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iShares 0-3 Month Treasury Bond ETF

974 hedge funds and large institutions have $16.7B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 154 funds opening new positions, 422 increasing their positions, 332 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $15.9B → $16.7B (+$828M)

4% more funds holding in top 10

Funds holding in top 10: 149155 (+6)

5.07% less ownership

Funds ownership: 34.19%29.12% (-5.1%)

Holders
974
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
155
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.1M
Puts
$987K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
451
D.J. St. Germain
Massachusetts
$2.56M
MWM
452
Meridian Wealth Management
Kentucky
$2.55M
GEA
453
Glen Eagle Advisors
New Jersey
$2.55M
VT
454
Vise Technologies
New York
$2.53M
WC
455
Waterloo Capital
Texas
$2.49M
SP
456
Successful Portfolios
Florida
$2.49M
CP
457
Capital Planning
Washington
$2.48M
ML
458
McAdam LLC
Pennsylvania
$2.48M
NP
459
Nilsine Partners
Colorado
$2.44M
SKK
460
Shepherd Kaplan Krochuk
Massachusetts
$2.42M
HOWA
461
Heritage Oak Wealth Advisors
Florida
$2.39M
ATC
462
Argent Trust Co
Tennessee
$2.36M
AFWM
463
Abich Financial Wealth Management
Virginia
$2.34M
AWE
464
Avidian Wealth Enterprises
Texas
$2.31M
BAS
465
Breakthru Advisory Services
Wisconsin
$2.23M
APA
466
Astoria Portfolio Advisors
New York
$2.22M
AFC
467
Adaptive Financial Consulting
Ohio
$2.21M
HAP
468
Harbor Asset Planning
Massachusetts
$2.21M
JSA
469
Jim Saulnier & Associates
Colorado
$2.2M
TWA
470
Talisman Wealth Advisors
New Jersey
$2.2M
OHIS
471
Oak Harvest Investment Services
Texas
$2.15M
BOSSRA
472
B.O.S.S. Retirement Advisors
Utah
$2.14M
BC
473
Bulwark Capital
Florida
$2.14M
PP
474
Prosperity Planning
Missouri
$2.13M
CAS
475
Coppell Advisory Solutions
Texas
$2.12M