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iShares 0-3 Month Treasury Bond ETF

905 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, 390 increasing their positions, 329 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
+54
Holders Change %
+6.35%
% of All Funds
12.13%
Holding in Top 10
145
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.94%
New
130
Increased
390
Reduced
329
Closed
64
Calls
$383K
Puts
Net Calls
+$383K
Net Calls Change
+$388K
Name Holding Trade Value Shares
Change
Shares
Change %
FCH
751
Freestone Capital Holdings
Washington
$329K -$3.63K -36 -1%
WANY
752
Wealthspire Advisors (New York)
New York
$329K +$72.5K +720 +28%
TRCT
753
Tower Research Capital (TRC)
New York
$322K -$2.55M -25,290 -89%
BFC
754
Bedel Financial Consulting
Indiana
$322K +$322K +3,195 New
UIA
755
Ulland Investment Advisors
Minnesota
$313K +$298K +2,960 +1,947%
OLVIG
756
Oliver Lagore Vanvalin Investment Group
Michigan
$309K +$309K +3,071 New
VA
757
Vident Advisory
Georgia
$308K +$79.9K +794 +35%
DJFS
758
Dean Jacobson Financial Services
Texas
$308K +$308K +3,060 New
MWA
759
MN Wealth Advisors
Kansas
$304K -$3.53M -35,011 -92%
WFS
760
Widmann Financial Services
Maryland
$302K +$80.6K +800 +36%
PCM
761
PenderFund Capital Management
British Columbia, Canada
$302K +$302K +3,000 New
MWP
762
Madison Wealth Partners
Wisconsin
$301K +$81.5K +810 +37%
FFM
763
Forum Financial Management
Illinois
$299K +$299K +2,971 New
FIC
764
Family Investment Center
Missouri
$291K -$77.4K -769 -21%
QCM
765
Quantinno Capital Management
New York
$282K -$1.5M -14,914 -84%
SM
766
Sweeney & Michel
California
$279K -$29.1K -289 -9%
1WM
767
1858 Wealth Management
Ohio
$278K -$60.7K -603 -18%
IA
768
Insight Advisors
Pennsylvania
$278K -$3.63K -36 -1%
PA
769
Probity Advisors
Texas
$274K -$514K -5,100 -65%
WWM
770
Western Wealth Management
Colorado
$272K +$272K +2,706 New
SFP
771
Sandbox Financial Partners
Maryland
$271K -$8.12M -80,646 -97%
MFT
772
Moisand Fitzgerald Tamayo
Florida
$267K -$134K -1,327 -33%
CA
773
Continuum Advisory
Idaho
$266K
SA
774
Scarborough Advisors
Maryland
$264K +$264K +2,622 New
SS
775
Sunbelt Securities
Texas
$264K +$14.2K +142 +6%