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iShares 0-3 Month Treasury Bond ETF

916 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, 394 increasing their positions, 331 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
916
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
MOS
151
MGO One Seven
Ohio
$18.6M
KFGG
152
Keystone Financial Group (Georgia)
Georgia
$18.2M
Brown Advisory
153
Brown Advisory
Maryland
$18M
Envestnet Portfolio Solutions
154
Envestnet Portfolio Solutions
Illinois
$17.9M
SI
155
Stephens Inc
Arkansas
$17.8M
SCI
156
Stableford Capital II
Arizona
$17.6M
KWM
157
Kingsview Wealth Management
Oregon
$17.5M
RWI
158
Red Wave Investments
Pennsylvania
$17.5M
Lido Advisors
159
Lido Advisors
California
$17.4M
GCM
160
Gibraltar Capital Management
Oklahoma
$17.3M
FPW
161
Flagship Private Wealth
Massachusetts
$17.2M
PAG
162
Private Advisory Group
Washington
$17.1M
OFW
163
Omnia Family Wealth
Florida
$16.9M
LAS
164
Legacy Advisory Services
Pennsylvania
$16.9M
SFS
165
Sowell Financial Services
Arkansas
$16.8M
WMA
166
West Michigan Advisors
Michigan
$16.7M
CE
167
Cornerstone Enterprises
Wisconsin
$16.7M
SWA
168
SFMG Wealth Advisors
Texas
$16.6M
CAAM
169
Cornerstone Advisors Asset Management
Pennsylvania
$16.4M
JAG
170
Journey Advisory Group
Kentucky
$15.9M
RSWM
171
Robertson Stephens Wealth Management
California
$15.6M
AAS
172
Avantax Advisory Services
Texas
$15.6M
AP
173
Advisors Preferred
Maryland
$15.6M
SIAM
174
Sterling Investment Advisors (Missouri)
Missouri
$15.5M
MWM
175
Maridea Wealth Management
New York
$15M