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iShares 0-3 Month Treasury Bond ETF

912 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, 391 increasing their positions, 330 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
147
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

Top Buyers

1 +$605M
2 +$225M
3 +$212M
4
Cerity Partners
Cerity Partners
New York
+$131M
5
LPL Financial
LPL Financial
California
+$127M
Name Holding Trade Value Shares
Change
Change in
Stake
EFA
76
Efficient Frontier Advisors
Connecticut
$42.1M
MML Investors Services
77
MML Investors Services
Massachusetts
$41.3M
EWA
78
Exencial Wealth Advisors
Oklahoma
$41.1M
VWM
79
Vigilare Wealth Management
Arizona
$41M
Corient Private Wealth
80
Corient Private Wealth
Florida
$40.9M
BAM
81
Belpointe Asset Management
Nevada
$39.8M
Mariner
82
Mariner
Kansas
$39.7M
ST
83
Smithfield Trust
Pennsylvania
$39.5M
MFIM
84
Mesirow Financial Investment Management
Illinois
$39.5M
Neuberger Berman Group
85
Neuberger Berman Group
New York
$39.4M
FWSM
86
First Wilshire Securities Management
California
$38.3M
RA
87
RFG Advisory
Alabama
$37.7M
DT
88
Diversified Trust
Tennessee
$36.9M
BCM
89
Brookstone Capital Management
Illinois
$35.9M
CCM
90
Coldstream Capital Management
Washington
$35.8M
Truist Financial
91
Truist Financial
North Carolina
$34.4M
TIM
92
Tortoise Investment Management
New York
$33.3M
SPIA
93
Steward Partners Investment Advisory
New York
$33.3M
OCM
94
Orion Capital Management
California
$33.3M
FSC
95
Full Sail Capital
Oklahoma
$33M
DRP
96
Decker Retirement Planning
Utah
$32.2M
UCFA
97
United Capital Financial Advisors
Texas
$32M
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$31.6M
AFG
99
Altiora Financial Group
Ohio
$31.4M
PAG
100
Private Advisor Group
New Jersey
$30.1M