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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
FM
401
Foster & Motley
Ohio
$2.5M
EAM
402
Everstar Asset Management
North Carolina
$2.5M
EMAM
403
Encompass More Asset Management
California
$2.49M
WIA
404
World Investment Advisors
California
$2.49M
OC
405
Oppenheimer & Co
New York
$2.48M
WSFS
406
Wilmington Savings Fund Society
Delaware
$2.45M
1WM
407
1900 Wealth Management
Texas
$2.44M
GC
408
Guidance Capital
Kentucky
$2.42M
PL
409
Plancorp LLC
Missouri
$2.4M
AA
410
Armis Advisers
Georgia
$2.38M
Polen Capital Management
411
Polen Capital Management
Florida
$2.35M
TWC
412
TD Waterhouse Canada
Ontario, Canada
$2.34M
CA
413
Clune & Associates
Illinois
$2.21M
WCM
414
Winthrop Capital Management
Indiana
$2.21M
OHIS
415
Oak Harvest Investment Services
Texas
$2.19M
SIS
416
Sound Income Strategies
Florida
$2.18M
PWM
417
Prosperity Wealth Management
California
$2.17M
CWM
418
Congress Wealth Management
Massachusetts
$2.15M
ACA
419
Aptus Capital Advisors
Alabama
$2.13M
LF
420
Lantz Financial
Illinois
$2.11M
IAN
421
Integrated Advisors Network
Texas
$2.11M
WIA
422
Wealthedge Investment Advisors
New York
$2.1M
Bank Julius Baer & Co
423
Bank Julius Baer & Co
Switzerland
$2.09M
WAM
424
Walker Asset Management
Missouri
$2.08M
GIM
425
Goelzer Investment Management
Indiana
$2.06M