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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 %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$4.74M +$2.41M +23,957 +103%
WI
152
WBI Investments
New Jersey
$4.46M +$1.83M +18,186 +70%
RCAG
153
Rehmann Capital Advisory Group
Michigan
$4.29M +$4.29M +42,611 New
VIA
154
Vickerman Investment Advisors
Washington
$4.23M +$4.23M +42,074 New
AAS
155
Avantax Advisory Services
Texas
$4.22M -$2.23M -22,178 -35%
GEA
156
Glen Eagle Advisors
New Jersey
$4.2M -$118K -1,176 -3%
RCS
157
Retirement Capital Strategies
California
$4.17M -$23.2M -230,228 -85%
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$4.14M -$12.5M -123,815 -75%
TYCC
159
Texas Yale Capital Corp
Florida
$4.07M -$80.5K -800 -2%
MFS
160
Madrona Financial Services
Washington
$4.06M -$876K -8,705 -18%
CL
161
COWA LLC
Oklahoma
$4M +$322K +3,203 +9%
CWP
162
Core Wealth Partners
California
$3.96M -$203K -2,018 -5%
VA
163
Valmark Advisers
Ohio
$3.93M +$223K +2,219 +6%
US Bancorp
164
US Bancorp
Minnesota
$3.87M +$648K +6,436 +20%
OPS
165
Orion Portfolio Solutions
Nebraska
$3.86M +$3.86M +38,349 New
BCI
166
Brinker Capital Investments
Pennsylvania
$3.86M +$3.86M +38,349 New
BIA
167
Bell Investment Advisors
California
$3.84M +$3.03M +30,076 +371%
MOS
168
MGO One Seven
Ohio
$3.84M -$439K -4,365 -10%
LIM
169
Leavell Investment Management
Alabama
$3.81M -$397K -3,946 -9%
FIM
170
Freedom Investment Management
Connecticut
$3.72M -$366K -3,636 -9%
WAS
171
Winch Advisory Services
Wisconsin
$3.71M -$1.81K -18 -0%
JCM
172
J2 Capital Management
Michigan
$3.58M +$3.58M +35,534 New
MWM
173
Merriman Wealth Management
Washington
$3.52M +$1.35M +13,369 +62%
AP
174
Americana Partners
Texas
$3.47M +$3.47M +34,475 New
PEA
175
Park Edge Advisors
Ohio
$3.45M -$51K -507 -1%