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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 %
SIM
576
SSI Investment Management
California
$942K +$279K +2,768 +42%
NIA
577
NBZ Investment Advisors
Tennessee
$940K +$195K +1,941 +26%
NEWAS
578
N.E.W. Advisory Services
Wisconsin
$938K -$116K -1,152 -11%
AA
579
Advisory Alpha
Michigan
$915K -$5.54K -55 -0.6%
ZIC
580
ZWJ Investment Counsel
Georgia
$914K +$579K +5,753 +173%
IA
581
IFG Advisory
Georgia
$913K +$509K +5,059 +126%
DA
582
Denali Advisors
California
$909K -$281K -2,792 -24%
ODA
583
One Degree Advisors
California
$908K -$176K -1,746 -16%
CFG
584
Cosner Financial Group
Colorado
$901K -$17.4K -173 -2%
OP
585
ORG Partners
Indiana
$894K -$9.04K -90 -1%
RIG
586
RiverFront Investment Group
Virginia
$890K +$890K +8,842 New
FFA
587
Florida Financial Advisors
Florida
$890K +$890K +8,834 New
Luther King Capital Management (LKCM)
588
Luther King Capital Management (LKCM)
Texas
$886K
PG
589
Prostatis Group
Maryland
$883K -$130K -1,292 -13%
GIM
590
Goelzer Investment Management
Indiana
$880K -$1.18M -11,689 -57%
RIL
591
Rothschild Investment LLC
Illinois
$877K -$1.04M -10,295 -54%
BSTWA
592
Blake Schutter Theil Wealth Advisors
Ohio
$871K
Bank Julius Baer & Co
593
Bank Julius Baer & Co
Switzerland
$866K -$983K -9,760 -53%
KWA
594
Kingswood Wealth Advisors
California
$861K -$1.83M -18,199 -68%
PFA
595
Pathway Financial Advisors
Vermont
$857K +$65.4K +650 +8%
CFS
596
Commonwealth Financial Services
West Virginia
$852K -$1.02M -10,096 -54%
TC
597
TownSquare Capital
Utah
$844K -$8.57M -85,118 -91%
PIM
598
Provident Investment Management
Michigan
$844K -$294K -2,920 -26%
WCM Investment Management
599
WCM Investment Management
California
$843K +$40.3K +400 +5%
DF
600
Dunhill Financial
United Kingdom
$842K +$394K +3,910 +88%