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iShares 0-3 Month Treasury Bond ETF

404 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, 132 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 52

21% more funds holding in top 10

Funds holding in top 10: 5870 (+12)

20% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 132

11% more funds holding

Funds holding: 365404 (+39)

6% less capital invested

Capital invested by funds: $5.9B → $5.54B (-$359M)

6.43% less ownership

Funds ownership: 57.1%50.67% (-6.4%)

Holders
404
Holders Change
+39
Holders Change %
+10.68%
% of All Funds
6.34%
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
132
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$511M +$73.1M +728,375 +17%
Morgan Stanley
2
Morgan Stanley
New York
$378M +$29.4M +292,728 +8%
LPL Financial
3
LPL Financial
California
$174M +$38.8M +386,363 +29%
AWM
4
AE Wealth Management
Kansas
$173M +$122M +1,213,383 +238%
Ameriprise
5
Ameriprise
Minnesota
$137M +$103M +1,027,660 +312%
AWS
6
AJ Wealth Strategies
New York
$133M +$29.1M +289,623 +28%
EIC
7
Equity Investment Corp
Georgia
$132M +$131M +1,307,145 New
SCA
8
Stuart Chaussee & Associates
California
$125M +$124M +1,237,940 New
CAN
9
Cetera Advisor Networks
California
$124M +$57.4M +571,836 +87%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$114M -$55.3M -550,945 -33%
UBS Group
11
UBS Group
Switzerland
$105M +$26.4M +262,566 +34%
GAG
12
GM Advisory Group
New York
$98.7M +$14.6M +145,435 +17%
AIP
13
Almanack Investment Partners
Pennsylvania
$91.3M -$5.74M -57,158 -6%
WFMPM
14
Woodley Farra Manion Portfolio Management
Indiana
$79.6M -$3.42M -34,069 -4%
HI
15
Harper Investing
California
$79.2M +$13.9M +138,381 +21%
Jane Street
16
Jane Street
New York
$68.5M -$84.4M -840,921 -55%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$61.6M +$32.8M +326,845 +115%
TF
18
Trek Financial
Arizona
$57.8M +$8.24M +82,029 +17%
LSAG
19
Lake Street Advisors Group
New Hampshire
$57.1M +$57M +567,771 New
BWS
20
Buck Wealth Strategies
Colorado
$55.3M +$6.1M +60,754 +12%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$54.8M -$9.81M -97,697 -15%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$54.2M +$5.5M +54,778 +11%
EF
23
Empowered Funds
Pennsylvania
$54M +$17M +169,695 +46%
EST
24
EA Series Trust
Pennsylvania
$54M +$54.2M +539,392 New
Osaic Holdings
25
Osaic Holdings
Arizona
$54M -$17.6M -175,641 -25%