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iShares 0-3 Month Treasury Bond ETF

1,210 hedge funds and large institutions have $22.2B invested in iShares 0-3 Month Treasury Bond ETF in 2026 Q1 according to their latest regulatory filings, with 199 funds opening new positions, 566 increasing their positions, 372 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,142% more call options, than puts

Call options by funds: $9.48M | Put options by funds: $423K

176% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 72

52% more repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 372

25% more capital invested

Capital invested by funds: $17.9B → $22.2B (+$4.39B)

21% more funds holding in top 10

Funds holding in top 10: 179216 (+37)

10% more funds holding

Funds holding: 1,0971,210 (+113)

0.55% more ownership

Funds ownership: 26.42%26.97% (+0.55%)

Holders
1,210
Holders Change
+113
Holders Change %
+10.3%
% of All Funds
14.91%
Holding in Top 10
216
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+20.67%
% of All Funds
2.66%
New
199
Increased
566
Reduced
372
Closed
72
Calls
$9.48M
Puts
$423K
Net Calls
+$9.06M
Net Calls Change
-$9.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.23B +$143M +1,420,276 +13%
LPL Financial
2
LPL Financial
California
$1.09B +$207M +2,060,160 +23%
HCM
3
Howard Capital Management
Georgia
$940M +$938M +9,335,100 New
Morgan Stanley
4
Morgan Stanley
New York
$845M +$40.2M +400,371 +5%
UBS Group
5
UBS Group
Switzerland
$517M +$256M +2,543,358 +98%
CBU
6
CIBC Bancorp USA
Illinois
$392M +$398M +3,959,338 New
Cerity Partners
7
Cerity Partners
New York
$359M -$38M -377,657 -10%
Raymond James Financial
8
Raymond James Financial
Florida
$355M +$85.5M +850,844 +32%
Ameriprise
9
Ameriprise
Minnesota
$272M +$137M +1,360,553 +67%
Osaic Holdings
10
Osaic Holdings
Arizona
$272M +$11M +109,750 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$271M +$34.3M +341,164 +15%
Wells Fargo
12
Wells Fargo
California
$264M +$76.4M +759,593 +41%
JP Morgan Chase
13
JP Morgan Chase
New York
$259M +$22.5M +223,686 +10%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$252M +$25.3M +251,961 +11%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$238M +$124M +1,236,858 +110%
GAG
16
GM Advisory Group
New York
$233M -$18M -178,817 -7%
RAM
17
Robinhood Asset Management
California
$232M +$53.8M +535,380 +30%
NP
18
NorthRock Partners
Minnesota
$226M +$22.5M +223,483 +11%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$220M +$17.7M +175,627 +9%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$216M +$23.6M +234,797 +12%
CIM
21
Confluence Investment Management
Missouri
$177M -$33.9M -337,728 -16%
WFMPM
22
Woodley Farra Manion Portfolio Management
Indiana
$173M +$42M +417,354 +32%
HCM
23
Hilton Capital Management
New York
$157M +$157M +1,563,252 New
WC
24
Westerkirk Capital
$153M
WA
25
Waverly Advisors
Alabama
$152M +$3.96M +39,429 +3%