carolina
$5.23K -$1.36M -13,498 -100%
IRC
361
Investors Research Corp
Georgia
$5.23K
BWL
362
Bogart Wealth LLC
Virginia
$5.03K +$5.03K +50 New
C
363
Covestor
United Kingdom
$4K -$182 -2 -4%
Franklin Resources
364
Franklin Resources
California
$402
AA
365
Ancora Advisors
Ohio
$302 +$302 +3 New
KOC
366
Koss-Olinger Consulting
Florida
-$60.2M -600,876 Closed
WF
367
Williams Financial
Vermont
-$9.61M -95,995 Closed
MWM
368
MorganRosel Wealth Management
Colorado
-$7.75M -77,435 Closed
FFS
369
Founders Financial Securities
Maryland
-$7.7M -76,928 Closed
MA
370
Mutual Advisors
Nebraska
-$3.21M -32,054 Closed
P
371
&Partners
Tennessee
-$3M -29,985 Closed
PVH
372
Psagot Value Holdings
Israel
-$2.84M -28,356 Closed
GWANC
373
Guardian Wealth Advisors (North Carolina)
North Carolina
-$2.11M -21,104 Closed
TC
374
TAP Consulting
Missouri
-$1.9M -19,005 Closed
HWM
375
Howard Wealth Management
Connecticut
-$1.36M -13,600 Closed