Who Owns US Treasury 3 Year Note ETF (UTRE)?Hedge Fund & Institutional Holders
Institutional Holders
10
as of Q4 2025
Total Institutional Value
$1157108730925220.3T
% of Float Held
—
QoQ Change in Holders
+7 / -2
Price History
UTRE — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Curran Financial Partners, LLC | New Position | +23K | +$1.2M |
| Crew Capital Management, Ltd | New Position | +22K | +$1.1M |
| WealthPlan Investment Management, LLC | New Position | +5K | +$252K |
| PLANWISER FINANCIAL, LLC | New Position | +4K | +$202K |
| PERSPECTIVE WEALTH ADVISORS LLC | New Position | +4K | +$202K |
| CENTRAL TRUST Co | New Position | +2K | +$84K |
| Tower Research Capital LLC (TRC) | New Position | +7K | +$0 |
UTRE — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CITADEL ADVISORS LLC | Closed Position | -13K | -$656.8M |
| JANE STREET GROUP, LLC | Closed Position | -10K | -$490.8M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Curran Financial Partners, LLC | 23,231 | $1.2M | 0.22% | Share |
| 2 | Crew Capital Management, Ltd | 21,825 | $1.1M | 0.68% | Share |
| 3 | F/m Investments LLC | 6,209 | $309K | 0.01% | Share |
| 4 | WealthPlan Investment Management, LLC | 5,060 | $252K | 0.02% | Share |
| 5 | PLANWISER FINANCIAL, LLC | 4,058 | $202K | 0.14% | Share |
| 6 | PERSPECTIVE WEALTH ADVISORS LLC | 4,058 | $202K | 0.14% | Share |
| 7 | CENTRAL TRUST Co | 1,700 | $84K | 0.00% | Share |
| 8 | UBS Group AG | 174 | $8K | 0.00% | Share |
| 9 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 10 | Tower Research Capital LLC (TRC) | 6,736 | $0 | 0.00% | Share |
UTRE Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 10 | $3.3M | +5 |
| Q3 2025 | 5 | $1.5B | -4 |
| Q2 2025 | 9 | $4.4B | +1 |
| Q1 2025 | 8 | $2.4B | +3 |
| Q4 2024 | 5 | $1.6B | +0 |
| Q3 2024 | 5 | $1.1T | -1 |
| Q2 2024 | 6 | $1.4T | +1 |
| Q1 2024 | 5 | $2.3T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 10 institutional investors hold UTRE (US Treasury 3 Year Note ETF). The largest holder is Curran Financial Partners, LLC with $1.2M in shares. This quarter, 7 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own UTRE?
As of Q4 2025, 10 institutional investors report holding UTRE (US Treasury 3 Year Note ETF) in their 13F filings.
Who is the largest institutional holder of UTRE?
The largest institutional holder of UTRE is Curran Financial Partners, LLC with $1.2M in shares.
Is institutional ownership of UTRE increasing or decreasing?
This quarter, 7 institutions opened new positions in UTRE and 2 closed their positions.