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iShares US Treasury Bond ETF

786 hedge funds and large institutions have $27B invested in iShares US Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 354 increasing their positions, 255 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 50

39% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 255

9.13% more ownership

Funds ownership: 91.21%100.34% (+9.1%)

7% more capital invested

Capital invested by funds: $25.3B → $27B (+$1.73B)

2% more funds holding

Funds holding: 769786 (+17)

2% less funds holding in top 10

Funds holding in top 10: 5756 (-1)

Holders
786
Holders Change
+17
Holders Change %
+2.21%
% of All Funds
10.32%
Holding in Top 10
56
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.75%
% of All Funds
0.74%
New
83
Increased
354
Reduced
255
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
351
D.A. Davidson & Co
Montana
$1.03M +$216K +9,425 +27%
CC
352
Copperleaf Capital
North Carolina
$1.03M +$87.6K +3,820 +9%
AWAU
353
Alliance Wealth Advisors (Utah)
Utah
$1.02M -$464K -20,214 -31%
KWM
354
Kingsview Wealth Management
Oregon
$1.02M +$86.3K +3,762 +9%
BHWM
355
Bay Harbor Wealth Management
Maryland
$1M +$1.05K +46 +0.1%
WP
356
WealthShield Partners
North Carolina
$1M +$45.7K +1,995 +5%
CFG
357
Certior Financial Group
Pennsylvania
$1,000K -$38.4K -1,676 -4%
NWMG
358
National Wealth Management Group
Ohio
$987K +$13.5K +589 +1%
SAS
359
Stelac Advisory Services
New York
$976K +$362K +15,766 +60%
CAM
360
Cobblestone Asset Management
Virginia
$961K +$75.8K +3,304 +9%
TVM
361
True Vision MN
Minnesota
$954K +$26.9K +1,172 +3%
LIG
362
Lokken Investment Group
Delaware
$948K +$362K +15,781 +63%
AWA
363
Arkadios Wealth Advisors
Georgia
$940K +$432K +18,818 +86%
MT
364
Midwest Trust
Kansas
$939K +$406K +17,709 +77%
PIA
365
Perennial Investment Advisors
California
$935K -$65.6K -2,862 -7%
IA
366
Inspire Advisors
Idaho
$933K -$68.2K -2,975 -7%
AWM
367
Apollon Wealth Management
South Carolina
$929K -$13.5K -587 -1%
FMWA
368
Forvis Mazars Wealth Advisors
Missouri
$929K -$56.7K -2,474 -6%
PFG
369
PAX Financial Group
Texas
$917K -$30.4K -1,325 -3%
OC
370
Oakworth Capital
Alabama
$914K +$7.13K +311 +0.8%
SFA
371
Sequoia Financial Advisors
Ohio
$905K -$236K -10,312 -21%
TVAMP
372
Tennessee Valley Asset Management Partners
Tennessee
$905K +$897K +39,132 New
BMCM
373
Bryn Mawr Capital Management
Pennsylvania
$904K -$179K -7,817 -17%
JC
374
JB Capital
Connecticut
$903K +$4.06K +177 +0.5%
TWC
375
TD Waterhouse Canada
Ontario, Canada
$885K +$368K +16,061 +74%