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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 %
JFG
351
JDM Financial Group
Texas
$4M -$320K -3,178 -7%
PI
352
PFG Investments
New York
$3.99M +$976K +9,695 +32%
HSWM
353
Hubbell Strickland Wealth Management
Louisiana
$3.97M -$353K -3,510 -8%
EWM
354
Evermay Wealth Management
Virginia
$3.89M -$258K -2,565 -6%
WIA
355
World Investment Advisors
California
$3.86M +$1.37M +13,616 +55%
HL
356
HeadInvest LLC
Maine
$3.85M +$9.06K +90 +0.2%
AAA
357
American Alpha Advisors
New York
$3.8M +$525K +5,215 +16%
AAP
358
Arax Advisory Partners
Colorado
$3.79M +$995K +9,881 +36%
MPW
359
Magnolia Private Wealth
Pennsylvania
$3.78M -$3.54M -35,176 -48%
ATPW
360
Ashton Thomas Private Wealth
Arizona
$3.71M -$2.56M -25,433 -41%
SMA
361
Sage Mountain Advisors
Georgia
$3.53M +$3.53M +35,050 New
SCM
362
Steele Capital Management
Iowa
$3.49M -$292K -2,898 -8%
TA
363
Tactive Advisors
Florida
$3.48M +$3.48M +34,569 New
RWS
364
Rochester Wealth Strategies
Michigan
$3.46M +$953K +9,467 +38%
QFA
365
Quattro Financial Advisors
Texas
$3.45M
SMC
366
Smith, Moore & Co
Missouri
$3.45M +$665K +6,603 +24%
WCM
367
Wisconsin Capital Management
Wisconsin
$3.44M -$785K -7,799 -19%
LCC
368
Lincoln Capital Corp
Rhode Island
$3.41M -$3.15M -31,324 -48%
PGA
369
Portland Global Advisors
Maine
$3.39M +$197K +1,957 +6%
CA
370
Clune & Associates
Illinois
$3.38M +$1.17M +11,654 +53%
MFG
371
Merit Financial Group
Georgia
$3.38M +$3.38M +33,558 New
GRP
372
Global Retirement Partners
California
$3.36M +$3.36M +33,407 New
CL
373
COWA LLC
Oklahoma
$3.34M +$657K +6,531 +24%
CAS
374
Coppell Advisory Solutions
Texas
$3.31M +$3.31M +32,859 New
SB
375
Strategic Blueprint
Georgia
$3.3M +$380K +3,775 +13%