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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
CFC
701
Coyle Financial Counsel
Illinois
$579K
EFS
702
Essex Financial Services
Connecticut
$578K
SMAM
703
Sugar Maple Asset Management
Wisconsin
$578K
LWL
704
Leo Wealth LLC
Texas
$570K
SWTS
705
Stonehaven Wealth & Tax Solutions
Wisconsin
$569K
CPIG
706
Chicago Partners Investment Group
Illinois
$567K
TSS
707
Two Sigma Securities
New York
$565K
SAIG
708
Semper Augustus Investments Group
Colorado
$560K
HA
709
Hanover Advisors
South Carolina
$556K
AWM
710
Accurate Wealth Management
Florida
$548K
WWG
711
West Wealth Group
California
$548K
ATPW
712
Ashton Thomas Private Wealth
Arizona
$547K
NFG
713
Nations Financial Group
Iowa
$546K
SA
714
SPG Advisors
Washington
$545K
AW
715
Alaethes Wealth
Nevada
$544K
AC
716
AlphaCore Capital
California
$543K
CAL
717
Capital Advisors Ltd
Ohio
$541K
GIA
718
Gladstone Institutional Advisory
Florida
$534K
CAG
719
Csenge Advisory Group
Florida
$534K
RCM
720
Regency Capital Management
Hawaii
$533K
PA
721
Perennial Advisors
New York
$533K
SCM
722
Shelton Capital Management
Colorado
$528K
CCA
723
Clearwater Capital Advisors
Illinois
$514K
SJL
724
Shayne & Jacobs LLC
Tennessee
$514K
EIA
725
Eldridge Investment Advisors
New Hampshire
$511K