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iShares US Treasury Bond ETF

754 hedge funds and large institutions have $25.2B invested in iShares US Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 327 increasing their positions, 284 reducing their positions, and 60 closing their positions.

Holders
754
Holders Change
-22
Holders Change %
-2.84%
% of All Funds
10.13%
Holding in Top 10
56
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-22.22%
% of All Funds
0.75%
New
57
Increased
327
Reduced
284
Closed
60
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.39B 321,504,611 +8,760,376 +3%
LPL Financial
2
LPL Financial
California
$2.43B 105,719,785 +2,728,177 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.71B 74,588,153 +470,264 +0.6%
Truist Financial
4
Truist Financial
North Carolina
$1.59B 69,120,041 -452,337 -0.7%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$946M 41,157,180 +121,143 +0.3%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$926M 40,314,805 +2,794,537 +7%
Morgan Stanley
7
Morgan Stanley
New York
$726M 31,574,796 +11,993,847 +61%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$705M 30,751,087 +30,576,208 +17,484%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$571M 25,048,499 +1,415,215 +6%
AssetMark Inc
10
AssetMark Inc
California
$517M 22,476,986 +414,649 +2%
AF
11
Allworth Financial
California
$501M 21,800,266 +269,231 +1%
JPG
12
Jordan Park Group
California
$482M 20,987,708 +2,559,272 +14%
Charles Schwab
13
Charles Schwab
California
$457M 19,891,304 -524,283 -3%
FEG
14
Fund Evaluation Group
Ohio
$309M 13,458,570 +1,177,418 +10%
BlackRock
15
BlackRock
New York
$277M 12,043,222 +925,467 +8%
MIM
16
Morningstar Investment Management
Illinois
$255M 11,091,055 -1,329,030 -11%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$210M 9,126,229 -4,106,861 -31%
UCFA
18
United Capital Financial Advisors
Texas
$180M 7,832,116 -293,462 -4%
TPCW
19
TD Private Client Wealth
New York
$147M 6,389,947 +285,524 +5%
UBS Group
20
UBS Group
Switzerland
$137M 5,965,054 +233,986 +4%
EWA
21
EP Wealth Advisors
California
$133M 5,783,492 +39,109 +0.7%
NB
22
Norinchukin Bank
Japan
$132M 5,749,375 +562,973 +11%
Ameriprise
23
Ameriprise
Minnesota
$132M 5,744,707 +577,005 +11%
CCA
24
Cobblestone Capital Advisors
New York
$116M 5,042,513 +32,447 +0.6%
HCC
25
Hirtle Callaghan & Co
Pennsylvania