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iShares 0-3 Month Treasury Bond ETF

900 hedge funds and large institutions have $15.1B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 387 increasing their positions, 328 reducing their positions, and 64 closing their positions.

Holders
900
Holders Change
+49
Holders Change %
+5.76%
% of All Funds
12.09%
Holding in Top 10
145
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.95%
New
129
Increased
387
Reduced
328
Closed
64
Calls
$383K
Puts
Net Calls
+$383K
Net Calls Change
+$388K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.06B 10,561,368 +328,511 +3%
Morgan Stanley
2
Morgan Stanley
New York
$845M 8,396,686 +2,106,911 +33%
LPL Financial
3
LPL Financial
California
$725M 7,203,964 +1,260,296 +21%
Ameriprise
4
Ameriprise
Minnesota
$480M 4,724,497 -1,760,892 -27%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$308M 3,056,864 +884,640 +41%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$251M 2,491,342 +434,259 +21%
Cerity Partners
7
Cerity Partners
New York
$249M 2,473,988 +1,298,316 +110%
Raymond James Financial
8
Raymond James Financial
Florida
$243M 2,410,610 -517,706 -18%
CIM
9
Confluence Investment Management
Missouri
$239M 2,370,040 +426,548 +22%
LWANC
10
Laurel Wealth Advisors (North Carolina)
North Carolina
$227M 22,874,397 +22,656,682 +10,407%
UBS Group
11
UBS Group
Switzerland
$215M 2,136,929 +443,341 +26%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$214M 2,125,196 +943,581 +80%
CAM
13
Cresset Asset Management
Illinois
$211M 2,099,914 +740,353 +54%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$179M 1,781,074 +407,106 +30%
NP
15
NorthRock Partners
Minnesota
$175M 1,742,085 +50,472 +3%
CIA
16
Choate Investment Advisors
Massachusetts
$175M 1,739,491 +955,843 +122%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$172M 1,716,119 +814,794 +90%
CI
18
CX Institutional
Indiana
$156M 1,545,788 +1,103,475 +249%
WA
19
Waverly Advisors
Alabama
$155M 1,543,714 +1,094,875 +244%
MCM
20
MAI Capital Management
Ohio
$146M 1,446,099 -47,846 -3%
Wells Fargo
21
Wells Fargo
California
$139M 1,376,211 +688,221 +100%
Kovitz Investment Group Partners
22
Kovitz Investment Group Partners
Illinois
$137M 1,357,194 +457,682 +51%
AC
23
AWM Capital
Arizona
$133M 1,316,218 -131,968 -9%
EPM
24
Elm Partners Management
Pennsylvania
$127M 1,260,139 +187,364 +17%
GAG
25
GM Advisory Group
New York
$122M 1,210,980 -272,446 -18%