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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 %
RIA
476
Realta Investment Advisors
Delaware
$1.87M -$12K -119 -0.6%
PMG
477
Private Management Group
California
$1.86M +$674K +6,693 +57%
UB
478
UMB Bank
Missouri
$1.86M -$73.1K -726 -4%
CAMV
479
Concord Asset Management (Virginia)
Virginia
$1.84M +$1.84M +18,321 New
CWP
480
Concord Wealth Partners
Virginia
$1.84M +$1.84M +18,321 New
CIAS
481
Capital Investment Advisory Services
North Carolina
$1.81M +$755K +7,497 +71%
GWP
482
Gateway Wealth Partners
Wisconsin
$1.8M +$28.5K +283 +2%
BAAM
483
Baker Avenue Asset Management
California
$1.8M -$48.3K -480 -3%
AWA
484
Arete Wealth Advisors
Illinois
$1.79M -$1.87M -18,599 -51%
BFG
485
Berger Financial Group
Minnesota
$1.78M +$58.3K +579 +3%
GFA
486
Gallagher Fiduciary Advisors
Illinois
$1.74M +$211K +2,091 +14%
PWM
487
Prosperity Wealth Management
California
$1.73M -$440K -4,372 -20%
EWP
488
Elevation Wealth Partners
California
$1.72M +$17.7K +176 +1%
LWA
489
LifeGoal Wealth Advisors
New York
$1.71M +$971K +9,639 +132%
CLOS
490
Compagnie Lombard Odier SCmA
Switzerland
$1.7M +$459K +4,559 +37%
OCM
491
One Capital Management
California
$1.68M +$1.32M +13,100 +366%
AFP
492
Alpha Financial Partners
Kentucky
$1.66M -$46.5K -462 -3%
KFAA
493
Klaas Financial Asset Advisors
Illinois
$1.66M -$128K -1,269 -7%
WIM
494
Waycross Investment Management
Washington
$1.65M
AA
495
Aire Advisors
California
$1.63M +$252K +2,500 +18%
TWC
496
TD Waterhouse Canada
Ontario, Canada
$1.62M -$718K -7,157 -31%
PIA
497
Perennial Investment Advisors
California
$1.6M +$285K +2,826 +22%
XPN
498
XY Planning Network
Montana
$1.6M +$935K +9,284 +141%
WCWM
499
Wooster Corthell Wealth Management
Connecticut
$1.6M +$688K +6,830 +76%
GC
500
Guidance Capital
Kentucky
$1.59M -$827K -8,236 -34%