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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
EIA
126
Eldridge Investment Advisors
New Hampshire
$5.76M +$5.76M +57,271 New
CIBC World Market
127
CIBC World Market
Ontario, Canada
$5.56M -$107K -1,067 -2%
EWMCB
128
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.51M +$223K +2,220 +4%
RSWM
129
Robertson Stephens Wealth Management
California
$5.5M -$556K -5,532 -9%
NA
130
NewEdge Advisors
Louisiana
$5.19M +$1.89M +18,789 +57%
HF
131
HRT Financial
New York
$5.13M +$3.08M +30,596 +150%
SFO
132
Stokes Family Office
Louisiana
$5.12M +$5.12M +50,865 New
SWA
133
Stratos Wealth Advisors
Ohio
$5.11M +$5.11M +50,811 New
WA
134
Waverly Advisors
Alabama
$5.09M +$5.09M +50,614 New
HSWM
135
Hubbell Strickland Wealth Management
Louisiana
$5.06M +$649K +6,453 +15%
BIP
136
Blueprint Investment Partners
North Carolina
$5.05M -$19M -189,202 -79%
FTUS
137
Flow Traders U.S.
New York
$4.94M +$4.94M +49,090 New
MFS
138
Madrona Financial Services
Washington
$4.93M +$144K +1,432 +3%
WAG
139
Wallace Advisory Group
California
$4.81M +$116K +1,150 +2%
SQA
140
Simon Quick Advisors
New Jersey
$4.77M -$1.87M -18,594 -28%
CIAS
141
Capital Investment Advisory Services
North Carolina
$4.37M +$4.37M +43,490 New
GEA
142
Glen Eagle Advisors
New Jersey
$4.32M -$114K -1,134 -3%
MOS
143
MGO One Seven
Ohio
$4.28M -$25.3K -252 -0.6%
LIM
144
Leavell Investment Management
Alabama
$4.2M +$1.27M +12,586 +43%
DCM
145
Donaldson Capital Management
Indiana
$4.19M -$2.2M -21,874 -34%
CWP
146
Core Wealth Partners
California
$4.17M -$424K -4,216 -9%
TYCC
147
Texas Yale Capital Corp
Florida
$4.14M
OWA
148
Outlook Wealth Advisors
Texas
$4.13M -$4.52M -44,905 -52%
FIM
149
Freedom Investment Management
Connecticut
$4.08M +$4.08M +40,565 New
CIC
150
Carnegie Investment Counsel
Ohio
$3.87M +$3.87M +38,484 New