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iShares 0-3 Month Treasury Bond ETF

201 hedge funds and large institutions have $3.82B invested in iShares 0-3 Month Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 16

61% more funds holding in top 10

Funds holding in top 10: 2337 (+14)

57% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 44

32% more funds holding

Funds holding: 152201 (+49)

20% more capital invested

Capital invested by funds: $3.17B → $3.82B (+$648M)

11.63% less ownership

Funds ownership: 89.95%78.33% (-12%)

Holders
201
Holders Change
+49
Holders Change %
+32.24%
% of All Funds
3.46%
Holding in Top 10
37
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+60.87%
% of All Funds
0.64%
New
66
Increased
69
Reduced
44
Closed
16
Calls
$457K
Puts
Net Calls
+$457K
Net Calls Change
+$457K
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
76
Glen Eagle Advisors
New Jersey
$4.84M +$420K +4,191 +10%
AAS
77
Avantax Advisory Services
Texas
$4.71M +$2.7M +26,940 +135%
MERSOM
78
Municipal Employees' Retirement System of Michigan
Michigan
$4.45M
HGWM
79
Harvest Group Wealth Management
Massachusetts
$4.39M +$145K +1,451 +3%
VA
80
Valmark Advisers
Ohio
$4.28M +$1.49M +14,880 +54%
UCFA
81
United Capital Financial Advisors
Texas
$4.19M +$4.19M +41,816 New
TYCC
82
Texas Yale Capital Corp
Florida
$4.13M -$611K -6,100 -13%
Truist Financial
83
Truist Financial
North Carolina
$4.1M -$59.6K -595 -1%
BAM
84
BTS Asset Management
Massachusetts
$4.07M -$285K -2,846 -7%
EWMCB
85
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.99M +$3.99M +39,823 New
CF
86
Centaurus Financial
California
$3.93M +$3.93M +39,216 New
CG
87
Colony Group
Massachusetts
$3.84M +$3.84M +38,318 New
BIA
88
Bell Investment Advisors
California
$3.72M +$3.01M +30,096 +430%
AWM
89
AE Wealth Management
Kansas
$3.67M +$3.44M +34,373 +1,580%
NMG
90
New Millennium Group
Utah
$3.33M +$3.32M +33,195 New
SIAM
91
Sterling Investment Advisors (Missouri)
Missouri
$3.18M +$1.23M +12,293 +63%
CHAM
92
Clear Harbor Asset Management
Connecticut
$3.1M +$1.61M +16,115 +109%
MML Investors Services
93
MML Investors Services
Massachusetts
$3.02M +$2.1M +20,997 +232%
P
94
&Partners
Tennessee
$3.01M +$3M +29,985 New
RJA
95
Raymond James & Associates
Florida
$2.94M -$8.9M -88,900 -75%
Lido Advisors
96
Lido Advisors
California
$2.62M +$2.61M +26,113 New
AssetMark Inc
97
AssetMark Inc
California
$2.52M +$1.98M +19,775 +369%
MA
98
Mutual Advisors
Nebraska
$2.51M +$2.51M +25,043 New
LCC
99
Lincoln Capital Corp
Rhode Island
$2.48M -$859K -8,578 -26%
TPW
100
Transatlantique Private Wealth
New York
$2.32M +$593K +5,924 +34%