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iShares 0-3 Month Treasury Bond ETF

974 hedge funds and large institutions have $16.7B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 154 funds opening new positions, 422 increasing their positions, 332 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $15.9B → $16.7B (+$828M)

4% more funds holding in top 10

Funds holding in top 10: 149155 (+6)

5.07% less ownership

Funds ownership: 34.19%29.12% (-5.1%)

Holders
974
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
155
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.1M
Puts
$987K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAG
601
Fortitude Advisory Group
Washington
$1.06M
BMM
602
Berkshire Money Management
Massachusetts
$1.06M
GIM
603
Goelzer Investment Management
Indiana
$1.06M
LK
604
Lumbard & Kellner
New Hampshire
$1.05M
SOS
605
Silver Oak Securities
Tennessee
$1.04M
NWWA
606
New Wave Wealth Advisors
Arkansas
$1.04M
WAOI
607
Wealth Advisors of Iowa
Iowa
$1.02M
BEI
608
Benjamin Edwards Inc
Missouri
$992K
NL
609
NWAM LLC
Washington
$991K
WIM
610
Waycross Investment Management
Washington
$984K
BSTWA
611
Blake Schutter Theil Wealth Advisors
Ohio
$969K
CLOS
612
Compagnie Lombard Odier SCmA
Switzerland
$952K
OCM
613
One Capital Management
California
$948K
ECA
614
Elevated Capital Advisors
Utah
$941K
CAM
615
Costello Asset Management
Pennsylvania
$935K
SIM
616
SSI Investment Management
California
$931K
DA
617
Denali Advisors
California
$929K
WANY
618
Wealthspire Advisors (New York)
New York
$927K
IA
619
IFG Advisory
Georgia
$925K
AA
620
Advisory Alpha
Michigan
$924K
OP
621
ORG Partners
Indiana
$922K
SL
622
Salomon & Ludwin
Virginia
$918K
ACP
623
Argyle Capital Partners
California
$913K
CF
624
Clarity Financial
Texas
$911K
CFG
625
Cosner Financial Group
Colorado
$900K