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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 %
PWM
176
Prosperity Wealth Management
California
$3.4M -$66.6K -662 -2%
FAP
177
Financial Advisory Partners
Florida
$3.35M -$7.17M -71,250 -68%
BL
178
Balentine LLC
Georgia
$3.33M +$3.33M +33,081 New
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$3.19M +$2.44M +24,270 +329%
CIC
180
Carnegie Investment Counsel
Ohio
$3.17M -$698K -6,937 -18%
SWA
181
Stratos Wealth Advisors
Ohio
$3.13M -$1.98M -19,676 -39%
Baird Financial Group
182
Baird Financial Group
Wisconsin
$3.1M +$1.19M +11,783 +62%
Betterment LLC
183
Betterment LLC
New York
$3.08M +$2.36M +23,416 +325%
Vontobel Holding
184
Vontobel Holding
Switzerland
$3M +$3M +29,830 New
WA
185
WESPAC Advisors
California
$2.98M +$1.76M +17,516 +145%
AC
186
Anson Capital
Georgia
$2.96M +$1.91M +18,991 +183%
CGA
187
Crescent Grove Advisors
Illinois
$2.9M -$144K -1,434 -5%
PAG
188
Private Advisor Group
New Jersey
$2.87M +$933K +9,275 +48%
WCM
189
Wisconsin Capital Management
Wisconsin
$2.81M +$347K +3,450 +14%
SPC
190
Sigma Planning Corp
Michigan
$2.79M -$4.71M -46,816 -63%
RFN
191
RDA Financial Network
Iowa
$2.75M +$927K +9,210 +51%
QAM
192
Q3 Asset Management
Michigan
$2.7M +$2.7M +26,856 New
CM
193
Cercano Management
Washington
$2.66M +$2.66M +26,434 New
AWA
194
Authentikos Wealth Advisory
California
$2.64M +$2.64M +26,231 New
CG
195
Cynosure Group
Utah
$2.53M +$2.53M +25,181 New
TPW
196
Transatlantique Private Wealth
New York
$2.52M +$44.2K +439 +2%
PCM
197
Prelude Capital Management
New York
$2.52M +$2.52M +25,000 New
SIM
198
Studio Investment Management
Illinois
$2.49M +$2.43M +24,187 +4,350%
IWC
199
Integrated Wealth Concepts
Massachusetts
$2.48M +$921K +9,148 +59%
ASN
200
Advisory Services Network
Georgia
$2.45M +$565K +5,618 +30%