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US Treasury 12 Month Bill ETF

63 hedge funds and large institutions have $190M invested in US Treasury 12 Month Bill ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

9% more funds holding

Funds holding: 5863 (+5)

8% more capital invested

Capital invested by funds: $175M → $190M (+$14.7M)

1.97% more ownership

Funds ownership: 64.05%66.02% (+2%)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
23
Reduced
23
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
26
Curran Financial Partners
South Carolina
$1.03M +$239K +4,770 +30%
AWA
27
Amplius Wealth Advisors
Pennsylvania
$962K -$70.9K -1,415 -7%
KAS
28
Kestra Advisory Services
Texas
$818K +$3.91K +78 +0.5%
GVCM
29
Global View Capital Management
Wisconsin
$814K -$85.2K -1,699 -10%
MMM
30
Mendel Money Management
Illinois
$800K -$618K -12,327 -44%
MSWA
31
Marshall & Sterling Wealth Advisors
New York
$780K +$62.7K +1,250 +9%
JIP
32
Jaffetilchin Investment Partners
Florida
$691K +$689K +13,739 New
SWA
33
Sax Wealth Advisors
New Jersey
$671K -$23.9K -476 -3%
GRP
34
Global Retirement Partners
California
$643K -$22.2K -443 -3%
DWM
35
Denver Wealth Management
Colorado
$550K -$211K -4,214 -28%
Jane Street
36
Jane Street
New York
$524K -$1.06M -21,191 -67%
WIA
37
World Investment Advisors
California
$507K
VBFP
38
Valtinson Bruner Financial Planning
Minnesota
$503K +$501 +10 +0.1%
SWP
39
Stratos Wealth Partners
Ohio
$496K -$1.58M -31,461 -76%
CCM
40
Crew Capital Management
Ohio
$456K +$18.9K +376 +4%
CGA
41
Crescent Grove Advisors
Illinois
$440K +$438K +8,745 New
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$394K +$111K +2,215 +39%
KWM
43
Kingsview Wealth Management
Oregon
$369K -$39.5K -788 -10%
SPC
44
Sigma Planning Corp
Michigan
$365K +$6.27K +125 +2%
SF
45
Summit Financial
New Jersey
$344K +$343K +6,845 New
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$344K +$343K +6,835 New
Mariner
47
Mariner
Kansas
$343K +$13.6K +271 +4%
CBT
48
Crews Bank & Trust
Florida
$292K +$30.1K +600 +12%
IWC
49
Integrated Wealth Concepts
Massachusetts
$252K
WIM
50
WealthPlan Investment Management
Nebraska
$251K

OBIL Hedge Fund Activity: Q3 2025 in Review

63 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in US Treasury 12 Month Bill ETF (OBIL) for Q3 2025, worth a combined $190M — up 8.4% from $175M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OBIL positions and 2 closed out — a net gain of 8 holders — while 23 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.94M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.26M sold.

  • 63 institutional investors held US Treasury 12 Month Bill ETF (OBIL) as of Q3 2025, up from 58 in Q2 2025.
  • Funds reported $190M of US Treasury 12 Month Bill ETF stock for Q3 2025, up 8.4% quarter-over-quarter.
  • 10 funds opened new US Treasury 12 Month Bill ETF positions in Q3 2025 and 2 closed out, a net change of +8 holders.
  • The largest US Treasury 12 Month Bill ETF buyer in Q3 2025 was Morgan Stanley, an estimated $4.94M added.
  • The largest US Treasury 12 Month Bill ETF seller in Q3 2025 was Susquehanna International Group, an estimated $2.26M sold.

Based on aggregated 13F filings for Q3 2025.