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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
SA
801
Sovran Advisors
California
$313K
ALWM
802
Andrews Lucia Wealth Management
California
$312K
MWP
803
Madison Wealth Partners
Wisconsin
$312K
LKBC
804
L.K. Benson & Company
Maryland
$310K
JCM
805
Jacobi Capital Management
Pennsylvania
$308K
MWA
806
MN Wealth Advisors
Kansas
$307K
CPA
807
Cardiff Park Advisors
California
$305K
WFS
808
Widmann Financial Services
Maryland
$302K
NCM
809
Narwhal Capital Management
Georgia
$301K
YWM
810
Yukon Wealth Management
Kansas
$301K
WI
811
Westbourne Investments
Virginia
$292K
AO
812
Advisor OS
Illinois
$291K
BFC
813
Bedel Financial Consulting
Indiana
$289K
FFC
814
Frederick Financial Consultants
Maryland
$288K
NHC
815
Nicholas Hoffman & Company
Georgia
$288K
GCM
816
Gables Capital Management
Florida
$287K
SWM
817
SeaCrest Wealth Management
New York
$287K
SWM
818
SilverOak Wealth Management
Minnesota
$285K
SM
819
Sweeney & Michel
California
$284K
MCWS
820
McKinley Carter Wealth Services
West Virginia
$284K
AM
821
AGF Management
Ontario, Canada
$283K
MCM
822
Morton Capital Management
California
$279K
DG
823
DMC Group
Alabama
$278K
FHC
824
First Heartland Consultants
Missouri
$275K
BCM
825
Becker Capital Management
Oregon
$272K