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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
OAM
101
Oppenheimer Asset Management
New York
$29.5M
WFA
102
Wellspring Financial Advisors
Ohio
$29M
3AM
103
3EDGE Asset Management
Florida
$28.5M
KAS
104
Kestra Advisory Services
Texas
$28.3M
OCG
105
Opus Capital Group
Ohio
$28.3M
Bank of New York Mellon
106
Bank of New York Mellon
New York
$28.2M
PWM
107
Perigon Wealth Management
California
$28.2M
PC
108
Pecaut & Co
Iowa
$28M
SC
109
Scotia Capital
Ontario, Canada
$27.8M
WS
110
Wedbush Securities
California
$27.6M
VIA
111
Vickerman Investment Advisors
Washington
$26.7M
AIP
112
Almanack Investment Partners
Pennsylvania
$26.6M
ASN
113
Advisory Services Network
Georgia
$26.5M
PCIG
114
Partners Capital Investment Group
Massachusetts
$26.4M
FFG
115
Fiduciary Financial Group
California
$26.2M
Nomura Asset Management
116
Nomura Asset Management
Japan
$26.1M
TPW
117
Talon Private Wealth
Florida
$26M
SLF
118
Sun Life Financial
Ontario, Canada
$25.8M
FWM
119
Focused Wealth Management
New York
$25.7M
RCM
120
RMR Capital Management
California
$25.5M
TF
121
Trek Financial
Arizona
$24.9M
WA
122
Westfuller Advisors
New York
$24.9M
SAM
123
Stansberry Asset Management
Texas
$24.5M
TIA
124
Traphagen Investment Advisors
New Jersey
$24.3M
MAS
125
Meeder Advisory Services
Ohio
$24M