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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, 381 increasing their positions, 242 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

11% more funds holding in top 10

Funds holding in top 10: 131145 (+14)

1.21% more ownership

Funds ownership: 35.35%36.56% (+1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
851
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
145
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$5K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
176
Thrivent Financial for Lutherans
Minnesota
$13.8M
SI
177
Stonekeep Investments
New Mexico
$13.7M
JAG
178
Journey Advisory Group
Kentucky
$13.6M
FAP
179
Financial Advisory Partners
Florida
$13.6M
DWMS
180
Dominguez Wealth Management Solutions
Virginia
$13.3M
CGA
181
Crescent Grove Advisors
Illinois
$12.5M
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$12.5M
BJL
183
Brighton Jones LLC
Washington
$12.2M
WIC
184
Woodmont Investment Counsel
Tennessee
$12M
SSWM
185
Strait & Sound Wealth Management
California
$11.8M
OPS
186
Orion Portfolio Solutions
Nebraska
$11.8M
BCI
187
Brinker Capital Investments
Pennsylvania
$11.8M
RBWA
188
RFG - Bristol Wealth Advisors
Massachusetts
$11.7M
BCM
189
Blume Capital Management
California
$11.7M
CAMG
190
CWA Asset Management Group
Florida
$11.5M
GAM
191
Gotham Asset Management
New York
$11.5M
JCM
192
J2 Capital Management
Michigan
$11.4M
BAM
193
Berkshire Asset Management
Pennsylvania
$11.3M
VA
194
Valmark Advisers
Ohio
$11.2M
EB
195
Emprise Bank
Kansas
$11.2M
AWS
196
Atria Wealth Solutions
New York
$11.1M
EH
197
Equitable Holdings
New York
$11.1M
CIA
198
Concurrent Investment Advisors
Florida
$11.1M
FPW
199
Flagship Private Wealth
Massachusetts
$10.9M
LIM
200
Leavell Investment Management
Alabama
$10.9M