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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

755 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, 328 increasing their positions, 283 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-21
Holders Change %
-2.71%
% 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
328
Reduced
283
Closed
62
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$705M
2
Morgan Stanley
2
Morgan Stanley
New York
$726M
3
Bank of America
3
Bank of America
North Carolina
$7.39B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$926M
5
LPL Financial
5
LPL Financial
California
$2.43B

Top Sellers

1
PC
1
Peavine Capital
Nevada
$0
2
UBS AM
2
UBS AM
Illinois
$0
3
TC
3
TownSquare Capital
Utah
$5.9M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$8.02M
5
HCC
5
Hirtle Callaghan & Co
Pennsylvania
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNTOF
301
Canandaigua National Trust of Florida
New York
$1.55M +$1,000K +43,495 +181%
AWM
302
Avondale Wealth Management
Texas
$1.55M +$154K +6,717 +11%
WWP
303
Wise Wealth Partners
Arizona
$1.55M -$2.94M -127,744 -65%
OWA
304
One Wealth Advisors
California
$1.55M +$140K +6,075 +10%
RBC
305
Roble Belko & Company
Pennsylvania
$1.5M -$266K -11,556 -15%
YWM
306
Yukon Wealth Management
Kansas
$1.49M -$1.18M -51,419 -44%
AWAU
307
Alliance Wealth Advisors (Utah)
Utah
$1.48M +$59.4K +2,585 +4%
AWP
308
Ascent Wealth Partners
New York
$1.48M +$7.01K +305 +0.5%
BOM
309
Bank of Marin
California
$1.47M -$7.06K -307 -0.5%
HFA
310
High Falls Advisors
New York
$1.47M -$270K -11,750 -16%
TPW
311
Transatlantique Private Wealth
New York
$1.47M +$306K +13,311 +26%
CGFA
312
Colton Groome Financial Advisors
North Carolina
$1.46M +$1.46M +63,554 New
WAS
313
Wealth Advisory Solutions
Indiana
$1.44M -$30.2K -1,312 -2%
ECA
314
Elevated Capital Advisors
Utah
$1.4M – – –
PAG
315
Paladin Advisory Group
Iowa
$1.4M -$199K -8,644 -12%
HC
316
Hara Capital
Washington
$1.38M – – –
KFP
317
KMG Fiduciary Partners
Ohio
$1.35M +$78.1K +3,397 +6%
AHC
318
Anderson Hoagland & Co
Missouri
$1.34M -$215K -9,362 -14%
Bank of Montreal
319
Bank of Montreal
Ontario, Canada
$1.32M -$11.5M -499,364 -90%
SWTS
320
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.29M +$63.8K +2,775 +5%
SMF
321
Scott Marsh Financial
Utah
$1.29M +$1.29M +56,095 New
PPWM
322
Paragon Private Wealth Management
Kentucky
$1.28M -$17.9K -780 -1%
CL
323
Choreo LLC
Illinois
$1.28M -$299K -12,999 -19%
LWM
324
Liberty Wealth Management
California
$1.26M -$57.6K -2,508 -4%
VCA
325
Verdence Capital Advisors
Maryland
$1.25M -$60.7K -2,642 -5%
11 12
13
14 15