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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 %
RPGK
601
Retirement Planning Group (Kansas)
Kansas
$838K -$229K -2,271 -21%
PPH
602
Pure Portfolios Holdings
Oregon
$837K +$7.35K +73 +0.9%
SAIG
603
Semper Augustus Investments Group
Colorado
$818K -$249K -2,472 -23%
MWA
604
Mills Wealth Advisors
Texas
$818K -$1.15M -11,452 -59%
RFN
605
RDA Financial Network
Iowa
$817K -$118K -1,170 -13%
AFG
606
Atomi Financial Group
New York
$815K -$7.15K -71 -0.9%
SIP
607
Sellwood Investment Partners
Oregon
$804K +$8.26K +82 +1%
CSC
608
Caldwell Sutter Capital
California
$803K +$317K +3,150 +65%
RP
609
Riverwater Partners
Wisconsin
$789K +$789K +7,840 New
APA
610
Astoria Portfolio Advisors
New York
$776K +$776K +7,712 New
VWM
611
Venturi Wealth Management
Texas
$775K -$1.81K -18 -0.2%
IA
612
IFG Advisors
Missouri
$764K -$96.9K -962 -11%
BMWM
613
Brown Miller Wealth Management
Virginia
$758K +$92.9K +923 +14%
IF
614
Intrua Financial
Texas
$756K -$938K -9,313 -55%
1WM
615
1900 Wealth Management
Texas
$754K -$1.69M -16,769 -69%
SA
616
Sincerus Advisory
New York
$748K -$516K -5,124 -41%
SEIA
617
Signature Estate & Investment Advisors
California
$739K -$99.5K -988 -12%
BWL
618
Bogart Wealth LLC
Virginia
$735K +$140K +1,394 +24%
W
619
WealthCollab
Washington
$731K -$46.4K -461 -6%
APW
620
Austin Private Wealth
Texas
$724K
BWM
621
BankPlus Wealth Management
Mississippi
$710K +$7.55K +75 +1%
TCM
622
Traub Capital Management
Massachusetts
$710K +$710K +7,050 New
HI
623
Harbour Investments
Wisconsin
$707K +$401K +3,987 +132%
MWM
624
Modera Wealth Management
New Jersey
$702K -$57K -566 -8%
FA
625
Freestate Advisors
Kansas
$702K +$19.4K +193 +3%