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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 %
DCM
726
Donaldson Capital Management
Indiana
$366K
NA
727
Note Advisors
New York
$366K
MWM
728
Modern Wealth Management
Kansas
$364K -$201K -1,993 -36%
VT
729
Vise Technologies
New York
$361K +$361K +3,581 New
AA
730
Ancora Advisors
Ohio
$360K +$273K +2,708 +311%
RIA
731
Retirement Investment Advisors
Oklahoma
$352K -$4.83K -48 -1%
HWP
732
Highline Wealth Partners
California
$350K -$24.1K -239 -6%
IA
733
IFP Advisors
Florida
$348K -$79.1K -786 -19%
NCM
734
Northland Capital Management
Minnesota
$344K +$42.3K +420 +14%
TCWM
735
Total Clarity Wealth Management
Illinois
$342K +$342K +3,394 New
LWMI
736
Legacy Wealth Management (Idaho)
Idaho
$341K +$154K +1,530 +82%
LIS
737
Legacy Investment Solutions
Idaho
$341K +$341K +3,386 New
AWM
738
Able Wealth Management
New Jersey
$341K +$90.4K +898 +36%
AC
739
Addison Capital
Pennsylvania
$339K +$19K +189 +6%
ML
740
Mayport LLC
Massachusetts
$335K +$20.1K +200 +6%
SWA
741
Sax Wealth Advisors
New Jersey
$334K -$248K -2,461 -43%
PFA
742
Petra Financial Advisors
Colorado
$334K -$91.9K -913 -22%
IFWM
743
Institute for Wealth Management
Colorado
$333K +$74.1K +736 +29%
WP
744
WealthPLAN Partners
Nebraska
$332K +$72.4K +719 +28%
EM
745
ELCO Management
New York
$332K
CCC
746
Cable Car Capital
California
$331K +$3.42K +34 +1%
CFO
747
Capitol Family Office
Oregon
$331K +$4.23K +42 +1%
RF
748
RHS Financial
California
$331K +$96.9K +962 +41%
AIM
749
Advyzon Investment Management
Illinois
$330K +$40.1K +398 +14%
FCH
750
Freestone Capital Holdings
Washington
$329K -$3.63K -36 -1%