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iShares 0-3 Month Treasury Bond ETF

915 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 136 funds opening new positions, 393 increasing their positions, 330 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
149
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
Name Holding Trade Value Shares
Change
Change in
Stake
KFGG
151
Keystone Financial Group (Georgia)
Georgia
$18.2M
Brown Advisory
152
Brown Advisory
Maryland
$18M
Envestnet Portfolio Solutions
153
Envestnet Portfolio Solutions
Illinois
$17.9M
SI
154
Stephens Inc
Arkansas
$17.8M
SCI
155
Stableford Capital II
Arizona
$17.6M
KWM
156
Kingsview Wealth Management
Oregon
$17.5M
RWI
157
Red Wave Investments
Pennsylvania
$17.5M
Lido Advisors
158
Lido Advisors
California
$17.4M
GCM
159
Gibraltar Capital Management
Oklahoma
$17.3M
FPW
160
Flagship Private Wealth
Massachusetts
$17.2M
PAG
161
Private Advisory Group
Washington
$17.1M
OFW
162
Omnia Family Wealth
Florida
$16.9M
LAS
163
Legacy Advisory Services
Pennsylvania
$16.9M
SFS
164
Sowell Financial Services
Arkansas
$16.8M
WMA
165
West Michigan Advisors
Michigan
$16.7M
CE
166
Cornerstone Enterprises
Wisconsin
$16.7M
SWA
167
SFMG Wealth Advisors
Texas
$16.6M
CAAM
168
Cornerstone Advisors Asset Management
Pennsylvania
$16.4M
JAG
169
Journey Advisory Group
Kentucky
$15.9M
RSWM
170
Robertson Stephens Wealth Management
California
$15.6M
AAS
171
Avantax Advisory Services
Texas
$15.6M
AP
172
Advisors Preferred
Maryland
$15.6M
SIAM
173
Sterling Investment Advisors (Missouri)
Missouri
$15.5M
MWM
174
Maridea Wealth Management
New York
$15M
CGA
175
Crescent Grove Advisors
Illinois
$15M