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iShares 0-3 Month Treasury Bond ETF

851 hedge funds and large institutions have $14.2B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 381 increasing their positions, 242 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

11% more funds holding in top 10

Funds holding in top 10: 131145 (+14)

1.21% more ownership

Funds ownership: 35.35%36.56% (+1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
851
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
145
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$5K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
376
Strategic Blueprint
Georgia
$2.92M
TRCT
377
Tower Research Capital (TRC)
New York
$2.87M
AWE
378
Avidian Wealth Enterprises
Texas
$2.86M
HWA
379
HHM Wealth Advisors
Tennessee
$2.84M
SFP
380
SwitchPoint Financial Planning
Utah
$2.82M
AAM
381
Ackerman Asset Management
Maryland
$2.82M
SP
382
Successful Portfolios
Florida
$2.8M
AAP
383
Arax Advisory Partners
Colorado
$2.8M
SMC
384
Smith, Moore & Co
Missouri
$2.78M
FSG
385
Financial Strategies Group
Michigan
$2.78M
RI
386
Ridgewood Investments
New Jersey
$2.77M
BFG
387
Beacon Financial Group
Texas
$2.76M
BWP
388
Balboa Wealth Partners
Arizona
$2.75M
TSS
389
Two Sigma Securities
New York
$2.72M
LWM
390
Lionshead Wealth Management
New York
$2.72M
SI
391
Sprott Inc
Ontario, Canada
$2.71M
KWA
392
Kingswood Wealth Advisors
California
$2.69M
CL
393
COWA LLC
Oklahoma
$2.69M
UAG
394
United Advisor Group
Ohio
$2.67M
TLFA
395
True Link Financial Advisors
California
$2.64M
GEA
396
Glen Eagle Advisors
New Jersey
$2.57M
BOSSRA
397
B.O.S.S. Retirement Advisors
Utah
$2.57M
TFA
398
Transamerica Financial Advisors
Florida
$2.56M
WCWM
399
Willow Creek Wealth Management
California
$2.51M
RWS
400
Rochester Wealth Strategies
Michigan
$2.51M