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iShares 0-3 Month Treasury Bond ETF

272 hedge funds and large institutions have $5.02B invested in iShares 0-3 Month Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 107 increasing their positions, 57 reducing their positions, and 23 closing their positions.

Holders
272
Holders Change
+71
Holders Change %
+35.32%
% of All Funds
4.39%
Holding in Top 10
50
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+35.14%
% of All Funds
0.81%
New
96
Increased
107
Reduced
57
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ETC
1
Exchange Traded Concepts
Oklahoma
$848M 8,463,799 +8,461,490 +366,457%
Bank of America
2
Bank of America
North Carolina
$488M 4,872,404 -3,599,850 -42%
Morgan Stanley
3
Morgan Stanley
New York
$257M 2,564,686 +1,016,473 +66%
ACM
4
AlphaStar Capital Management
North Carolina
$240M 2,395,683 -378,694 -14%
3AM
5
3EDGE Asset Management
Florida
$229M 2,286,908 +398,142 +21%
BFA
6
Beaumont Financial Advisors
Massachusetts
$185M 1,847,048 +106,273 +6%
Goldman Sachs
7
Goldman Sachs
New York
$138M 1,383,005 +492,435 +55%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$123M 1,225,992 +1,225,992 New
SW
9
SVB Wealth
Massachusetts
$100M 1,003,296 -845,596 -46%
AWS
10
AJ Wealth Strategies
New York
$93.5M 933,938 +933,938 New
AIP
11
Almanack Investment Partners
Pennsylvania
$90M 898,622 +898,622 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$71.8M 717,318 +667,979 +1,354%
ACP
13
Aveo Capital Partners
Colorado
$65.8M 656,651 -337,595 -34%
KOC
14
Koss-Olinger Consulting
Florida
$60.2M 600,876 +30,271 +5%
LPL Financial
15
LPL Financial
California
$59.5M 593,806 +339,320 +133%
GAG
16
GM Advisory Group
New York
$58.2M 581,372 +78,538 +16%
UBS Group
17
UBS Group
Switzerland
$57M 569,380 +159,030 +39%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$55.2M 551,479 +308,885 +127%
Osaic Holdings
19
Osaic Holdings
Arizona
$53.1M 530,414 +194,832 +58%
CA
20
Crane Advisory
California
$45.5M 453,961 +149,400 +49%
Corient Private Wealth
21
Corient Private Wealth
Florida
$42.8M 427,797 +427,797 New
EF
22
Empowered Funds
Pennsylvania
$42.7M 426,896 -85,846 -17%
Stifel Financial
23
Stifel Financial
Missouri
$42.7M 425,932 +32,321 +8%
TF
24
Trek Financial
Arizona
$41.5M 414,522 +14,102 +4%
KWM
25
Kingsview Wealth Management
Oregon
$41.5M 414,280 +64,676 +18%