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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
SFA
51
Sequoia Financial Advisors
Ohio
$28.9M +$535K +5,326 +2%
BFA
52
Beaumont Financial Advisors
Massachusetts
$27.8M -$101M -1,004,946 -78%
EF
53
Empirical Finance
Pennsylvania
$27M +$26.4M +262,694 +5,130%
CG
54
Colony Group
Massachusetts
$26.7M +$18.1M +179,975 +212%
RJA
55
Raymond James & Associates
Florida
$25.7M -$6.76M -67,349 -21%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$25.4M +$8.87M +88,324 +54%
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$24.1M +$16.8M +167,002 +230%
MSAM
58
Moloney Securities Asset Management
Missouri
$23.9M +$2.06M +20,552 +9%
VWM
59
Vigilare Wealth Management
Arizona
$22.6M +$8.24M +82,113 +58%
IA
60
IFP Advisors
Florida
$22.6M +$3.69M +36,722 +20%
Stifel Financial
61
Stifel Financial
Missouri
$22.4M +$3.38M +33,657 +18%
PC
62
Pecaut & Co
Iowa
$22.2M +$6.51M +64,787 +42%
TIM
63
Tortoise Investment Management
New York
$21.9M +$1.19M +11,898 +6%
UCFA
64
United Capital Financial Advisors
Texas
$21.8M -$9.99M -99,493 -31%
Goldman Sachs
65
Goldman Sachs
New York
$20.8M -$21.7M -216,297 -51%
BCM
66
BML Capital Management
Indiana
$18.1M +$5.52M +55,000 +44%
NA
67
Nottingham Advisors
New York
$18.1M +$2.23M +22,199 +14%
Millennium Management
68
Millennium Management
New York
$17.7M +$3.22M +32,080 +22%
TC
69
Telemus Capital
Michigan
$17M -$1.45M -14,481 -8%
BTI
70
Blue Trust Inc
Georgia
$16.9M -$5.07M -50,528 -23%
FGA
71
Fortis Group Advisors
New Jersey
$16.9M +$661K +6,582 +4%
PFO
72
Pathstone Family Office
New Jersey
$16.7M -$153K -1,521 -0.9%
TIA
73
Traphagen Investment Advisors
New Jersey
$16.2M +$13.6M +135,688 +538%
HighTower Advisors
74
HighTower Advisors
Illinois
$15.7M +$14.8M +147,686 +1,710%
CF
75
Centaurus Financial
California
$15.6M +$108K +1,080 +0.7%