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iShares 0-3 Month Treasury Bond ETF

905 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, 390 increasing their positions, 329 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
+54
Holders Change %
+6.35%
% of All Funds
12.13%
Holding in Top 10
145
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.94%
New
130
Increased
390
Reduced
329
Closed
64
Calls
$383K
Puts
Net Calls
+$383K
Net Calls Change
+$388K
Name Holding Trade Value Shares
Change
Shares
Change %
LFPWM
426
Leicht Financial Planning & Wealth Management
New Jersey
$2.51M +$921K +9,143 +58%
WCP
427
Wick Capital Partners
Pennsylvania
$2.5M +$2.41M +200,863 +2,691%
PC
428
Promus Capital
Illinois
$2.5M +$2.5M +24,795 New
JSA
429
Jim Saulnier & Associates
Colorado
$2.47M -$1.91M -18,934 -44%
MFS
430
McNamara Financial Services
Massachusetts
$2.45M +$1.09M +10,802 +80%
HOWA
431
Heritage Oak Wealth Advisors
Florida
$2.44M -$1.7M -16,925 -41%
BC
432
Bulwark Capital
Florida
$2.43M +$2.43M +24,084 New
PPWP
433
Premier Path Wealth Partners
New Jersey
$2.42M +$2.42M +24,027 New
HWA
434
HHM Wealth Advisors
Tennessee
$2.41M -$426K -4,226 -15%
SC
435
Sepio Capital
Utah
$2.4M -$6.63M -65,850 -73%
SW
436
Simplicity Wealth
New Jersey
$2.35M +$829K +8,231 +54%
AWE
437
Avidian Wealth Enterprises
Texas
$2.35M -$512K -5,089 -18%
BWP
438
Balboa Wealth Partners
Arizona
$2.34M -$406K -4,037 -15%
SAW
439
Signal Advisors Wealth
Michigan
$2.34M +$935K +9,290 +67%
DWS
440
Discipline Wealth Solutions
South Carolina
$2.34M +$503K +4,993 +27%
MFA
441
McClarren Financial Advisors
Pennsylvania
$2.33M +$1.7M +16,926 +273%
PFS
442
Prospera Financial Services
Texas
$2.33M +$2.03M +20,146 +679%
HAP
443
Harbor Asset Planning
Massachusetts
$2.3M +$2.3M +22,886 New
HAIM
444
Hunter Associates Investment Management
Pennsylvania
$2.28M -$1.76M -17,472 -44%
AFC
445
Adaptive Financial Consulting
Ohio
$2.21M +$1.52M +15,050 +218%
TWA
446
Talisman Wealth Advisors
New Jersey
$2.21M +$312K +3,103 +16%
HGA
447
Hobbs Group Advisors
South Carolina
$2.2M +$766K +7,608 +53%
HA
448
Huntleigh Advisors
Missouri
$2.19M -$1.86M -18,503 -46%
PS
449
Planned Solutions
California
$2.18M -$3.7M -36,787 -63%
MWM
450
Meridian Wealth Management
Kentucky
$2.16M +$503K +4,997 +30%