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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
TI
426
Trexquant Investment
Connecticut
-$779K -7,746 Closed
AWM
427
Accurate Wealth Management
Florida
-$638K -6,357 Closed
TCOV
428
Trust Company of Vermont
Vermont
-$603K -6,000 Closed
BJL
429
Brighton Jones LLC
Washington
-$601K -5,971 Closed
EAM
430
Eagle Asset Management
Florida
-$526K -5,236 Closed
CFFP
431
Center for Financial Planning
Michigan
-$502K -4,996 Closed
BAM
432
BTS Asset Management
Massachusetts
-$493K -4,900 Closed
WMS
433
Wealth Management Solutions
Pennsylvania
-$482K -4,788 Closed
RW
434
Regimen Wealth
Georgia
-$446K -4,643 Closed
SIAG
435
Safeguard Investment Advisory Group
California
-$442K -4,396 Closed
GG
436
Greenwood Gearhart
Arkansas
-$381K -3,790 Closed
RIA
437
Retirement Investment Advisors
Oklahoma
-$366K -3,641 Closed
HWMT
438
Heritage Wealth Management (Texas)
Texas
-$356K -3,541 Closed
WA
439
Win Advisors
Florida
-$351K -3,492 Closed
AWA
440
Arete Wealth Advisors
Illinois
-$350K -3,478 Closed
WMA
441
West Michigan Advisors
Michigan
-$310K -3,084 Closed
SAM
442
Synergy Asset Management
Washington
-$302K -3,000 Closed
HAIM
443
Hunter Associates Investment Management
Pennsylvania
-$295K -2,899 Closed
SWP
444
Semus Wealth Partners
Florida
-$232K -2,308 Closed
ACM
445
Advance Capital Management
Michigan
-$227K -2,258 Closed
LW
446
Libra Wealth
California
-$202K -2,012 Closed
MTC
447
Matrix Trust Company
Colorado
-$160K -1,587 Closed
SC
448
Stephens Consulting
Michigan
-$74.1K -737 Closed
CAL
449
Capital Analysts LLC
Pennsylvania
-$59K -584 Closed
National Bank of Canada
450
National Bank of Canada
Quebec, Canada
-$57.3K -569 Closed