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iShares 0-3 Month Treasury Bond ETF

364 hedge funds and large institutions have $5.9B invested in iShares 0-3 Month Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 137 increasing their positions, 93 reducing their positions, and 25 closing their positions.

Holders
364
Holders Change
+92
Holders Change %
+33.82%
% of All Funds
5.83%
Holding in Top 10
58
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16%
% of All Funds
0.93%
New
123
Increased
137
Reduced
93
Closed
25
Calls
$3.36M
Puts
Net Calls
+$3.36M
Net Calls Change
+$3.36M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
26
Clearwater Capital Advisors
Illinois
$47.7M +$47.7M +474,285 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$46.4M -$25.8M -256,488 -36%
NWM
28
NEIRG Wealth Management
Massachusetts
$45.9M +$45.9M +456,387 New
SS
29
Simplicity Solutions
Minnesota
$45.1M +$45.1M +448,021 New
AWS
30
Atria Wealth Solutions
New York
$44.1M +$8.92M +88,637 +25%
BFG
31
Bleakley Financial Group
New Jersey
$43.5M +$10.7M +106,484 +33%
TC
32
TownSquare Capital
Utah
$43.1M +$4.67M +46,389 +12%
RAG
33
RIA Advisory Group
Iowa
$42.7M -$1.65M -16,346 -4%
Goldman Sachs
34
Goldman Sachs
New York
$42.6M -$96.5M -959,619 -69%
Cerity Partners
35
Cerity Partners
New York
$41.1M +$41.1M +408,262 New
Citadel Advisors
36
Citadel Advisors
Florida
$38.5M +$30.2M +299,881 +363%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$37.5M +$37.5M +372,527 New
EF
38
Empowered Funds
Pennsylvania
$37.1M -$5.74M -57,199 -13%
HIM
39
Hanlon Investment Management
New Jersey
$36.6M +$36.6M +363,568 New
WAM
40
Worth Asset Management
Texas
$35.9M +$2.65M +26,375 +8%
NHFG
41
New Harbor Financial Group
Massachusetts
$35.2M +$35.2M +350,056 New
Renaissance Technologies
42
Renaissance Technologies
New York
$34.9M +$34.9M +347,400 New
Ameriprise
43
Ameriprise
Minnesota
$33.1M -$6.12M -60,896 -16%
RJA
44
Raymond James & Associates
Florida
$32.5M -$5.66M -56,259 -15%
ACP
45
Aveo Capital Partners
Colorado
$31.9M -$34.2M -339,744 -52%
UCFA
46
United Capital Financial Advisors
Texas
$31.8M +$21.8M +217,022 +218%
CCFM
47
Clear Creek Financial Management
Washington
$31M +$9.52M +94,608 +44%
AI
48
Atria Investments
North Carolina
$29.5M +$29.5M +293,597 New
AC
49
AWM Capital
Arizona
$29.3M +$9.88M +98,259 +51%
WFA
50
Wellspring Financial Advisors
Ohio
$29.2M +$18.7M +185,485 +177%