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iShares 0-3 Month Treasury Bond ETF

916 hedge funds and large institutions have $15.9B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 394 increasing their positions, 331 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
916
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
149
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$383K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
751
Sax Wealth Advisors
New Jersey
$334K
PFA
752
Petra Financial Advisors
Colorado
$334K
IFWM
753
Institute for Wealth Management
Colorado
$333K
WP
754
WealthPLAN Partners
Nebraska
$332K
EM
755
ELCO Management
New York
$332K
CCC
756
Cable Car Capital
California
$331K
CFO
757
Capitol Family Office
Oregon
$331K
RF
758
RHS Financial
California
$331K
AIM
759
Advyzon Investment Management
Illinois
$330K
FCH
760
Freestone Capital Holdings
Washington
$329K
WANY
761
Wealthspire Advisors (New York)
New York
$329K
TRCT
762
Tower Research Capital (TRC)
New York
$322K
BFC
763
Bedel Financial Consulting
Indiana
$322K
UIA
764
Ulland Investment Advisors
Minnesota
$313K
OLVIG
765
Oliver Lagore Vanvalin Investment Group
Michigan
$309K
VA
766
Vident Advisory
Georgia
$308K
DJFS
767
Dean Jacobson Financial Services
Texas
$308K
MWA
768
MN Wealth Advisors
Kansas
$304K
WFS
769
Widmann Financial Services
Maryland
$302K
PCM
770
PenderFund Capital Management
British Columbia, Canada
$302K
MWP
771
Madison Wealth Partners
Wisconsin
$301K
FFM
772
Forum Financial Management
Illinois
$299K
FIC
773
Family Investment Center
Missouri
$291K
QCM
774
Quantinno Capital Management
New York
$282K
SM
775
Sweeney & Michel
California
$279K