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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, 380 increasing their positions, 243 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
851
Holders Change
+90
Holders Change %
+11.83%
% of All Funds
11.56%
Holding in Top 10
145
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+10.69%
% of All Funds
1.97%
New
167
Increased
380
Reduced
243
Closed
62
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Shares
Change %
ACP
101
Aveo Capital Partners
Colorado
$31.3M -$24.1M -239,533 -43%
ST
102
Smithfield Trust
Pennsylvania
$31.3M +$18.2M +180,603 +139%
OCM
103
Orion Capital Management
California
$31M +$4.07M +40,394 +15%
FWM
104
Focused Wealth Management
New York
$30.8M -$4.18M -41,518 -12%
Corient Private Wealth
105
Corient Private Wealth
Florida
$30.4M -$5.71M -56,701 -16%
AIP
106
Almanack Investment Partners
Pennsylvania
$30.4M +$3.14M +31,178 +12%
SPIA
107
Steward Partners Investment Advisory
New York
$29.9M +$8.2M +81,480 +38%
PC
108
Pecaut & Co
Iowa
$28.9M +$2.86M +28,380 +11%
OCG
109
Opus Capital Group
Ohio
$28.9M -$3.05M -30,257 -10%
TPW
110
Talon Private Wealth
Florida
$28.5M -$694K -6,894 -2%
PAG
111
Private Advisor Group
New Jersey
$27.6M +$8.67M +86,115 +46%
Wealthfront Advisers
112
Wealthfront Advisers
California
$27.4M +$11.8M +117,157 +76%
GCM
113
Gibraltar Capital Management
Oklahoma
$26.1M +$26.1M +259,062 New
T. Rowe Price Investment Management
114
T. Rowe Price Investment Management
Maryland
$25.9M +$25.9M +257,597 New
MKA
115
M. Kulyk & Associates
Georgia
$25.3M +$1.55M +15,407 +7%
OL
116
Owen LaRue
Kentucky
$25.3M +$5.31M +52,789 +27%
MOS
117
MGO One Seven
Ohio
$24.6M +$10.8M +107,272 +78%
WAM
118
Worth Asset Management
Texas
$24.5M -$651K -6,463 -3%
PWM
119
Perigon Wealth Management
California
$24.1M +$5.17M +51,352 +27%
KAS
120
Kestra Advisory Services
Texas
$24M +$3.99M +39,596 +20%
AF
121
Allworth Financial
California
$23.8M +$700K +6,953 +3%
WS
122
Wedbush Securities
California
$23.4M +$3.52M +34,963 +18%
3AM
123
3EDGE Asset Management
Florida
$23.3M +$4.94M +49,035 +27%
SC
124
SouthState Corp
Florida
$23.2M +$3.9M +38,723 +20%
TIA
125
Traphagen Investment Advisors
New Jersey
$23M -$2.23M -22,125 -9%