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iShares 0-3 Month Treasury Bond ETF

903 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, 388 increasing their positions, 329 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+52
Holders Change %
+6.11%
% of All Funds
12.11%
Holding in Top 10
145
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.94%
New
130
Increased
388
Reduced
329
Closed
64
Calls
$383K
Puts
Net Calls
+$383K
Net Calls Change
+$388K
Name Holding Trade Value Shares
Change
Shares
Change %
LHWM
926
Lake Hills Wealth Management
Texas
-$969K -9,630 Closed
VPP
927
Vertex Planning Partners
Illinois
-$860K -8,545 Closed
QHA
928
Quarry Hill Advisors
Minnesota
-$844K -8,380 Closed
ACP
929
Arcus Capital Partners
Georgia
-$843K -8,370 Closed
PAS
930
PKS Advisory Services
New York
-$826K -8,201 Closed
Tudor Investment Corp
931
Tudor Investment Corp
Connecticut
-$727K -7,221 Closed
WIM
932
Wittenberg Investment Management
Massachusetts
-$654K -6,500 Closed
UFM
933
Ursa Fund Management
California
-$604K -6,000 Closed
WA
934
Wealth Architects
California
-$592K -5,883 Closed
Vontobel Holding
935
Vontobel Holding
Switzerland
-$553K -5,497 Closed
FA
936
Fermata Advisors
California
-$540K -5,362 Closed
NPAN
937
Northeast Planning Associates NH
New Hampshire
-$523K -5,200 Closed
Northern Trust
938
Northern Trust
Illinois
-$502K -4,986 Closed
NWM
939
Napa Wealth Management
California
-$501K -4,973 Closed
WFAG
940
Wescott Financial Advisory Group
Pennsylvania
-$455K -4,515 Closed
EAMA
941
EFG Asset Management (Americas)
Florida
-$405K -4,020 Closed
CGA
942
Compound Global Advisors
Washington
-$400K -3,977 Closed
AL
943
Aspiriant LLC
California
-$395K -3,928 Closed
HW
944
Hedeker Wealth
Illinois
-$372K -3,694 Closed
SAM
945
Sectoral Asset Management
Quebec, Canada
-$361K -3,589 Closed
VF
946
Vestment Financial
Minnesota
-$358K -3,565 Closed
CPA
947
Cardiff Park Advisors
California
-$358K -3,555 Closed
MPM
948
Meritage Portfolio Management
Kansas
-$340K -3,379 Closed
AWAU
949
Alliance Wealth Advisors (Utah)
Utah
-$338K -3,360 Closed
FCI
950
Financial Counselors Inc
Kansas
-$305K -3,025 Closed