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iShares 0-3 Month Treasury Bond ETF

904 hedge funds and large institutions have $15.2B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 389 increasing their positions, 329 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
904
Holders Change
+53
Holders Change %
+6.23%
% of All Funds
12.12%
Holding in Top 10
145
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.94%
New
130
Increased
389
Reduced
329
Closed
64
Calls
$383K
Puts
Net Calls
+$383K
Net Calls Change
+$388K
Name Holding Trade Value Shares
Change
Shares
Change %
HWAM
301
Hennion & Walsh Asset Management
New Jersey
$5.65M +$5.65M +56,091 New
EWA
302
EP Wealth Advisors
California
$5.63M +$4.25M +42,227 +309%
BJL
303
Brighton Jones LLC
Washington
$5.62M -$6.62M -65,718 -54%
BWP
304
Burling Wealth Partners
Illinois
$5.55M +$4.9M +48,637 +747%
AL
305
ADE LLC
Maryland
$5.55M -$359K -3,566 -6%
PCP
306
Panoramic Capital Partners
Oregon
$5.53M -$4.41M -43,892 -44%
CPW
307
Cove Private Wealth
New York
$5.48M -$201K -2,000 -4%
BTI
308
Blue Trust Inc
Georgia
$5.47M -$2.98M -29,593 -35%
MPW
309
MASECO Private Wealth
$5.31M +$5.31M +52,734 New
EH
310
Equitable Holdings
New York
$5.31M -$5.8M -57,592 -52%
PL
311
Plancorp LLC
Missouri
$5.28M +$2.88M +28,624 +120%
FFS
312
Founders Financial Securities
Maryland
$5.19M +$1.18M +11,702 +29%
IAN
313
Integrated Advisors Network
Texas
$5.13M +$3.03M +30,045 +144%
GFG
314
Grantvest Financial Group
New Jersey
$5.12M -$396K -3,929 -7%
NS
315
NBC Securities
Alabama
$5.07M -$328K -3,260 -6%
IW
316
IronOak Wealth
Texas
$5.03M +$5.03M +49,980 New
CF
317
Clarity Financial
Texas
$5M -$360K -3,573 -7%
BWS
318
Buck Wealth Strategies
Colorado
$4.94M +$740K +7,350 +18%
SC
319
Scratch Capital
Idaho
$4.91M +$636K +6,318 +15%
RCWM
320
Red Crane Wealth Management
California
$4.88M +$844K +8,383 +21%
CP
321
Clayton Partners
California
$4.85M -$463K -4,595 -9%
FPA
322
First Pacific Advisors
California
$4.85M +$635K +6,307 +15%
HI
323
Harper Investing
California
$4.82M +$2.93M +29,106 +155%
CWP
324
Core Wealth Partners
California
$4.79M +$232K +2,307 +5%
AP
325
Americana Partners
Texas
$4.78M -$622K -6,173 -12%