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iShares 0-3 Month Treasury Bond ETF

991 hedge funds and large institutions have $16.8B invested in iShares 0-3 Month Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 427 increasing their positions, 338 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,022% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $987K

123% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 70

26% more repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 338

7% more funds holding

Funds holding: 922991 (+69)

6% more capital invested

Capital invested by funds: $15.9B → $16.8B (+$890M)

3% more funds holding in top 10

Funds holding in top 10: 150155 (+5)

4.96% less ownership

Funds ownership: 34.17%29.22% (-5%)

Holders
991
Holders Change
+69
Holders Change %
+7.48%
% of All Funds
13.01%
Holding in Top 10
155
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.33%
% of All Funds
2.03%
New
156
Increased
427
Reduced
338
Closed
70
Calls
$11.1M
Puts
$987K
Net Calls
+$10.1M
Net Calls Change
+$9.71M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
151
Beacon Pointe Advisors
California
$19.3M +$19.3M +191,920 New
OPCM
152
Osborne Partners Capital Management
California
$19M -$3.15M -31,296 -14%
MOS
153
MGO One Seven
Ohio
$19M +$431K +4,282 +2%
SC
154
Savant Capital
Illinois
$18.6M +$7.11M +70,699 +62%
RPGK
155
Retirement Planning Group (Kansas)
Kansas
$18.6M +$17.7M +176,170 +2,117%
AA
156
Alpha Advisors
Virginia
$18.4M -$209K -2,076 -1%
KCM
157
Kennicott Capital Management
California
$18.3M +$18.2M +181,496 New
KFGG
158
Keystone Financial Group (Georgia)
Georgia
$18.2M -$50.1K -498 -0.3%
MM
159
Main Management
California
$18.1M -$874K -8,690 -5%
FWSM
160
First Wilshire Securities Management
California
$18M -$20.3M -201,514 -53%
AP
161
Advisors Preferred
Maryland
$17.8M +$2.22M +22,060 +14%
SI
162
Stephens Inc
Arkansas
$17.7M -$118K -1,173 -0.7%
SIAM
163
Sterling Investment Advisors (Missouri)
Missouri
$17.7M +$2.15M +21,420 +14%
SFS
164
Sowell Financial Services
Arkansas
$17.4M +$689K +6,854 +4%
CIA
165
Capital Investment Advisors
Georgia
$17.4M +$7.39M +73,507 +74%
TPWM
166
Twelve Points Wealth Management
Massachusetts
$17.3M +$2.84M +28,201 +20%
CAAM
167
Cornerstone Advisors Asset Management
Pennsylvania
$17.1M -$1.02B -10,100,703 -98%
CE
168
Cornerstone Enterprises
Wisconsin
$16.9M +$238K +2,364 +1%
GCM
169
Gibraltar Capital Management
Oklahoma
$16.9M -$418K -4,159 -2%
RCM
170
RMR Capital Management
California
$16.9M -$8.54M -84,891 -34%
LAS
171
Legacy Advisory Services
Pennsylvania
$16.9M +$16.1K +160 +0.1%
APWA
172
Atlas Private Wealth Advisors
New Jersey
$16.4M -$4.79M -47,603 -23%
HIP
173
HUB Investment Partners
Texas
$16.3M +$9.36M +93,116 +136%
WIC
174
Woodmont Investment Counsel
Tennessee
$16.2M +$1.34M +13,302 +9%
RWI
175
Red Wave Investments
Pennsylvania
$16.2M -$1.25M -12,475 -7%