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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, 380 increasing their positions, 243 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
851
Holders Change
+90
Holders Change %
+11.83%
% of All Funds
11.56%
Holding in Top 10
145
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+10.69%
% of All Funds
1.97%
New
167
Increased
380
Reduced
243
Closed
62
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Shares
Change %
EA
476
Emerald Advisors
Washington
$1.58M -$752K -7,473 -32%
EWA
477
EverSource Wealth Advisors
Alabama
$1.57M +$760K +7,551 +93%
CAM
478
Congress Asset Management
Massachusetts
$1.57M -$43.2K -429 -3%
RAG
479
RIA Advisory Group
Iowa
$1.55M -$33.7M -335,208 -96%
GFA
480
Gallagher Fiduciary Advisors
Illinois
$1.53M -$475K -4,714 -24%
SW
481
Simplicity Wealth
New Jersey
$1.53M -$266K -2,642 -15%
CAM
482
Cidel Asset Management
Ontario, Canada
$1.5M +$1.5M +14,910 New
AWA
483
Alta Wealth Advisors
Massachusetts
$1.46M +$510K +5,071 +54%
PLC
484
Peapod Lane Capital
New York
$1.45M +$990K +9,833 +215%
CBT
485
Crews Bank & Trust
Florida
$1.45M -$97.7K -970 -6%
HGA
486
Hobbs Group Advisors
South Carolina
$1.43M +$238K +2,368 +20%
SL
487
Salomon & Ludwin
Virginia
$1.43M -$8.05K -80 -0.6%
SAW
488
Signal Advisors Wealth
Michigan
$1.4M +$963K +9,570 +220%
EWA
489
EP Wealth Advisors
California
$1.37M -$37K -368 -3%
AA
490
Aire Advisors
California
$1.37M
MFS
491
McNamara Financial Services
Massachusetts
$1.36M +$986K +9,799 +262%
BCG
492
Bravias Capital Group
New Jersey
$1.36M +$123K +1,219 +10%
PP
493
Prosperity Planning
Missouri
$1.32M -$1.49M
IWN
494
Independent Wealth Network
Iowa
$1.32M -$19.2K -191 -1%
PIA
495
Perennial Investment Advisors
California
$1.32M +$427K +4,246 +48%
PWM
496
Partners Wealth Management
California
$1.31M -$384K -3,819 -23%
VFA
497
Values First Advisors
Tennessee
$1.28M +$1.31K +13 +0.1%
SA
498
Sincerus Advisory
New York
$1.26M +$8.46K +84 +0.7%
CLOS
499
Compagnie Lombard Odier SCmA
Switzerland
$1.24M -$364K -3,612 -23%
VCM
500
Vision Capital Management
Oregon
$1.23M -$151K -1,504 -11%