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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
DFG
1001
Demars Financial Group
Washington
PS
1002
Portfolio Strategies
New York
GP
1003
Greenline Partners
New York
DE
1004
Diversified Enterprises
Delaware
LC
1005
Landaas & Company
Wisconsin
TCWM
1006
Total Clarity Wealth Management
Illinois
AWM
1007
Able Wealth Management
New Jersey
SWA
1008
Sax Wealth Advisors
New Jersey
WP
1009
WealthPLAN Partners
Nebraska
PCM
1010
PenderFund Capital Management
British Columbia, Canada
FFM
1011
Forum Financial Management
Illinois
IA
1012
Insight Advisors
Pennsylvania
1WM
1013
1858 Wealth Management
Ohio
PA
1014
Probity Advisors
Texas
WWM
1015
Western Wealth Management
Colorado
CA
1016
Continuum Advisory
Idaho
OC
1017
Oarsman Capital
Wisconsin
AG
1018
AlTi Global
New York
RWM
1019
Rockwood Wealth Management
Pennsylvania
CPRC
1020
Consolidated Portfolio Review Corp
New York
HIS
1021
Harvest Investment Services
Illinois
IDA
1022
Intelligence Driven Advisers
California
BCM
1023
Buckhead Capital Management
Georgia
LMKC
1024
L.M. Kohn & Company
Ohio
QWM
1025
Quadcap Wealth Management
Texas