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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
LPL Financial
1
LPL Financial
California
$59.8M +$3.29M +65,651 +6%
MML Investors Services
2
MML Investors Services
Massachusetts
$20.9M +$1.97M +39,252 +10%
Stifel Financial
3
Stifel Financial
Missouri
$14.7M +$2.08M +41,498 +17%
4WM
4
49 Wealth Management
Texas
$12.3M -$33.5K -668 -0.3%
NFG
5
Nations Financial Group
Iowa
$6.83M +$2.79M +55,628 +69%
EH
6
Equitable Holdings
New York
$6.35M +$1.84M +36,612 +41%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.91M +$964K +19,230 +20%
Morgan Stanley
8
Morgan Stanley
New York
$5.51M +$4.94M +98,622 +905%
FTUS
9
Flow Traders U.S.
New York
$5.27M -$28.9K -577 -0.5%
Raymond James Financial
10
Raymond James Financial
Florida
$4.36M +$336K +6,696 +8%
AFAS
11
Acorn Financial Advisory Services
Virginia
$3.73M -$208K -4,158 -5%
UBS Group
12
UBS Group
Switzerland
$3.7M -$537K -10,717 -13%
ABWM
13
Alpine Bank Wealth Management
Colorado
$3.5M +$1.06M +21,124 +44%
Lido Advisors
14
Lido Advisors
California
$2.79M -$268K -5,353 -9%
Goldman Sachs
15
Goldman Sachs
New York
$2.38M +$1.64M +32,760 +225%
RCS
16
Retirement Capital Strategies
California
$2.18M +$150 +3 +0%
PAG
17
Private Advisor Group
New Jersey
$2.16M +$56.8K +1,133 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.96M -$612K -12,204 -24%
FAM
19
Formidable Asset Management
Ohio
$1.9M -$35.5K -709 -2%
MSFS
20
Main Street Financial Solutions
Pennsylvania
$1.8M +$1.13M +22,582 +171%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.79M -$771K -15,381 -30%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$1.7M -$1.23M -24,507 -42%
HCA
23
Heck Capital Advisors
Wisconsin
$1.4M -$872K -17,389 -38%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$1.24M -$90.1K -1,798 -7%
KAS
25
KPP Advisory Services
Kentucky
$1.07M +$1.07M +21,332 New

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.