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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 %
Thrivent Financial for Lutherans
176
Thrivent Financial for Lutherans
Minnesota
$13.8M -$578K -5,756 -4%
SI
177
Stonekeep Investments
New Mexico
$13.7M -$1.59M -15,800 -10%
JAG
178
Journey Advisory Group
Kentucky
$13.6M +$13.6M +135,344 New
FAP
179
Financial Advisory Partners
Florida
$13.6M +$9.91M +98,403 +271%
DWMS
180
Dominguez Wealth Management Solutions
Virginia
$13.3M +$22.3K +222 +0.2%
CGA
181
Crescent Grove Advisors
Illinois
$12.5M -$1.88M -18,695 -13%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$12.5M +$1.63M +16,187 +15%
BJL
183
Brighton Jones LLC
Washington
$12.2M +$7.41M +73,577 +153%
WIC
184
Woodmont Investment Counsel
Tennessee
$12M +$402K +3,994 +3%
SSWM
185
Strait & Sound Wealth Management
California
$11.8M -$706K -7,016 -6%
OPS
186
Orion Portfolio Solutions
Nebraska
$11.8M +$419K +4,164 +4%
BCI
187
Brinker Capital Investments
Pennsylvania
$11.8M +$419K +4,164 +4%
RBWA
188
RFG - Bristol Wealth Advisors
Massachusetts
$11.7M +$10.4M +103,648 +819%
BCM
189
Blume Capital Management
California
$11.7M -$1.66M -16,450 -12%
CAMG
190
CWA Asset Management Group
Florida
$11.5M +$1.94M +19,226 +20%
GAM
191
Gotham Asset Management
New York
$11.5M +$9.76M +96,928 +576%
JCM
192
J2 Capital Management
Michigan
$11.4M +$5.96M +59,215 +109%
BAM
193
Berkshire Asset Management
Pennsylvania
$11.3M +$1.33M +13,290 +13%
VA
194
Valmark Advisers
Ohio
$11.2M +$1.8M +17,831 +19%
EB
195
Emprise Bank
Kansas
$11.2M -$407K -4,042 -4%
AWS
196
Atria Wealth Solutions
New York
$11.1M -$4.6M -45,646 -29%
EH
197
Equitable Holdings
New York
$11.1M +$6.49M +64,470 +141%
CIA
198
Concurrent Investment Advisors
Florida
$11.1M +$7.03M +69,845 +174%
FPW
199
Flagship Private Wealth
Massachusetts
$10.9M +$1.66M +16,487 +18%
LIM
200
Leavell Investment Management
Alabama
$10.9M +$1.3M +12,959 +14%