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iShares 0-3 Month Treasury Bond ETF

991 hedge funds and large institutions have $16.8B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 427 increasing their positions, 338 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,022% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $987K

123% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 70

26% more repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 338

7% more funds holding

Funds holding: 922991 (+69)

6% more capital invested

Capital invested by funds: $15.9B → $16.8B (+$890M)

3% more funds holding in top 10

Funds holding in top 10: 150155 (+5)

4.96% less ownership

Funds ownership: 34.17%29.22% (-5%)

Holders
991
Holders Change
+69
Holders Change %
+7.48%
% of All Funds
13.01%
Holding in Top 10
155
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.33%
% of All Funds
2.03%
New
156
Increased
427
Reduced
338
Closed
70
Calls
$11.1M
Puts
$987K
Net Calls
+$10.1M
Net Calls Change
+$9.71M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
MAI Capital Management
Ohio
$144M -$1.92M -19,066 -1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$138M -$113M -1,123,553 -45%
CG
28
Cynosure Group
Utah
$127M +$7.58M +75,337 +6%
AC
29
AWM Capital
Arizona
$125M -$7.82M -77,756 -6%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$121M +$6.49M +64,562 +6%
Kovitz Investment Group Partners
31
Kovitz Investment Group Partners
Illinois
$117M -$19.4M -192,613 -14%
PGFC
32
Peapack-Gladstone Financial Corp
New Jersey
$113M +$10.6M +105,320 +10%
CAM
33
Cresset Asset Management
Illinois
$109M -$51.2M -509,132 -32%
SFA
34
Sequoia Financial Advisors
Ohio
$108M +$43.7M +435,021 +68%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$103M +$6.29M +62,557 +7%
MA
36
Mutual Advisors
Nebraska
$102M +$14M +139,479 +16%
Aristotle Capital Management
37
Aristotle Capital Management
California
$100M +$100M +996,169 New
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$99.9M -$6.14M -61,068 -6%
FFA
39
Farther Finance Advisors
California
$97.5M +$33.9M +337,037 +53%
WFMPM
40
Woodley Farra Manion Portfolio Management
Indiana
$96.4M -$17.2M -171,224 -15%
PC
41
Peavine Capital
Nevada
$95.8M +$27.8M +276,445 +41%
Stifel Financial
42
Stifel Financial
Missouri
$93M +$18.2M +181,312 +24%
CVM
43
Cheviot Value Management
California
$87.5M -$89.5K -890 -0.1%
BL
44
Balentine LLC
Georgia
$86.6M -$15M -149,647 -15%
AWF
45
Alpha Wealth Funds
Utah
$85.8M +$18.2M +180,980 +27%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$84.5M +$7.02M +69,856 +9%
ACM
47
AlphaStar Capital Management
North Carolina
$83.7M -$4.32M -42,938 -3%
EPM
48
Elm Partners Management
Pennsylvania
$81.1M -$45.7M -454,921 -36%
MMA
49
Miracle Mile Advisors
California
$79M -$4.95M -49,195 -6%
CA
50
Cambridge Associates
Massachusetts
$78.8M +$78.7M +782,642 New