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iShares 0-3 Month Treasury Bond ETF

851 hedge funds and large institutions have $14.2B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 381 increasing their positions, 242 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

11% more funds holding in top 10

Funds holding in top 10: 131145 (+14)

1.21% more ownership

Funds ownership: 35.35%36.56% (+1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
851
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
145
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$5K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
76
Flagship Harbor Advisors
Massachusetts
$46M
WA
77
Waverly Advisors
Alabama
$45.2M
CI
78
CX Institutional
Indiana
$44.5M
SAM
79
Synergy Asset Management
Washington
$43.4M
EWA
80
Exencial Wealth Advisors
Oklahoma
$43.2M
UBS AM
81
UBS AM
Illinois
$42.7M
FWSM
82
First Wilshire Securities Management
California
$42.5M
Millennium Management
83
Millennium Management
New York
$42.2M
EFA
84
Efficient Frontier Advisors
Connecticut
$41M
SC
85
Slow Capital
California
$39.1M
Mariner
86
Mariner
Kansas
$39.1M
RA
87
RFG Advisory
Alabama
$38.2M
HighTower Advisors
88
HighTower Advisors
Illinois
$36.5M
CCM
89
Coldstream Capital Management
Washington
$36.1M
SWM
90
Selective Wealth Management
Virginia
$35.9M
MML Investors Services
91
MML Investors Services
Massachusetts
$34.4M
Bank of New York Mellon
92
Bank of New York Mellon
New York
$34.4M
BCM
93
Brookstone Capital Management
Illinois
$34.2M
VIA
94
Vickerman Investment Advisors
Washington
$33.5M
UCFA
95
United Capital Financial Advisors
Texas
$33M
BFA
96
Beaumont Financial Advisors
Massachusetts
$32.7M
TIM
97
Tortoise Investment Management
New York
$32.4M
SAM
98
Stansberry Asset Management
Texas
$32.4M
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$32.3M
FSC
100
Full Sail Capital
Oklahoma
$31.3M