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iShares 0-3 Month Treasury Bond ETF

915 hedge funds and large institutions have $15.9B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 393 increasing their positions, 330 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
149
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$383K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWWA
651
New Wave Wealth Advisors
Arkansas
$607K
DF
652
DecisionPoint Financial
Arizona
$606K
TSS
653
Two Sigma Securities
New York
$604K
GB
654
Goepper Burkhardt
South Carolina
$602K
OAS
655
Optivise Advisory Services
Tennessee
$601K
OCM
656
Objective Capital Management
Ohio
$593K
TYCC
657
Texas Yale Capital Corp
Florida
$592K
CAL
658
Capital Advisors Ltd
Ohio
$591K
FW
659
FullCircle Wealth
Texas
$589K
WWM
660
Whalen Wealth Management
Nevada
$588K
WCFA
661
Walkner Condon Financial Advisors
Wisconsin
$587K
WWG
662
West Wealth Group
California
$586K
RFA
663
Resurgent Financial Advisors
Georgia
$579K
SMAM
664
Sugar Maple Asset Management
Wisconsin
$577K
EAM
665
Evanson Asset Management
California
$574K
TIP
666
Tandem Investment Partners
New Jersey
$571K
GG
667
Greenwood Gearhart
Arkansas
$569K
CCA
668
Clearwater Capital Advisors
Illinois
$561K
HA
669
Hanover Advisors
South Carolina
$561K
EIA
670
Eldridge Investment Advisors
New Hampshire
$560K
Thrivent Financial for Lutherans
671
Thrivent Financial for Lutherans
Minnesota
$559K
RCM
672
Regency Capital Management
Hawaii
$551K
AWM
673
Accurate Wealth Management
Florida
$548K
BFA
674
Bragg Financial Advisors
North Carolina
$536K
SWTS
675
Stonehaven Wealth & Tax Solutions
Wisconsin
$536K