OBIL icon

US Treasury 12 Month Bill ETF

58 hedge funds and large institutions have $175M invested in US Treasury 12 Month Bill ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
21
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$56.3M +$3.95M +78,703 +8%
MML Investors Services
2
MML Investors Services
Massachusetts
$18.9M +$1.34M +26,720 +8%
Stifel Financial
3
Stifel Financial
Missouri
$12.6M -$2.33M -46,425 -16%
4WM
4
49 Wealth Management
Texas
$12.3M -$1.68M -33,467 -12%
FTUS
5
Flow Traders U.S.
New York
$5.29M +$5.08M +101,127 +2,385%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.94M +$333K +6,640 +7%
EH
7
Equitable Holdings
New York
$4.5M +$765K +15,240 +20%
UBS Group
8
UBS Group
Switzerland
$4.23M +$608K +12,109 +17%
NFG
9
Nations Financial Group
Iowa
$4.02M +$557K +11,100 +16%
Raymond James Financial
10
Raymond James Financial
Florida
$4.02M +$1.65M +32,812 +69%
AFAS
11
Acorn Financial Advisory Services
Virginia
$3.93M -$175K -3,489 -4%
Lido Advisors
12
Lido Advisors
California
$3.05M -$67.1K -1,337 -2%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$2.93M -$432K -8,616 -13%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.57M -$516K -10,274 -17%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.56M -$52.1K -1,038 -2%
ABWM
16
Alpine Bank Wealth Management
Colorado
$2.43M -$536K -10,677 -18%
HCA
17
Heck Capital Advisors
Wisconsin
$2.27M +$1.55M +30,961 +218%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.26M +$2.26M +44,933 New
RCS
19
Retirement Capital Strategies
California
$2.18M +$1.68M +33,396 +334%
PAG
20
Private Advisor Group
New Jersey
$2.1M +$270K +5,382 +15%
SWP
21
Stratos Wealth Partners
Ohio
$2.07M +$2.07M +41,325 New
FAM
22
Formidable Asset Management
Ohio
$1.93M
Jane Street
23
Jane Street
New York
$1.59M +$1.1M +21,998 +229%
MMM
24
Mendel Money Management
Illinois
$1.42M -$35.7K -711 -2%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.33M -$658K -13,161 -33%