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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, 381 increasing their positions, 242 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

11% more funds holding in top 10

Funds holding in top 10: 131145 (+14)

1.21% more ownership

Funds ownership: 35.35%36.56% (+1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
851
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
145
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$5K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
51
Advisors Capital Management
New Jersey
$65.4M
CG
52
Cynosure Group
Utah
$62.5M
LJCM
53
Lee Johnson Capital Management
Texas
$60.6M
TW
54
Transform Wealth
Colorado
$60.6M
BFG
55
Bleakley Financial Group
New Jersey
$59.4M
AWF
56
Alpha Wealth Funds
Utah
$59.3M
PCM
57
Punch Card Management
Florida
$58.5M
ODIJL
58
One Day In July LLC
Vermont
$57.3M
BlackRock
59
BlackRock
New York
$56.5M
DFG
60
Dynamic Financial Group
Iowa
$56.4M
RCA
61
Resonant Capital Advisors
Wisconsin
$55.4M
FFA
62
Farther Finance Advisors
California
$54.8M
MA
63
MONECO Advisors
Connecticut
$54.1M
Neuberger Berman Group
64
Neuberger Berman Group
New York
$53.9M
ACM
65
Aspen Capital Management
Idaho
$53.7M
AWM
66
Axxcess Wealth Management
California
$52.6M
IA
67
Integrity Alliance
Iowa
$51.3M
WFA
68
Wellspring Financial Advisors
Ohio
$50.7M
RCM
69
Ridgepath Capital Management
Tennessee
$50.6M
AC
70
Arjuna Capital
North Carolina
$48.9M
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$47.4M
RAS
72
RPS Advisory Solutions
Kentucky
$47.3M
SCM
73
Sollinda Capital Management
Florida
$47M
Creative Planning
74
Creative Planning
Kansas
$46.7M
SWA
75
Stratos Wealth Advisors
Ohio
$46.4M