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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
C
401
Covestor
United Kingdom
$4K
HIA
402
Harbor Investment Advisory
Maryland
$3.82K +$3.82K +38 New
RWPA
403
Richard W. Paul & Associates
Michigan
$1.31K +$1.3K +13 New
Fidelity Investments
404
Fidelity Investments
Massachusetts
$1.21K -$153K -1,527 -99%
Franklin Resources
405
Franklin Resources
California
$403
3AM
406
3EDGE Asset Management
Florida
-$243M -2,418,833 Closed
AllianceBernstein
407
AllianceBernstein
Tennessee
-$50.5M -501,661 Closed
OMC
408
Old Mission Capital
Illinois
-$16.2M -161,505 Closed
CL
409
Cabana LLC
Arkansas
-$14.3M -141,816 Closed
PFMU
410
Privium Fund Management (UK)
United Kingdom
-$13.5M -134,370 Closed
MSCM
411
McElhenny Sheffield Capital Management
Texas
-$12.2M -121,592 Closed
CS
412
Credit Suisse
Switzerland
-$9.24M -91,870 Closed
EWMCB
413
EisnerAmper Wealth Management Corporate Benefits
New Jersey
-$5.51M -54,788 Closed
HF
414
HRT Financial
New York
-$5.13M -50,966 Closed
Aberdeen Group
415
Aberdeen Group
United Kingdom
-$3.75M -37,300 Closed
AWAU
416
Alliance Wealth Advisors (Utah)
Utah
-$3.58M -35,597 Closed
AG
417
Ascent Group
Virginia
-$3.49M -34,731 Closed
CHAM
418
Clear Harbor Asset Management
Connecticut
-$3.2M -31,785 Closed
BTWM
419
Baker Tilly Wealth Management
Wisconsin
-$3.14M -31,235 Closed
Susquehanna International Group
420
Susquehanna International Group
Pennsylvania
-$2.6M -25,816 Closed
MERSOM
421
Municipal Employees' Retirement System of Michigan
Michigan
-$2.21M -21,994 Closed
BFM
422
Boothbay Fund Management
New York
-$1.96M -19,500 Closed
PF
423
Parker Financial
Washington
-$1.93M -16,148 Closed
SC
424
Scotia Capital
Ontario, Canada
-$1.45M -14,391 Closed
IIM
425
Ironwood Investment Management
Massachusetts
-$826K -8,209 Closed