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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 %
EWA
501
EverSource Wealth Advisors
Alabama
$1.59M +$13.3K +132 +0.8%
EMAM
502
Encompass More Asset Management
California
$1.58M -$909K -9,026 -36%
VCP
503
Verus Capital Partners
Arizona
$1.57M +$570K +5,656 +57%
FPAS
504
Focus Partners Advisor Solutions
Missouri
$1.57M -$13.7M -135,843 -90%
AFP
505
Ausdal Financial Partners
Iowa
$1.56M -$54.4K -540 -3%
RAG
506
RIA Advisory Group
Iowa
$1.54M -$4.43K -44 -0.3%
NAS
507
NWF Advisory Services
California
$1.54M +$1.14M +11,299 +282%
LWM
508
Lionshead Wealth Management
New York
$1.54M -$1.18M -11,742 -43%
MAS
509
MPWM Advisory Solutions
Georgia
$1.52M +$1.01M +10,016 +196%
MWP
510
Meredith Wealth Planning
Illinois
$1.51M -$433K -4,299 -22%
EWM
511
Evolution Wealth Management
Florida
$1.49M +$1.49M +14,758 New
ACA
512
Affinity Capital Advisors
California
$1.48M +$1.48M +14,655 New
FM
513
Foster & Motley
Ohio
$1.47M -$1.03M -10,237 -41%
YIA
514
YHB Investment Advisors
Connecticut
$1.47M +$589K +5,850 +67%
RL
515
Retireful LLC
Michigan
$1.46M -$199K -1,980 -12%
WTC
516
WhitTier Trust Company
Nevada
$1.46M -$2.36M -23,403 -62%
AQR Capital Management
517
AQR Capital Management
Connecticut
$1.45M +$1.24M +12,329 +601%
GLA
518
Good Life Advisors
Pennsylvania
$1.45M +$226K +2,245 +19%
Millennium Management
519
Millennium Management
New York
$1.4M -$40.8M -405,353 -97%
TCM
520
Triumph Capital Management
Colorado
$1.38M +$765K +7,595 +123%
AWA
521
Arkadios Wealth Advisors
Georgia
$1.38M +$995K +9,883 +259%
AF
522
Advisornet Financial
Minnesota
$1.36M +$671K +6,663 +98%
EA
523
Emerald Advisors
Washington
$1.33M -$251K -2,490 -16%
SKK
524
Shepherd Kaplan Krochuk
Massachusetts
$1.33M -$440K -4,370 -25%
PWM
525
Partners Wealth Management
California
$1.31M