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State Street SPDR Bloomberg 3-12 Month T-Bill ETF

276 hedge funds and large institutions have $2.42B invested in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 129 increasing their positions, 88 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

47% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 88

10% more capital invested

Capital invested by funds: $2.2B → $2.42B (+$218M)

5% more funds holding

Funds holding: 263276 (+13)

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

1.15% less ownership

Funds ownership: 67.23%66.08% (-1.1%)

Holders
276
Holders Change
+13
Holders Change %
+4.94%
% of All Funds
3.7%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.36%
New
38
Increased
129
Reduced
88
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$286M +$29.7M +298,947 +12%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$202M +$35.8M +360,183 +22%
Bank of America
3
Bank of America
North Carolina
$142M -$4.99M -50,233 -3%
MIM
4
Miller Investment Management
Pennsylvania
$110M +$529K +5,323 +0.5%
Renaissance Technologies
5
Renaissance Technologies
New York
$95.4M +$14.4M +144,500 +18%
Ameriprise
6
Ameriprise
Minnesota
$85.2M +$29.6M +297,733 +53%
BB
7
Bell Bank
North Dakota
$61.5M -$815K -8,206 -1%
PCP
8
Proficio Capital Partners
Massachusetts
$60.5M -$3.15M -31,712 -5%
PCIG
9
Partners Capital Investment Group
Massachusetts
$58.7M +$8.15M +82,062 +16%
SIG
10
Sargent Investment Group
Maryland
$57.8M +$2.89M +29,118 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$57.3M -$23.3M -234,775 -29%
ATPW
12
Ashton Thomas Private Wealth
Arizona
$49.1M +$10.5M +105,761 +27%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$44.9M +$3.32M +33,404 +8%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$42.5M +$7.26M +73,137 +21%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$39.9M +$7.48M +75,324 +23%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$39.1M +$9.04M +90,987 +30%
PC
17
Pecaut & Co
Iowa
$37.4M +$939K +9,450 +3%
UBS Group
18
UBS Group
Switzerland
$37M +$6.38M +64,211 +21%
Wells Fargo
19
Wells Fargo
California
$27.3M +$1.69M +16,978 +7%
SA
20
SoundView Advisors
Washington
$26.7M +$1.07M +10,727 +4%
CAMG
21
CWA Asset Management Group
Florida
$22.4M -$245K -2,462 -1%
PAM
22
Peak Asset Management
Colorado
$19.5M +$425K +4,279 +2%
Morgan Stanley
23
Morgan Stanley
New York
$19.4M +$8.73M +87,870 +82%
ODIJL
24
One Day In July LLC
Vermont
$18.2M +$6.1M +61,427 +51%
IWC
25
Integrated Wealth Concepts
Massachusetts
$17.2M -$19M -190,813 -52%

BILS Hedge Fund Activity: Q1 2025 in Review

276 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) for Q1 2025, worth a combined $2.42B — up 9.9% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BILS positions and 18 closed out — a net gain of 20 holders — while 129 added to existing stakes and 88 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $35.8M. The largest seller was Osaic Holdings, cutting an estimated $23.3M.

  • 276 institutional investors held State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) as of Q1 2025, up from 263 in Q4 2024.
  • Funds reported $2.42B of State Street SPDR Bloomberg 3-12 Month T-Bill ETF stock for Q1 2025, up 9.9% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Bloomberg 3-12 Month T-Bill ETF positions in Q1 2025 and 18 closed out, a net change of +20 holders.
  • The largest State Street SPDR Bloomberg 3-12 Month T-Bill ETF buyer in Q1 2025 was Carson Wealth (CWM LLC), an estimated $35.8M added.
  • The largest State Street SPDR Bloomberg 3-12 Month T-Bill ETF seller in Q1 2025 was Osaic Holdings, an estimated $23.3M sold.

Based on aggregated 13F filings for Q1 2025.