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State Street SPDR Bloomberg 1-3 Month T-Bill ETF

1,165 hedge funds and large institutions have $22.1B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2025 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 528 increasing their positions, 411 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $3.35M | Put options by funds: $1.12M

75% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 84

28% more repeat investments, than reductions

Existing positions increased: 528 | Existing positions reduced: 411

13% more capital invested

Capital invested by funds: $19.6B → $22.1B (+$2.49B)

6% more funds holding in top 10

Funds holding in top 10: 195206 (+11)

4% more funds holding

Funds holding: 1,1251,165 (+40)

1.11% less ownership

Funds ownership: 54.84%53.74% (-1.1%)

Holders
1,165
Holders Change
+40
Holders Change %
+3.56%
% of All Funds
15.62%
Holding in Top 10
206
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.64%
% of All Funds
2.76%
New
147
Increased
528
Reduced
411
Closed
84
Calls
$3.35M
Puts
$1.12M
Net Calls
+$2.23M
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.99B +$206M +2,246,904 +12%
Bank of America
2
Bank of America
North Carolina
$1.42B -$77.4M -845,577 -5%
LPL Financial
3
LPL Financial
California
$1.15B +$92.2M +1,006,657 +9%
AssetMark Inc
4
AssetMark Inc
California
$668M +$576M +6,286,127 +629%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$632M +$114M +1,244,235 +22%
Wells Fargo
6
Wells Fargo
California
$624M +$63.4M +691,855 +11%
UBS Group
7
UBS Group
Switzerland
$620M +$22.1M +240,819 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$600M +$53.5M +584,042 +10%
Stifel Financial
9
Stifel Financial
Missouri
$503M +$43.6M +475,823 +10%
CWP
10
Capital Wealth Planning
Florida
$497M +$29.2M +318,664 +6%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$302M -$9.52M -103,913 -3%
Truist Financial
12
Truist Financial
North Carolina
$293M +$12.5M +136,017 +4%
Raymond James Financial
13
Raymond James Financial
Florida
$265M +$15.7M +171,252 +6%
PCIG
14
Partners Capital Investment Group
Massachusetts
$258M +$59.6M +650,315 +30%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$229M +$9.7M +105,860 +4%
AM
16
AGF Management
Ontario, Canada
$225M +$100M +1,092,381 +80%
Capital International Investors
17
Capital International Investors
California
$216M +$10.6M +115,731 +5%
Osaic Holdings
18
Osaic Holdings
Arizona
$210M -$10.3M -112,624 -5%
OAM
19
Oppenheimer Asset Management
New York
$198M +$28.6M +311,818 +17%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$186M +$17.5M +191,502 +10%
Citigroup
21
Citigroup
New York
$186M +$158M +1,723,134 +573%
BBVA
22
Banco Bilbao Vizcaya Argentaria
Spain
$181M +$21.5M +234,799 +14%
3AM
23
3EDGE Asset Management
Florida
$179M -$64.5M -704,654 -27%
DWM
24
Dakota Wealth Management
Florida
$169M +$44.6M +486,707 +36%
HHGA
25
Halbert Hargrove Global Advisors
California
$149M +$149M +1,629,049 New

BIL Hedge Fund Activity: Q1 2025 in Review

1,165 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q1 2025, worth a combined $22.1B — up 13% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new BIL positions and 84 closed out — a net gain of 63 holders — while 528 added to existing stakes and 411 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $576M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $147M.

  • 1,165 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q1 2025, up from 1,125 in Q4 2024.
  • Funds reported $22.1B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 147 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q1 2025 and 84 closed out, a net change of +63 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q1 2025 was AssetMark Inc, an estimated $576M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q1 2025 was Beacon Capital Management Inc (Ohio), an estimated $147M sold.

Based on aggregated 13F filings for Q1 2025.