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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 %
SFC
326
Strategic Financial Concepts
Texas
$4.74M -$17.1K -169 -0.4%
GSWM
327
Golden State Wealth Management
California
$4.65M -$452K -4,490 -9%
RFL
328
RD Finance Ltd
Cyprus
$4.63M +$4.63M +46,000 New
AI
329
Atria Investments
North Carolina
$4.59M -$2.45M -24,349 -35%
HKIM
330
Hayek Kallen Investment Management
Alabama
$4.57M +$282K +2,796 +7%
OWP
331
ORG Wealth Partners
Texas
$4.56M +$108K +1,076 +2%
CSP
332
Cary Street Partners
Virginia
$4.49M -$214K -2,124 -5%
EC
333
Enhancing Capital
Pennsylvania
$4.48M -$318K -3,157 -7%
BFA
334
Beaumont Financial Advisors
Massachusetts
$4.44M -$28.2M -280,497 -86%
BRWA
335
B. Riley Wealth Advisors
Florida
$4.43M +$4.43M +44,027 New
WCM
336
Winthrop Capital Management
Indiana
$4.42M +$2.22M +22,030 +101%
AWM
337
Alterna Wealth Management
Texas
$4.42M -$78.8K -783 -2%
MWM
338
Marion Wealth Management
Pennsylvania
$4.4M -$95.9K -952 -2%
CWMK
339
Caliber Wealth Management (Kansas)
Kansas
$4.37M +$304K +3,016 +7%
AssetMark Inc
340
AssetMark Inc
California
$4.34M -$3.54M -35,128 -45%
TLFA
341
True Link Financial Advisors
California
$4.31M +$1.67M +16,575 +63%
DJSG
342
D.J. St. Germain
Massachusetts
$4.29M -$3.76M -37,340 -47%
HBWM
343
Hollow Brook Wealth Management
New York
$4.24M +$4.24M +42,077 New
AIC
344
Archer Investment Corporation
Indiana
$4.2M -$240K -2,388 -5%
BF
345
Baring Financial
Washington
$4.2M +$416K +4,135 +11%
FIA
346
Foundations Investment Advisors
Arizona
$4.17M +$2.13M +21,183 +105%
HI
347
Horizon Investments
North Carolina
$4.17M -$1.11M -11,080 -21%
PAM
348
PCG Asset Management
New Jersey
$4.13M +$273K +2,708 +7%
SG
349
StoneX Group
New York
$4.05M -$2.33M -23,172 -37%
CIBC World Market
350
CIBC World Market
Ontario, Canada
$4.03M -$614K -6,097 -13%