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iShares US Treasury Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
JC
376
JB Capital
Connecticut
$893K -$9.49K -413 -1%
SPWM
377
Spartan Planning & Wealth Management
North Carolina
$893K -$3.97M -172,574 -82%
PWS
378
Precision Wealth Strategies
Missouri
$891K +$891K +38,763 New
CWM
379
Cherrydale Wealth Management
New Jersey
$890K -$42.1K -1,830 -5%
CT
380
Clearstead Trust
Maine
$881K +$881K +38,352 New
CAM
381
Cobblestone Asset Management
Virginia
$879K -$14.3K -623 -2%
WC
382
Waterloo Capital
Texas
$873K -$410K -17,863 -32%
PWM
383
Pines Wealth Management
North Carolina
$864K -$281K -12,330 -25%
CHAM
384
Clear Harbor Asset Management
Connecticut
$842K -$14.2K -620 -2%
KF
385
KKM Financial
Illinois
$838K +$22.7K +989 +3%
PIA
386
Pinion Investment Advisors
Kansas
$835K -$490K -21,306 -37%
HI
387
Harbour Investments
Wisconsin
$825K +$712 +31 +0.1%
CG
388
Clifford Group
Massachusetts
$824K +$26K +1,130 +3%
SFC
389
Strategic Financial Concepts
Texas
$824K -$3.81M -164,261 -82%
VHAM
390
Van Hulzen Asset Management
California
$823K -$107K -4,656 -12%
HWM
391
HFG Wealth Management
Texas
$822K +$55.2K +2,402 +7%
SAW
392
Signal Advisors Wealth
Michigan
$819K +$30.5K +1,327 +4%
DADC
393
D.A. Davidson & Co
Montana
$806K +$30.5K +1,329 +4%
CTC
394
Central Trust Company
Missouri
$783K +$22.8K +993 +3%
UB
395
UMB Bank
Missouri
$781K
5W
396
5T Wealth
California
$772K +$16.5K +716 +2%
GIA
397
Gladstone Institutional Advisory
Florida
$771K +$177K +7,684 +30%
CWM
398
Cahaba Wealth Management
Georgia
$768K +$6.78K +295 +0.9%
TCMP
399
Thrive Capital Management (Pennsylvania)
Pennsylvania
$758K +$758K +32,968 New
BCM
400
Brasada Capital Management
Texas
$752K -$278K -12,202 -27%