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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 %
LFAS
526
Level Four Advisory Services
Texas
$1.29M +$592K +5,878 +85%
GP
527
Geneva Partners
Wisconsin
$1.28M +$234K +2,328 +22%
CBT
528
Crews Bank & Trust
Florida
$1.28M -$170K -1,690 -12%
IWN
529
Independent Wealth Network
Iowa
$1.27M -$53K -526 -4%
VFA
530
Values First Advisors
Tennessee
$1.26M -$20.9K -208 -2%
BMM
531
Berkshire Money Management
Massachusetts
$1.26M +$868K +8,618 +222%
RFC
532
Regions Financial Corp
Alabama
$1.24M +$995K +9,878 +413%
RCS
533
Retirement Capital Strategies
California
$1.23M -$8.29M -82,348 -87%
CA
534
CoreCap Advisors
Michigan
$1.23M +$138K +1,373 +13%
SAM
535
Secure Asset Management
Michigan
$1.23M +$1.23M +12,184 New
CL
536
Choreo LLC
Illinois
$1.22M +$115K +1,145 +10%
NHC
537
Nicholas Hoffman & Company
Georgia
$1.2M -$697K -6,923 -37%
AWG
538
Altus Wealth Group
Colorado
$1.19M +$415K +4,122 +53%
BCI
539
Blue Capital Inc
Nebraska
$1.19M +$1.19M +11,780 New
Fisher Asset Management
540
Fisher Asset Management
Washington
$1.18M +$782K +7,763 +197%
SL
541
Salomon & Ludwin
Virginia
$1.17M -$257K -2,564 -18%
Kayne Anderson Rudnick Investment Management
542
Kayne Anderson Rudnick Investment Management
California
$1.17M -$441K -4,383 -27%
PTC
543
Private Trust Company
Ohio
$1.15M +$186K +1,843 +19%
PP
544
Prosperity Planning
Missouri
$1.15M -$1.32M
SOS
545
Silver Oak Securities
Tennessee
$1.14M +$30.6K +304 +3%
WC
546
Waterloo Capital
Texas
$1.13M +$384K +3,814 +51%
ATC
547
Argent Trust Co
Tennessee
$1.13M -$61.8K -614 -5%
SWA
548
Serenus Wealth Advisors
California
$1.12M +$5.44K +54 +0.5%
FAB
549
First American Bank
Illinois
$1.12M +$310K +3,080 +38%
CI
550
CPR Investments
Michigan
$1.12M -$676K -6,714 -38%