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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
JP Morgan Chase
76
JP Morgan Chase
New York
$15.6M -$21.8M -217,572 -58%
CA
77
Clearstead Advisors
Ohio
$15.1M -$1.18M -11,724 -7%
SPIA
78
Steward Partners Investment Advisory
New York
$14.9M +$312K +3,104 +2%
AC
79
Arjuna Capital
North Carolina
$14.8M -$5.34M -53,227 -27%
HIM
80
Hanlon Investment Management
New Jersey
$14.5M -$22.1M -219,855 -60%
RL
81
Retireful LLC
Michigan
$14.3M +$14.3M +142,001 New
CC
82
Cypress Capital
Tennessee
$14.2M +$1.39M +13,816 +11%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$13.9M +$3.57M +35,510 +35%
AWM
84
Axxcess Wealth Management
California
$13.5M +$12.9M +128,646 +2,354%
TM
85
Titan Managers
Arizona
$13.3M -$544K -5,415 -4%
KWM
86
Kingsview Wealth Management
Oregon
$13.2M +$1.08M +10,805 +9%
GWM
87
Greenwich Wealth Management
Connecticut
$13.2M -$836K -8,330 -6%
Brown Advisory
88
Brown Advisory
Maryland
$12.5M +$2.24M +22,274 +22%
AP
89
Advisors Preferred
Maryland
$12.3M +$19.1K +190 +0.2%
BCM
90
Brookstone Capital Management
Illinois
$12.2M -$230K -2,288 -2%
MMRF
91
Michelson Medical Research Foundation
California
$12M +$12M +119,600 New
WS
92
Wedbush Securities
California
$12M +$3.11M +31,015 +35%
Mariner
93
Mariner
Kansas
$11.9M -$15.9M -158,620 -57%
AI
94
Atria Investments
North Carolina
$11.5M -$18M -179,715 -61%
PWM
95
Perigon Wealth Management
California
$11.4M +$3.03M +30,152 +36%
ERIM
96
Eagle Ridge Investment Management
Connecticut
$11.2M +$11.2M +111,436 New
TW
97
Transform Wealth
Colorado
$11.1M -$15.2M -151,820 -58%
MML Investors Services
98
MML Investors Services
Massachusetts
$11.1M -$3.08M -30,648 -22%
SFSG
99
Sound Financial Strategies Group
Mississippi
$10.8M -$13.4M -133,582 -55%
CWM
100
Curi Wealth Management
North Carolina
$10.3M +$266K +2,645 +3%