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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 %
WCG
201
Wall Capital Group
Arizona
$2.45M -$354K -3,524 -13%
Nomura Asset Management
202
Nomura Asset Management
Japan
$2.26M +$2.26M +22,500 New
SL
203
Salomon & Ludwin
Virginia
$2.24M +$114K +1,135 +5%
JCIA
204
Jackson Creek Investment Advisors
Colorado
$2.23M +$805K +7,998 +56%
TAM
205
Titleist Asset Management
Texas
$2.22M +$2.22M +22,071 New
SPW
206
Sonoma Private Wealth
California
$2.12M +$2.12M +21,086 New
DCM
207
Donaldson Capital Management
Indiana
$2.12M -$2.07M -20,604 -49%
SHFP
208
Second Half Financial Partners
Florida
$2.07M +$2.07M +20,543 New
Bank of New York Mellon
209
Bank of New York Mellon
New York
$2.06M +$1.11M +11,014 +116%
CIA
210
Choate Investment Advisors
Massachusetts
$2.06M -$647K -6,432 -24%
OIA
211
OneDigital Investment Advisors
Kansas
$2.05M +$2.05M +20,387 New
Cetera Investment Advisers
212
Cetera Investment Advisers
Illinois
$1.99M +$32.5K +323 +2%
EA
213
Emerald Advisors
Washington
$1.95M -$1.03M -10,264 -35%
EH
214
Equitable Holdings
New York
$1.94M +$274K +2,723 +16%
PP
215
Prosperity Planning
Missouri
$1.93M -$2.27M
CTC
216
Central Trust Company
Missouri
$1.86M +$1.86M +18,454 New
LAS
217
LWM Advisory Services
Florida
$1.83M -$661K -6,572 -27%
CAM
218
Congress Asset Management
Massachusetts
$1.82M -$214K -2,122 -11%
CWM
219
Congress Wealth Management
Massachusetts
$1.81M -$597K -5,933 -25%
BWFA
220
Baltimore-Washington Financial Advisors
Maryland
$1.81M +$1.81M +17,977 New
AL
221
ADE LLC
Maryland
$1.73M +$6.44K +64 +0.4%
AA
222
Alesco Advisors
New York
$1.7M -$40.3K -400 -2%
OC
223
Oppenheimer & Co
New York
$1.67M +$129K +1,277 +8%
DWP
224
Destiny Wealth Partners
Florida
$1.64M +$1.64M +16,319 New
BIP
225
Blueprint Investment Partners
North Carolina
$1.61M -$3.44M -34,167 -68%