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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
PIA
501
Perennial Investment Advisors
California
$1.81M
CSC
502
Caldwell Sutter Capital
California
$1.8M
AWP
503
Axis Wealth Partners
Rhode Island
$1.76M
UB
504
UMB Bank
Missouri
$1.76M
PA
505
Procyon Advisors
Connecticut
$1.76M
MSWM
506
Mader & Shannon Wealth Management
Missouri
$1.74M
EWM
507
Evolution Wealth Management
Florida
$1.72M
IWN
508
Independent Wealth Network
Iowa
$1.7M
PWM
509
Prosperity Wealth Management
California
$1.69M
SMA
510
Seven Mile Advisory
New Jersey
$1.69M
PL
511
Plancorp LLC
Missouri
$1.69M
UAG
512
United Advisor Group
Ohio
$1.68M
SIC
513
Salem Investment Counselors
North Carolina
$1.67M
EA
514
Emerald Advisors
Washington
$1.67M
PLC
515
Peapod Lane Capital
New York
$1.67M
CCM
516
Compass Capital Management
Minnesota
$1.67M
GWP
517
Gateway Wealth Partners
Wisconsin
$1.66M
BCG
518
Bravias Capital Group
New Jersey
$1.65M
CFS
519
Commonwealth Financial Services
West Virginia
$1.64M
AWM
520
Angeles Wealth Management
California
$1.63M
DF
521
DecisionPoint Financial
Arizona
$1.62M
AWA
522
Alta Wealth Advisors
Massachusetts
$1.61M
ACM
523
Alpha Capital Management
Texas
$1.6M
XPN
524
XY Planning Network
Montana
$1.6M
FA
525
Fiduciary Alliance
South Carolina
$1.6M