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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 %
TCM
601
Triumph Capital Management
Colorado
$619K -$119K -1,180 -16%
CPL
602
CAP Partners LLC
Tennessee
$617K +$617K +6,132 New
GB
603
Goepper Burkhardt
South Carolina
$614K +$614K +6,101 New
OAS
604
Optivise Advisory Services
Tennessee
$607K +$24.3K +241 +4%
CCA
605
Clearwater Capital Advisors
Illinois
$607K -$64.3K -639 -10%
UFM
606
Ursa Fund Management
California
$604K +$604K +6,000 New
DF
607
DecisionPoint Financial
Arizona
$602K
BWL
608
Bogart Wealth LLC
Virginia
$594K +$75.3K +748 +15%
WA
609
Wealth Architects
California
$592K
FW
610
FullCircle Wealth
Texas
$590K -$50.3K -500 -8%
WWM
611
Whalen Wealth Management
Nevada
$589K +$320K +3,182 +119%
AWM
612
Accurate Wealth Management
Florida
$586K -$7.44M -73,992 -93%
DAS
613
Dynamic Advisor Solutions
Arizona
$583K +$84.8K +842 +17%
SWA
614
Sax Wealth Advisors
New Jersey
$582K -$5.54K -55 -0.9%
CA
615
Calton & Associates
Florida
$575K +$575K +5,714 New
PIA
616
Pinion Investment Advisors
Kansas
$570K +$570K +5,664 New
GG
617
Greenwood Gearhart
Arkansas
$569K +$19.1K +190 +3%
MWM
618
Modern Wealth Management
Kansas
$565K +$565K +5,610 New
HA
619
Hanover Advisors
South Carolina
$556K +$211K +2,093 +61%
Vontobel Holding
620
Vontobel Holding
Switzerland
$553K -$453K -4,503 -45%
FA
621
Fermata Advisors
California
$540K -$82K -815 -13%
GIA
622
Gladstone Institutional Advisory
Florida
$539K -$52.3K -519 -9%
SRC
623
Shufro Rose & Co
New York
$536K +$536K +5,326 New
NPAN
624
Northeast Planning Associates NH
New Hampshire
$523K
PCIA
625
Prime Capital Investment Advisors
Kansas
$518K +$258K +2,566 +99%