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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
AT
101
American Trust
Kentucky
$10.2M +$1.26M +12,555 +14%
FTUS
102
Flow Traders U.S.
New York
$10.1M +$5.2M +51,759 +105%
WA
103
Waverly Advisors
Alabama
$9.94M +$4.84M +48,166 +95%
OLVIG
104
Oliver Lagore Vanvalin Investment Group
Michigan
$9.66M -$13.9M -138,003 -59%
GS
105
GTS Securities
New York
$9.61M +$9.59M +95,463 New
ACP
106
Aveo Capital Partners
Colorado
$9.39M -$22.5M -223,601 -71%
CP
107
Clayton Partners
California
$9.38M -$1.61M -16,052 -15%
CRWM
108
Castle Rock Wealth Management
California
$9.28M +$7.36M +73,335 +382%
Truist Financial
109
Truist Financial
North Carolina
$9.21M -$1.02M -10,186 -10%
WIC
110
Woodmont Investment Counsel
Tennessee
$8.98M +$120K +1,193 +1%
CIBC World Market
111
CIBC World Market
Ontario, Canada
$8.96M +$3.4M +33,825 +61%
LWANC
112
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.8M +$238K +2,367 +3%
OFW
113
Omnia Family Wealth
Florida
$8.76M +$8.74M +87,067 New
MG
114
Mather Group
Illinois
$8.65M +$7.56M +75,272 +703%
IPW
115
Impact Partnership Wealth
Georgia
$8.53M +$8.52M +84,810 New
ACA
116
Ackerman Capital Advisors
Texas
$8.52M -$621K -6,182 -7%
KSWA
117
Kathleen S. Wright Associates
Pennsylvania
$8.37M +$910K +9,067 +12%
AF
118
Allworth Financial
California
$8.2M +$372K +3,703 +5%
CA
119
Cetera Advisors
Colorado
$8.18M +$2.24M +22,339 +38%
EIA
120
Eldridge Investment Advisors
New Hampshire
$7.99M +$2.22M +22,125 +39%
CAMG
121
CWA Asset Management Group
Florida
$7.89M +$7.88M +78,432 New
SIAM
122
Sterling Investment Advisors (Missouri)
Missouri
$7.48M +$555K +5,523 +8%
BOSSRA
123
B.O.S.S. Retirement Advisors
Utah
$7.42M +$7.41M +73,750 New
ST
124
Smithfield Trust
Pennsylvania
$7.38M +$1.06M +10,551 +17%
SFS
125
Sowell Financial Services
Arkansas
$7.26M +$7.25M +72,165 New