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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
OP
376
ORG Partners
Indiana
$125K +$124K +1,239 New
GPI
377
General Partner Inc
Pennsylvania
$121K
BAAM
378
Baker Avenue Asset Management
California
$116K +$116K +1,156 New
AIC
379
Archer Investment Corporation
Indiana
$111K +$110K +1,100 New
ACA
380
Aptus Capital Advisors
Alabama
$108K -$8.95M -89,179 -99%
AWM
381
Avior Wealth Management
Nebraska
$101K +$11K +110 +12%
FMP
382
Financial Management Professionals
Texas
$90K +$201 +2 +0.2%
FGAM
383
Financial Gravity Asset Management
Texas
$86.8K
CWC
384
Carolinas Wealth Consulting
North Carolina
$72.2K -$356K -3,546 -83%
SS
385
Sunbelt Securities
Texas
$67.9K -$95.4K -950 -58%
GWM
386
Geneos Wealth Management
Colorado
$67.4K +$67.3K +670 New
DJSG
387
D.J. St. Germain
Massachusetts
$62.4K +$62.3K +620 New
Bessemer Group
388
Bessemer Group
New Jersey
$53K
IGWM
389
ICA Group Wealth Management
Colorado
$50.1K +$50K +498 New
AAP
390
Arax Advisory Partners
Colorado
$43.3K +$37.7K +375 +682%
WP
391
WealthPLAN Partners
Nebraska
$32.9K -$18.3K -182 -36%
EWA
392
EverSource Wealth Advisors
Alabama
$28.4K +$28.3K +282 New
CCA
393
Column Capital Advisors
Indiana
$26.7K
NMG
394
New Millennium Group
Utah
$21.6K -$58.4K -582 -73%
GIA
395
GHP Investment Advisors
Colorado
$20K +$20K +199 New
PCM
396
Penserra Capital Management
California
$19K +$19.6K +195 New
PA
397
Parallel Advisors
California
$7.55K
IRC
398
Investors Research Corp
Georgia
$5.23K
CA
399
Centerpoint Advisors
Massachusetts
$5K -$27.5K -274 -85%
FHA
400
First Horizon Advisors
Tennessee
$4.76K +$4.72K +47 New