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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 %
EW
401
Evoke Wealth
California
$397K +$397K +3,939 New
MWM
402
Meridian Wealth Management
Kentucky
$396K +$113K +1,124 +40%
WCG
403
Weaver Consulting Group
California
$380K
Fiera Capital (Canada)
404
Fiera Capital (Canada)
Quebec, Canada
$379K -$45K -447 -11%
HWMT
405
Heritage Wealth Management (Texas)
Texas
$374K +$374K +3,718 New
BWL
406
Bogart Wealth LLC
Virginia
$373K -$3.32K -33 -0.9%
AWS
407
Arkfeld Wealth Strategies
Nebraska
$367K +$4.72K +47 +1%
PI
408
PFG Investments
New York
$364K +$364K +3,618 New
FSG
409
Financial Strategies Group
Michigan
$359K +$359K +3,577 New
OCM
410
One Capital Management
California
$352K -$13.6K -135 -4%
SS
411
Sunbelt Securities
Texas
$350K +$282K +2,799 +415%
DG
412
DMC Group
Alabama
$342K +$342K +3,397 New
GAA
413
Global Assets Advisory
Florida
$325K +$325K +3,230 New
SI
414
Sprott Inc
Ontario, Canada
$324K +$324K +3,217 New
WC
415
Waterloo Capital
Texas
$313K -$422K -4,193 -57%
BAM
416
Belpointe Asset Management
Nevada
$311K +$9.97K +99 +3%
ULWM
417
Upper Left Wealth Management
Florida
$306K -$705 -7 -0.2%
CB
418
Community Bank
New York
$306K -$9.26K -92 -3%
SMH
419
Sanders Morris Harris
Texas
$283K +$283K +2,815 New
GLLW
420
Graves Light Lenhart Wealth
Virginia
$283K -$140K -1,394 -33%
CSPIA
421
Cary Street Partners Investment Advisory
Virginia
$281K +$281K +2,790 New
TWC
422
TD Waterhouse Canada
Ontario, Canada
$278K -$39.5K -394 -12%
BSW
423
Buckingham Strategic Wealth
Missouri
$277K +$277K +2,750 New
SF
424
Synovus Financial
Georgia
$276K
Tudor Investment Corp
425
Tudor Investment Corp
Connecticut
$273K +$273K +2,712 New