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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 %
RPGK
526
Retirement Planning Group (Kansas)
Kansas
$1.07M +$1.07M +10,591 New
ECA
527
Elevated Capital Advisors
Utah
$1.07M -$320K -3,177 -23%
CIAS
528
Capital Investment Advisory Services
North Carolina
$1.06M +$1.06M +10,527 New
NEWAS
529
N.E.W. Advisory Services
Wisconsin
$1.05M +$135K +1,342 +15%
GP
530
Geneva Partners
Wisconsin
$1.05M +$1.05M +10,396 New
SBIA
531
Sheaff Brock Investment Advisors
Indiana
$1.05M +$648K +6,439 +163%
W
532
Wealthquest
Ohio
$1.04M +$1.04M +10,305 New
PNC Financial Services Group
533
PNC Financial Services Group
Pennsylvania
$1.02M -$1.21K -12 -0.1%
PG
534
Prostatis Group
Maryland
$1.01M -$46.8K -465 -4%
FWM
535
Fortress Wealth Management
California
$1.01M +$1.01M +10,053 New
VCP
536
Verus Capital Partners
Arizona
$1M +$107K +1,060 +12%
LHWM
537
Lake Hills Wealth Management
Texas
$969K +$969K +9,630 New
PTC
538
Private Trust Company
Ohio
$966K +$761K +7,561 +372%
PA
539
Parallel Advisors
California
$944K +$101 +1 +0%
RFN
540
RDA Financial Network
Iowa
$934K -$74.4K -739 -7%
AA
541
Advisory Alpha
Michigan
$921K +$58.4K +580 +7%
CFG
542
Cosner Financial Group
Colorado
$918K -$3.83K -38 -0.4%
NL
543
NWAM LLC
Washington
$913K +$30.4K +302 +3%
WCWM
544
Wooster Corthell Wealth Management
Connecticut
$909K +$268K +2,662 +42%
OP
545
ORG Partners
Indiana
$903K -$5.54M -55,236 -86%
OWMIAS
546
One Wealth Management Investment & Advisory Services
Florida
$900K +$900K +8,944 New
YIA
547
YHB Investment Advisors
Connecticut
$876K +$554K +5,500 +172%
BSTWA
548
Blake Schutter Theil Wealth Advisors
Ohio
$871K +$414K +4,109 +90%
IA
549
IFG Advisors
Missouri
$861K -$116K -1,151 -12%
VPP
550
Vertex Planning Partners
Illinois
$860K -$282K -2,800 -25%