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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 %
HIA
501
Harbor Investment Advisory
Maryland
$3.83K
CP
502
Castleview Partners
Texas
$1.71K +$1.71K +17 New
OIA
503
Optimum Investment Advisors
Illinois
$1.11K +$1.11K +11 New
Franklin Resources
504
Franklin Resources
California
$403
NWM
505
NEIRG Wealth Management
Massachusetts
-$43.1M -428,121 Closed
MMRF
506
Michelson Medical Research Foundation
California
-$12M -119,600 Closed
FTUS
507
Flow Traders U.S.
New York
-$10.1M -100,849 Closed
WAG
508
Wallace Advisory Group
California
-$4.81M -47,783 Closed
MFS
509
Madrona Financial Services
Washington
-$4.06M -40,323 Closed
QAM
510
Q3 Asset Management
Michigan
-$2.7M -26,856 Closed
SHFP
511
Second Half Financial Partners
Florida
-$2.07M -20,543 Closed
RWM
512
Rockwood Wealth Management
Pennsylvania
-$521K -5,175 Closed
YIA
513
YHB Investment Advisors
Connecticut
-$503K -5,000 Closed
LNWTC
514
Laird Norton Wetherby Trust Company
Washington
-$497K -4,935 Closed
BWP
515
Balboa Wealth Partners
Arizona
-$490K -4,874 Closed
SF
516
Slagle Financial
Illinois
-$326K -3,241 Closed
VAS
517
Vestmark Advisory Solutions
Massachusetts
-$299K -2,974 Closed
CAM
518
Clark Asset Management
New Hampshire
-$293K -2,915 Closed
CA
519
Crane Advisory
California
-$288K -2,871 Closed
LWM
520
Liberty Wealth Management
California
-$281K -2,793 Closed
FSA
521
Financial Sense Advisors
California
-$252K -2,500 Closed
VIA
522
Vident Investment Advisory
Georgia
-$229K -2,277 Closed
GWS
523
Glassman Wealth Services
Virginia
-$229K -2,274 Closed
PIWA
524
Prevail Innovative Wealth Advisors
Kansas
-$221K -2,195 Closed
AFP
525
Ausdal Financial Partners
Iowa
-$201K -2,000 Closed