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iShares 0-3 Month Treasury Bond ETF

152 hedge funds and large institutions have $3.17B invested in iShares 0-3 Month Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 48 increasing their positions, 12 reducing their positions, and 13 closing their positions.

Holders
152
Holders Change
+69
Holders Change %
+83.13%
% of All Funds
2.57%
Holding in Top 10
23
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+155.56%
% of All Funds
0.39%
New
82
Increased
48
Reduced
12
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.06B 10,635,365 +2,502,086 +31%
SW
2
SVB Wealth
Massachusetts
$431M 4,309,203 +377,878 +10%
ACM
3
AlphaStar Capital Management
North Carolina
$253M 2,523,311 +1,413,273 +127%
BFA
4
Beaumont Financial Advisors
Massachusetts
$180M 1,799,640 +1,773,902 +6,892%
CIA
5
Choate Investment Advisors
Massachusetts
$137M 1,372,513 +633,406 +86%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$80M 799,119 +454,654 +132%
Morgan Stanley
7
Morgan Stanley
New York
$67.4M 672,740 +648,448 +2,669%
KOC
8
Koss-Olinger Consulting
Florida
$57M 568,941 +568,941 New
ACP
9
Aveo Capital Partners
Colorado
$55.3M 551,956 +186,314 +51%
MSCM
10
McElhenny Sheffield Capital Management
Texas
$44.1M 440,057 +440,057 New
Stifel Financial
11
Stifel Financial
Missouri
$40.4M 403,250 +331,938 +465%
BTI
12
Blue Trust Inc
Georgia
$36.4M 363,595 +363,595 New
SQA
13
Simon Quick Advisors
New Jersey
$33.9M 338,664 +338,664 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$31.2M 311,321 +233,668 +301%
Ameriprise
15
Ameriprise
Minnesota
$30.6M 305,152 +162,552 +114%
CPFP
16
Clear Perspectives Financial Planning
Ohio
$27.7M 276,523 +276,523 New
AWS
17
Atria Wealth Solutions
New York
$25.6M 255,406 +19,587 +8%
EF
18
Empowered Funds
Pennsylvania
$24.4M 243,900 +243,900 New
MAM
19
Meeder Asset Management
Ohio
$21.6M 216,048 +216,048 New
Baird Financial Group
20
Baird Financial Group
Wisconsin
$21.5M 214,528 +214,528 New
Jane Street
21
Jane Street
New York
$21.3M 212,751 +101,308 +91%
WFMPM
22
Woodley Farra Manion Portfolio Management
Indiana
$20.5M 204,317 +204,317 New
AWM
23
Accurate Wealth Management
Florida
$18.5M 185,167 +185,167 New
Osaic Holdings
24
Osaic Holdings
Arizona
$18.1M 180,312 +52,290 +41%
AC
25
AWM Capital
Arizona
$17.3M 172,849 +172,849 New