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iShares 0-3 Month Treasury Bond ETF

974 hedge funds and large institutions have $16.7B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 154 funds opening new positions, 422 increasing their positions, 332 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $15.9B → $16.7B (+$828M)

4% more funds holding in top 10

Funds holding in top 10: 149155 (+6)

5.07% less ownership

Funds ownership: 34.19%29.12% (-5.1%)

Holders
974
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
155
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.1M
Puts
$987K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAA
776
American Alpha Advisors
New York
$365K
PP
777
Pacifica Partners
Canada
$361K
FCH
778
Freestone Capital Holdings
Washington
$359K
AWM
779
Apollon Wealth Management
South Carolina
$359K
JWM
780
Jessup Wealth Management
Ohio
$358K
DCM
781
Donaldson Capital Management
Indiana
$356K
HR
782
Howe & Rusling
New York
$355K
LWA
783
Ledgewood Wealth Advisors
New Hampshire
$351K
NEWAS
784
N.E.W. Advisory Services
Wisconsin
$350K
SFWA
785
Summit Financial Wealth Advisors
Louisiana
$349K
RIA
786
Retirement Investment Advisors
Oklahoma
$348K
FIC
787
Family Investment Center
Missouri
$348K
LA
788
LVW Advisors
New York
$343K
BFA
789
Beacon Financial Advisory
Ohio
$341K
AC
790
Addison Capital
Pennsylvania
$339K
CCC
791
Cable Car Capital
California
$335K
ML
792
Mayport LLC
Massachusetts
$335K
CA
793
Cannon Advisors
North Carolina
$333K
VA
794
Vident Advisory
Georgia
$333K
CFO
795
Capitol Family Office
Oregon
$331K
EM
796
ELCO Management
New York
$322K
TNBTD
797
Trustmark National Bank Trust Department
Mississippi
$322K
BFAG
798
Blackston Financial Advisory Group
Florida
$319K
YL
799
YCG LLC
Texas
$316K
OCM
800
Objective Capital Management
Ohio
$316K