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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, 381 increasing their positions, 242 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

11% more funds holding in top 10

Funds holding in top 10: 131145 (+14)

1.21% more ownership

Funds ownership: 35.35%36.56% (+1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
851
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
145
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$5K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
526
Retirement Planning Group (Kansas)
Kansas
$1.07M
ECA
527
Elevated Capital Advisors
Utah
$1.07M
CIAS
528
Capital Investment Advisory Services
North Carolina
$1.06M
NEWAS
529
N.E.W. Advisory Services
Wisconsin
$1.05M
GP
530
Geneva Partners
Wisconsin
$1.05M
SBIA
531
Sheaff Brock Investment Advisors
Indiana
$1.05M
W
532
Wealthquest
Ohio
$1.04M
PNC Financial Services Group
533
PNC Financial Services Group
Pennsylvania
$1.02M
PG
534
Prostatis Group
Maryland
$1.01M
FWM
535
Fortress Wealth Management
California
$1.01M
VCP
536
Verus Capital Partners
Arizona
$1M
LHWM
537
Lake Hills Wealth Management
Texas
$969K
PTC
538
Private Trust Company
Ohio
$966K
PA
539
Parallel Advisors
California
$944K
RFN
540
RDA Financial Network
Iowa
$934K
AA
541
Advisory Alpha
Michigan
$921K
CFG
542
Cosner Financial Group
Colorado
$918K
NL
543
NWAM LLC
Washington
$913K
WCWM
544
Wooster Corthell Wealth Management
Connecticut
$909K
OP
545
ORG Partners
Indiana
$903K
OWMIAS
546
One Wealth Management Investment & Advisory Services
Florida
$900K
YIA
547
YHB Investment Advisors
Connecticut
$876K
BSTWA
548
Blake Schutter Theil Wealth Advisors
Ohio
$871K
IA
549
IFG Advisors
Missouri
$861K
VPP
550
Vertex Planning Partners
Illinois
$860K