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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 %
MG
426
Mather Group
Illinois
$272K -$8.38M -83,279 -97%
CFO
427
Custos Family Office
Texas
$271K +$19.7K +196 +8%
EAMA
428
EFG Asset Management (Americas)
Florida
$266K +$266K +2,655 New
RJT
429
Raymond James Trust
Florida
$265K -$147K -1,464 -36%
WSWA
430
Warren Street Wealth Advisors
California
$264K +$264K +2,625 New
IA
431
Insight Advisors
Pennsylvania
$264K +$264K +2,621 New
SWM
432
Spire Wealth Management
Virginia
$260K +$6.04K +60 +2%
FAG
433
Fortitude Advisory Group
Washington
$259K +$259K +2,569 New
MWM
434
Modera Wealth Management
New Jersey
$258K -$10.1K -100 -4%
EDRH
435
Edmond de Rothschild Holding
Switzerland
$256K -$472K -4,684 -65%
KPWS
436
Kestra Private Wealth Services
Texas
$256K +$3.22K +32 +1%
CFGS
437
Concourse Financial Group Securities
Alabama
$256K -$340K -3,379 -57%
WIM
438
Wittenberg Investment Management
Massachusetts
$252K
GA
439
Greenspring Advisors
Maryland
$250K +$250K +2,487 New
TCM
440
Triumph Capital Management
Colorado
$250K -$77.4K -769 -24%
RG
441
Rathbones Group
United Kingdom
$250K -$349K -3,470 -58%
VHAM
442
Van Hulzen Asset Management
California
$247K +$247K +2,451 New
BA
443
Bristlecone Advisors
Washington
$242K +$242K +2,402 New
CGFA
444
Colton Groome Financial Advisors
North Carolina
$240K +$240K +2,381 New
TWA
445
Talisman Wealth Advisors
New Jersey
$236K +$236K +2,344 New
AA
446
Ancora Advisors
Ohio
$235K +$235K +2,334 New
QCMNJ
447
Quantum Capital Management (New Jersey)
New Jersey
$234K +$234K +2,327 New
KDA
448
Kraft Davis & Associates
Missouri
$233K +$14.4K +144 +7%
VA
449
Vident Advisory
Georgia
$229K +$229K +2,277 New
JMFC
450
J.M. Forbes & Co
Massachusetts
$228K