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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 %
OPWM
551
Oakwell Private Wealth Management
Texas
$1.11M +$1.11M +11,063 New
Pathstone Holdings
552
Pathstone Holdings
New Jersey
$1.11M -$3.28M -32,609 -75%
FWM
553
Fortress Wealth Management
California
$1.1M +$89.6K +890 +9%
W
554
Wealthquest
Ohio
$1.08M +$46.4K +461 +4%
EMC
555
Everest Management Corp
California
$1.08M +$1.08M +10,750 New
BAM
556
Bayshore Asset Management
Florida
$1.08M -$57K -566 -5%
JIP
557
Jaffetilchin Investment Partners
Florida
$1.08M -$3.12K -31 -0.3%
FAG
558
Fortitude Advisory Group
Washington
$1.08M +$9.06K +90 +0.8%
VBFG
559
Vishria Bird Financial Group
Tennessee
$1.08M -$90.1K -895 -8%
PNC Financial Services Group
560
PNC Financial Services Group
Pennsylvania
$1.07M +$53.9K +535 +5%
ECA
561
Elevated Capital Advisors
Utah
$1.07M
BSSFA
562
Baron Silver Stevens Financial Advisors
Florida
$1.05M +$543K +5,397 +107%
LK
563
Lumbard & Kellner
New Hampshire
$1.05M -$168K -1,671 -14%
IWM
564
IHT Wealth Management
Illinois
$1.04M +$1.04M +10,287 New
EFS
565
Essex Financial Services
Connecticut
$1.03M +$178K +1,764 +21%
TPW
566
Turn8 Private Wealth
$1.03M +$1.03M +10,237 New
SAI
567
Savvy Advisors Inc
New York
$1.03M +$379K +3,764 +59%
GS
568
GWN Securities
Florida
$1.02M -$2.75M -27,298 -73%
PA
569
Parallel Advisors
California
$1.02M +$71.5K +710 +8%
GAA
570
Global Assets Advisory
Florida
$1.02M +$525K +5,230 +107%
NMG
571
New Millennium Group
Utah
$1.01M +$592K +5,876 +142%
CPL
572
CAP Partners LLC
Tennessee
$999K +$382K +3,794 +62%
1CP
573
17 Capital Partners
Arizona
$984K +$209K +2,078 +27%
CA
574
Calton & Associates
Florida
$969K +$394K +3,909 +68%
NL
575
NWAM LLC
Washington
$966K +$52.1K +517 +6%