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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 Market Value Shares Shares
Change
Shares
Change %
CWM
101
Curi Wealth Management
North Carolina
$10.1M 100,112 +7,526 +8%
CS
102
Credit Suisse
Switzerland
$9.24M 91,870 +86,070 +1,484%
ACA
103
Ackerman Capital Advisors
Texas
$9.14M 90,850 +90,850 New
ACA
104
Aptus Capital Advisors
Alabama
$9.08M 90,249 -76,303 -46%
WWM
105
WT Wealth Management
Arizona
$9.05M 90,018 +32,416 +56%
AT
106
American Trust
Kentucky
$8.96M 89,120 +89,120 New
WS
107
Wedbush Securities
California
$8.89M 88,385 +39,276 +80%
WIC
108
Woodmont Investment Counsel
Tennessee
$8.86M 88,059 +10,608 +14%
LWANC
109
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.56M 85,088 -6,348 -7%
CG
110
Colony Group
Massachusetts
$8.54M 84,876 +22,928 +37%
PWM
111
Perigon Wealth Management
California
$8.39M 83,445 -16,417 -16%
OAM
112
Oppenheimer Asset Management
New York
$8.12M 80,743 -51,327 -39%
Corient Private Wealth
113
Corient Private Wealth
Florida
$7.95M 79,041 -348,756 -82%
AF
114
Allworth Financial
California
$7.82M 77,772 +1,029 +1%
SPC
115
Sigma Planning Corp
Michigan
$7.5M 74,585 +74,585 New
KSWA
116
Kathleen S. Wright Associates
Pennsylvania
$7.46M 74,129 +61,540 +489%
BCM
117
Brasada Capital Management
Texas
$7.31M 72,680 +16,919 +30%
PGFC
118
Peapack-Gladstone Financial Corp
New Jersey
$7.29M 72,536 -2,144 -3%
SIAM
119
Sterling Investment Advisors (Missouri)
Missouri
$6.92M 68,837 +12,355 +22%
AAS
120
Avantax Advisory Services
Texas
$6.45M 64,090 +10,626 +20%
SFM
121
Signet Financial Management
New Jersey
$6.4M 63,647 +63,647 New
IAA
122
Independent Advisor Alliance
North Carolina
$6.33M 62,886 +14,096 +29%
ST
123
Smithfield Trust
Pennsylvania
$6.32M 62,803 +16,639 +36%
RVPG
124
Relative Value Partners Group
$6.3M 62,615 +26,880 +75%
CA
125
Cetera Advisors
Colorado
$5.93M 58,982 +50,880 +628%