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iShares US Treasury Bond ETF

776 hedge funds and large institutions have $24.8B invested in iShares US Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 345 increasing their positions, 273 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
-4
Holders Change %
-0.51%
% of All Funds
10.54%
Holding in Top 10
72
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.09%
% of All Funds
0.98%
New
73
Increased
345
Reduced
273
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DG
326
DMC Group
Alabama
$1.38M +$509K +22,149 +58%
HC
327
Hara Capital
Washington
$1.38M +$520K +22,632 +60%
PP
328
Prudential plc
United Kingdom
$1.36M +$1.36M +59,000 New
CIA
329
Concurrent Investment Advisors
Florida
$1.35M -$58.4K -2,539 -4%
PI
330
PFG Investments
New York
$1.34M -$2.42M -105,296 -64%
PIA
331
Pinion Investment Advisors
Kansas
$1.32M +$727K +31,634 +122%
LWM
332
Liberty Wealth Management
California
$1.31M -$202K -8,789 -13%
VCA
333
Verdence Capital Advisors
Maryland
$1.31M -$74.9K -3,258 -5%
PPWM
334
Paragon Private Wealth Management
Kentucky
$1.29M -$45K -1,957 -3%
WP
335
WealthShield Partners
North Carolina
$1.28M +$435K +18,944 +51%
WC
336
Waterloo Capital
Texas
$1.28M +$63.6K +2,769 +5%
KFP
337
KMG Fiduciary Partners
Ohio
$1.27M +$172K +7,470 +16%
VCP
338
Verus Capital Partners
Arizona
$1.26M +$75.3K +3,276 +6%
RCM
339
Regency Capital Management
Hawaii
$1.25M +$617K +26,830 +97%
FMWA
340
Forvis Mazars Wealth Advisors
Missouri
$1.24M -$37K -1,610 -3%
CWM
341
Certus Wealth Management
California
$1.23M +$24.9K +1,102 +2%
SWTS
342
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.23M +$333K +14,466 +37%
CP
343
Clarendon Private
Massachusetts
$1.22M -$3.43K -149 -0.3%
BWA
344
Bestgate Wealth Advisors
Maryland
$1.21M +$57.3K +2,494 +5%
SCA
345
Snowden Capital Advisors
New York
$1.21M -$29.1K -1,268 -2%
C1AG
346
Client 1st Advisory Group
Florida
$1.2M -$41.3K -1,795 -3%
P
347
&Partners
Tennessee
$1.19M -$326K -14,199 -21%
TPW
348
Transatlantique Private Wealth
New York
$1.16M +$600K +26,095 +107%
FA
349
Fedenia Advisers
Wisconsin
$1.15M -$40.4K -1,759 -3%
PWM
350
Pines Wealth Management
North Carolina
$1.15M +$33.5K +1,466 +3%