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iShares 0-3 Month Treasury Bond ETF

1,210 hedge funds and large institutions have $22.2B invested in iShares 0-3 Month Treasury Bond ETF in 2026 Q1 according to their latest regulatory filings, with 199 funds opening new positions, 566 increasing their positions, 372 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,142% more call options, than puts

Call options by funds: $9.48M | Put options by funds: $423K

176% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 72

52% more repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 372

25% more capital invested

Capital invested by funds: $17.9B → $22.2B (+$4.39B)

21% more funds holding in top 10

Funds holding in top 10: 179216 (+37)

10% more funds holding

Funds holding: 1,0971,210 (+113)

0.55% more ownership

Funds ownership: 26.42%26.97% (+0.55%)

Holders
1,210
Holders Change
+113
Holders Change %
+10.3%
% of All Funds
14.91%
Holding in Top 10
216
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+20.67%
% of All Funds
2.66%
New
199
Increased
566
Reduced
372
Closed
72
Calls
$9.48M
Puts
$423K
Net Calls
+$9.06M
Net Calls Change
-$9.28M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
101
Advisory Services Network
Georgia
$50.6M +$3.69M +36,700 +8%
LAM
102
L2 Asset Management
Massachusetts
$49.9M +$25.2M +250,235 +102%
LWA
103
Legacy Wealth Advisors
Florida
$47M +$26.6M +264,851 +131%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$47M +$36.5M +363,181 +350%
SI
105
Stephens Inc
Arkansas
$46.3M +$22.1M +219,472 +91%
PCM
106
Punch Card Management
Florida
$46.3M -$10.7M -106,000 -19%
EH
107
Equitable Holdings
New York
$46.2M +$36.1M +358,947 +359%
CA
108
Cambridge Associates
Massachusetts
$44.6M -$12.2M -120,877 -21%
SAM
109
Stansberry Asset Management
Texas
$44.5M +$18.2M +181,386 +70%
DWM
110
Dakota Wealth Management
Florida
$44.4M +$44.3M +440,907 New
PCP
111
Proficio Capital Partners
Massachusetts
$44.4M +$44.3M +440,781 New
DFG
112
Dynamic Financial Group
Iowa
$43.9M -$263K -2,618 -0.6%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$43.9M +$2.93M +29,101 +7%
OPCM
114
Osborne Partners Capital Management
California
$43.7M +$23.9M +237,330 +120%
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$43.3M +$4.17M +41,525 +11%
ZIG
116
Zurich Insurance Group
Switzerland
$42M -$25.7M -255,646 -38%
LRIA
117
Leonard Rickey Investment Advisors
Washington
$41.8M +$26.2M +260,878 +169%
PWM
118
Perigon Wealth Management
California
$40.8M +$6.17M +61,354 +18%
RA
119
RFG Advisory
Alabama
$40.3M +$7.71M +76,712 +24%
AC
120
Arjuna Capital
North Carolina
$40.2M -$7.6M -75,619 -16%
RAG
121
RIA Advisory Group
Iowa
$40.2M +$39.1M +388,749 +3,740%
SC
122
Savant Capital
Illinois
$40.1M +$9.38M +93,345 +31%
SA
123
Sanctuary Advisors
Indiana
$39.4M +$4.69M +46,652 +14%
IFA
124
Index Fund Advisors
California
$39.2M +$865K +8,608 +2%
SAM
125
Synergy Asset Management
Washington
$38.9M -$3.28M -32,619 -8%