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iShares 0-3 Month Treasury Bond ETF

974 hedge funds and large institutions have $16.7B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 154 funds opening new positions, 422 increasing their positions, 332 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $15.9B → $16.7B (+$828M)

4% more funds holding in top 10

Funds holding in top 10: 149155 (+6)

5.07% less ownership

Funds ownership: 34.19%29.12% (-5.1%)

Holders
974
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
155
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.1M
Puts
$987K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
301
Root Financial Partners
California
$6.88M
FFS
302
Founders Financial Securities
Maryland
$6.7M
NPF
303
Norris Perne & French
Michigan
$6.68M
JCM
304
J2 Capital Management
Michigan
$6.67M
MW
305
Members Wealth
Pennsylvania
$6.67M
AI
306
Arrien Investments
Idaho
$6.57M
HIM
307
Hanlon Investment Management
New Jersey
$6.53M
WSFS
308
Wilmington Savings Fund Society
Delaware
$6.35M
AA
309
Alesco Advisors
New York
$6.26M
SPC
310
Sigma Planning Corp
Michigan
$6.25M
EH
311
Equitable Holdings
New York
$6.22M
KWM
312
Koa Wealth Management
California
$6.17M
ACA
313
Ackerman Capital Advisors
Texas
$6.08M
WCM
314
Winthrop Capital Management
Indiana
$6.05M
NOCM
315
Night Owl Capital Management
Connecticut
$6.04M
FWC
316
First Washington Corp
Washington
$6.01M
SFSG
317
Sound Financial Strategies Group
Mississippi
$6M
HKIMG
318
Hutchens & Kramer Investment Management Group
Indiana
$5.98M
NI
319
NDVR Inc
Massachusetts
$5.96M
SCI
320
Stableford Capital II
Arizona
$5.91M
HWAM
321
Hennion & Walsh Asset Management
New Jersey
$5.9M
PGA
322
Portland Global Advisors
Maine
$5.81M
RCWM
323
Red Crane Wealth Management
California
$5.8M
NA
324
Nottingham Advisors
New York
$5.77M
LCC
325
Lincoln Capital Corp
Rhode Island
$5.7M