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iShares 0-3 Month Treasury Bond ETF

904 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, 389 increasing their positions, 329 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
904
Holders Change
+53
Holders Change %
+6.23%
% of All Funds
12.12%
Holding in Top 10
145
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.94%
New
130
Increased
389
Reduced
329
Closed
64
Calls
$383K
Puts
Net Calls
+$383K
Net Calls Change
+$388K
Name Holding Trade Value Shares
Change
Shares
Change %
TPA
701
Trivium Point Advisory
Connecticut
$438K +$438K +4,347 New
SA
702
SPG Advisors
Washington
$438K +$438K +4,346 New
AWM
703
Avior Wealth Management
Nebraska
$426K +$86.8K +862 +26%
OAJ
704
Ogorek Anthony Joseph
New York
$424K -$17.2K -171 -4%
LC
705
Landaas & Company
Wisconsin
$419K +$90.2K +896 +27%
TCFP
706
Treasure Coast Financial Planning
Florida
$417K
LWM
707
Luminvest Wealth Management
Arizona
$414K +$54.4K +540 +15%
PCS
708
Private Client Services
Kentucky
$411K +$411K +4,078 New
NP
709
Nilsine Partners
Colorado
$409K +$409K +4,066 New
Koshinski Asset Management
710
Koshinski Asset Management
Illinois
$409K +$185K +1,839 +83%
WP
711
Westmount Partners
California
$404K +$404K +4,008 New
JWM
712
Jessup Wealth Management
Ohio
$402K -$2.52K -25 -0.6%
NCM
713
New Capital Management
Texas
$401K -$83.7K -831 -17%
AWS
714
Arkfeld Wealth Strategies
Nebraska
$399K +$4.12K +41 +1%
BIG
715
Brookwood Investment Group
Arizona
$399K -$64K -636 -14%
CA
716
Cannon Advisors
North Carolina
$395K -$503 -5 -0.1%
GIM
717
Guild Investment Management
California
$393K
WCG
718
Weaver Consulting Group
California
$391K +$10.3K +102 +3%
TCCM
719
Timber Creek Capital Management
Massachusetts
$388K +$36.2K +360 +10%
NI
720
NDVR Inc
Massachusetts
$383K +$383K +3,801 New
MSFS
721
Main Street Financial Solutions
Pennsylvania
$383K
ERIC
722
Eagle Rock Investment Company
Georgia
$378K -$101K -1,000 -21%
IA
723
Inspire Advisors
Idaho
$377K +$377K +3,744 New
SWM
724
SeaCrest Wealth Management
New York
$373K +$68.1K +676 +22%
NFG
725
Nations Financial Group
Iowa
$372K +$372K +3,692 New