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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 %
SWM
351
Spire Wealth Management
Virginia
$254K +$26.9K +267 +12%
KPWS
352
Kestra Private Wealth Services
Texas
$252K +$252K +2,509 New
CFO
353
Custos Family Office
Texas
$252K -$9.16K -91 -4%
FSA
354
Financial Sense Advisors
California
$252K
WIM
355
Wittenberg Investment Management
Massachusetts
$252K +$252K +2,500 New
GC
356
Guggenheim Capital
Illinois
$237K +$237K +2,351 New
VIA
357
Vident Investment Advisory
Georgia
$229K -$29.8K -296 -12%
GWS
358
Glassman Wealth Services
Virginia
$229K -$200K -1,991 -47%
JMFC
359
J.M. Forbes & Co
Massachusetts
$228K +$228K +2,266 New
PIWA
360
Prevail Innovative Wealth Advisors
Kansas
$221K +$221K +2,195 New
EWA
361
EP Wealth Advisors
California
$220K +$220K +14,158 New
KDA
362
Kraft Davis & Associates
Missouri
$219K +$219K +2,182 New
FW
363
FirstPurpose Wealth
Utah
$219K -$1.76M -17,456 -89%
BDWCC
364
B&D White Capital Company
Texas
$215K +$215K +2,134 New
BWAM
365
Boyd Watterson Asset Management
Ohio
$208K -$237K -2,353 -53%
BDFN
366
Bond & Devick Financial Network
Minnesota
$207K
APA
367
Astoria Portfolio Advisors
New York
$206K +$206K +2,056 New
NL
368
NWAM LLC
Washington
$204K -$42.2K -419 -17%
LFG
369
Larson Financial Group
Missouri
$203K -$297K -2,956 -59%
AFP
370
Ausdal Financial Partners
Iowa
$201K -$20.5K -204 -9%
SF
371
Safeguard Financial
Wisconsin
$154K +$154K +1,531 New
BWP
372
Baldwin Wealth Partners
Massachusetts
$136K +$10.1K +100 +8%
FNBOSM
373
First National Bank of South Miami
Florida
$134K +$134K +1,334 New
Bank of Montreal
374
Bank of Montreal
Ontario, Canada
$130K +$130K +1,290 New
OP
375
ORG Partners
Indiana
$125K +$125K +1,239 New