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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 %
TLFA
201
True Link Financial Advisors
California
$1.61M +$1.61M +16,049 New
VCM
202
Virtue Capital Management
Tennessee
$1.61M -$15.6M -155,095 -91%
SFC
203
Strategic Financial Concepts
Texas
$1.57M +$1.57M +15,633 New
WP
204
WealthSource Partners
California
$1.57M -$765K -7,606 -33%
IWC
205
Integrated Wealth Concepts
Massachusetts
$1.56M +$748K +7,436 +92%
OC
206
Oppenheimer & Co
New York
$1.54M +$195K +1,943 +15%
RIA
207
Realta Investment Advisors
Delaware
$1.52M +$287K +2,856 +23%
SC
208
Scotia Capital
Ontario, Canada
$1.45M +$1.45M +14,391 New
JCIA
209
Jackson Creek Investment Advisors
Colorado
$1.43M +$1.43M +14,191 New
WIM
210
Waycross Investment Management
Washington
$1.37M -$1.21K -12 -0.1%
AA
211
Advisory Alpha
Michigan
$1.34M -$417K -4,145 -24%
C
212
Certuity
Florida
$1.32M -$244K -2,430 -16%
DAS
213
Dynamic Advisor Solutions
Arizona
$1.32M +$1.32M +13,077 New
WAP
214
Wealthcare Advisory Partners
Pennsylvania
$1.3M +$719K +7,145 +123%
CA
215
Crane Advisory
California
$1.24M -$44.3M -441,566 -97%
WA
216
WESPAC Advisors
California
$1.21M +$1.21M +12,055 New
IAN
217
Integrated Advisors Network
Texas
$1.19M -$106K -1,050 -8%
VBFG
218
Vishria Bird Financial Group
Tennessee
$1.18M -$22.5K -224 -2%
FOA
219
Five Oceans Advisors
California
$1.15M +$368K +3,655 +47%
QPWM
220
Quadrant Private Wealth Management
Pennsylvania
$1.11M -$31.7K -315 -3%
MG
221
Mather Group
Illinois
$1.08M -$17.8K -177 -2%
AC
222
Anson Capital
Georgia
$1.04M +$1.04M +10,389 New
JIP
223
Jaffetilchin Investment Partners
Florida
$1.04M +$773K +7,686 +285%
SKK
224
Shepherd Kaplan Krochuk
Massachusetts
$1.02M +$82.8K +823 +9%
DI
225
DFPG Investments
Utah
$995K +$190K +1,891 +24%