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US Treasury 12 Month Bill ETF

60 hedge funds and large institutions have $195M invested in US Treasury 12 Month Bill ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

11% more funds holding

Funds holding: 5460 (+6)

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

6% more capital invested

Capital invested by funds: $184M → $195M (+$11.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.43% less ownership

Funds ownership: 68.27%67.85% (-0.43%)

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
21
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$739K -$73.7K -1,470 -9%
SWA
27
Sax Wealth Advisors
New Jersey
$716K +$715K +14,261 New
HCA
28
Heck Capital Advisors
Wisconsin
$714K +$129K +2,575 +22%
MSWA
29
Marshall & Sterling Wealth Advisors
New York
$673K +$637K +12,709 +1,813%
CCM
30
Crew Capital Management
Ohio
$595K +$594K +11,854 New
CFP
31
Curran Financial Partners
South Carolina
$569K -$48.6K -969 -8%
RCS
32
Retirement Capital Strategies
California
$502K
VBFP
33
Valtinson Bruner Financial Planning
Minnesota
$501K +$50.1K +999 +11%
Jane Street
34
Jane Street
New York
$483K -$556K -11,090 -54%
RWP
35
Revolve Wealth Partners
New Jersey
$476K -$69K -1,376 -13%
SPC
36
Sigma Planning Corp
Michigan
$465K -$38.3K -765 -8%
MSFS
37
Main Street Financial Solutions
Pennsylvania
$409K +$408K +8,139 New
Mariner
38
Mariner
Kansas
$329K +$328K +6,546 New
SIG
39
Spinnaker Investment Group
California
$320K -$362K -7,216 -53%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$285K +$51.2K +1,022 +22%
CBT
41
Crews Bank & Trust
Florida
$261K +$100K +2,000 +63%
IWC
42
Integrated Wealth Concepts
Massachusetts
$251K
FAIM
43
Financial Advocates Investment Management
Washington
$242K +$242K +4,826 New
TFS
44
Thoroughbred Financial Services
Tennessee
$241K -$19.2K -383 -7%
JWCA
45
J.W. Cole Advisors
Florida
$234K +$5.06K +101 +2%
Citadel Advisors
46
Citadel Advisors
Florida
$229K -$168K -3,359 -42%
MSA
47
Marino Stram & Associates
Massachusetts
$224K -$142K -2,826 -39%
ARC
48
Advisor Resource Council
Texas
$216K +$216K +4,304 New
FTUS
49
Flow Traders U.S.
New York
$213K +$212K +4,240 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$202K

OBIL Hedge Fund Activity: Q1 2025 in Review

60 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in US Treasury 12 Month Bill ETF (OBIL) for Q1 2025, worth a combined $195M — up 6.3% from $184M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OBIL positions and 5 closed out — a net gain of 9 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.77M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $4.59M sold.

  • 60 institutional investors held US Treasury 12 Month Bill ETF (OBIL) as of Q1 2025, up from 54 in Q4 2024.
  • Funds reported $195M of US Treasury 12 Month Bill ETF stock for Q1 2025, up 6.3% quarter-over-quarter.
  • 14 funds opened new US Treasury 12 Month Bill ETF positions in Q1 2025 and 5 closed out, a net change of +9 holders.
  • The largest US Treasury 12 Month Bill ETF buyer in Q1 2025 was LPL Financial, an estimated $4.77M added.
  • The largest US Treasury 12 Month Bill ETF seller in Q1 2025 was Susquehanna International Group, an estimated $4.59M sold.

Based on aggregated 13F filings for Q1 2025.