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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 %
RWI
151
Red Wave Investments
Pennsylvania
$16.6M +$10.9M +108,636 +192%
SWA
152
SFMG Wealth Advisors
Texas
$16.2M +$16.2M +161,338 New
TCM
153
TT Capital Management
California
$16.2M -$1.1M -10,935 -6%
GWM
154
Geneos Wealth Management
Colorado
$16.1M -$105M -1,046,259 -87%
SFS
155
Sowell Financial Services
Arkansas
$15.5M +$1.62M +16,075 +12%
OFW
156
Omnia Family Wealth
Florida
$15.4M -$36.8K -366 -0.2%
T
157
Transce3nd
Texas
$15.3M -$186K -1,848 -1%
TI
158
Tidal Investments
Wisconsin
$15.3M -$6.76M -67,347 -31%
TPWM
159
Twelve Points Wealth Management
Massachusetts
$15.3M +$1.44M +14,255 +10%
FPAS
160
Focus Partners Advisor Solutions
Missouri
$15.2M +$1.16M +11,543 +8%
SIAM
161
Sterling Investment Advisors (Missouri)
Missouri
$15.2M +$896K +8,900 +6%
CAAM
162
Cornerstone Advisors Asset Management
Pennsylvania
$15.2M +$919K +9,127 +6%
ECM
163
Evergreen Capital Management
Washington
$15.1M +$7.67M +76,187 +103%
AP
164
Advisors Preferred
Maryland
$15.1M +$1.41M +14,060 +10%
RCM
165
RMR Capital Management
California
$15M -$502K -4,986 -3%
GS
166
GTS Securities
New York
$14.9M +$11.1M +109,994 +292%
SAF
167
Smith Anglin Financial
Texas
$14.8M +$2.79M +27,665 +23%
AAS
168
Avantax Advisory Services
Texas
$14.7M +$2.82M +27,984 +24%
RSWM
169
Robertson Stephens Wealth Management
California
$14.5M +$10.6M +105,029 +270%
MM
170
Main Management
California
$14.4M -$922K -9,161 -6%
FF
171
Farnam Financial
Arizona
$14.4M -$1.4M -13,932 -9%
MADFP
172
Michael A Dubis Financial Planning
Wisconsin
$14.4M -$133K -1,322 -0.9%
KSWA
173
Kathleen S. Wright Associates
Pennsylvania
$14.2M +$1.59M +15,759 +13%
Lido Advisors
174
Lido Advisors
California
$14.1M +$3.31M +32,830 +31%
IAIM
175
International Assets Investment Management
Florida
$13.8M +$3.29M +32,640 +31%