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iShares 0-3 Month Treasury Bond ETF

403 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, 131 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+39
Holders Change %
+10.71%
% of All Funds
6.36%
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
131
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
126
Brasada Capital Management
Texas
$6.7M -$609K -6,054 -8%
DWM
127
Destination Wealth Management
California
$6.59M -$21.8M -217,004 -77%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$6.58M +$5.73M +56,975 +677%
RVPG
129
Relative Value Partners Group
$6.49M +$187K +1,859 +3%
APWA
130
Atlas Private Wealth Advisors
New Jersey
$6.39M +$4.08M +40,569 +177%
OAM
131
Oppenheimer Asset Management
New York
$6.39M -$1.73M -17,223 -21%
Corient Private Wealth
132
Corient Private Wealth
Florida
$6.29M -$1.67M -16,565 -21%
OCM
133
Orion Capital Management
California
$5.93M +$5.14M +51,078 +648%
SFM
134
Signet Financial Management
New Jersey
$5.85M -$554K -5,506 -9%
RSWM
135
Robertson Stephens Wealth Management
California
$5.69M +$186K +1,851 +3%
GLR
136
Great Lakes Retirement
Ohio
$5.62M +$5.62M +55,849 New
SWM
137
Selective Wealth Management
Virginia
$5.47M +$5.47M +54,522 New
SFO
138
Stokes Family Office
Louisiana
$5.43M +$307K +3,050 +6%
WW
139
Waterfront Wealth
Kansas
$5.33M +$5.33M +52,941 New
HSWM
140
Hubbell Strickland Wealth Management
Louisiana
$5.24M +$178K +1,770 +4%
Lido Advisors
141
Lido Advisors
California
$5.24M +$3.49M +34,728 +201%
NA
142
NewEdge Advisors
Louisiana
$5.19M +$906 +9 +0%
VFA
143
Values First Advisors
Tennessee
$5.16M +$5.13M +51,003 +20,080%
SQA
144
Simon Quick Advisors
New Jersey
$5M +$231K +2,296 +5%
LHWM
145
Lake Hills Wealth Management
Texas
$4.94M -$12.5M -124,041 -72%
SMC
146
Smith, Moore & Co
Missouri
$4.88M -$6.63M -65,903 -58%
Creative Planning
147
Creative Planning
Kansas
$4.87M +$2.09M +20,773 +75%
CIAS
148
Capital Investment Advisory Services
North Carolina
$4.82M +$439K +4,360 +10%
IAA
149
Independent Advisor Alliance
North Carolina
$4.81M -$1.51M -15,041 -24%
WAG
150
Wallace Advisory Group
California
$4.81M