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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
10.12%
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 %
CVM
401
Cheviot Value Management
California
$743K +$81.9K +3,577 +12%
FM
402
Foster & Motley
Ohio
$737K -$107K -4,662 -13%
SXL
403
Summit X LLC
Missouri
$705K -$22.3K -972 -3%
FPGK
404
Financial Partners Group (Kansas)
Kansas
$703K +$6.16K +268 +0.9%
FHC
405
First Heartland Consultants
Missouri
$696K -$2.71K -118 -0.4%
HWM
406
HB Wealth Management
Georgia
$691K -$1.84M -80,046 -73%
PFG
407
Pacific Financial Group
Washington
$687K -$207K -8,997 -23%
WS
408
Wedbush Securities
California
$684K -$68.8K -2,996 -9%
M
409
MATAURO
New York
$680K -$320K -13,917 -32%
CFG
410
Citizens Financial Group
Rhode Island
$677K +$326K +14,199 +93%
WA
411
Waverly Advisors
Alabama
$676K -$37.3K -1,623 -5%
LWM
412
LongView Wealth Management
Georgia
$674K -$283K -12,317 -30%
CAG
413
Csenge Advisory Group
Florida
$666K -$40.3K -1,772 -6%
BTWM
414
Baker Tilly Wealth Management
Wisconsin
$664K -$191K -8,330 -22%
JWCA
415
J.W. Cole Advisors
Florida
$643K +$306K +13,337 +91%
LIM
416
Leavell Investment Management
Alabama
$639K -$144K -6,246 -18%
Betterment LLC
417
Betterment LLC
New York
$637K +$85.6K +3,723 +16%
IA
418
IFP Advisors
Florida
$615K -$58.4K -2,542 -9%
ISFAN
419
Investor's Fiduciary Advisor Network
Washington
$611K +$5.3K +231 +0.9%
SAS
420
Stelac Advisory Services
New York
$607K
SCI
421
Stableford Capital II
Arizona
$607K
KFG
422
Kingdom Financial Group
Arizona
$606K +$606K +26,379 New
MC
423
Moors & Cabot
Massachusetts
$606K -$5.1K -222 -0.8%
MWM
424
Maripau Wealth Management
Indiana
$605K +$28.3K +1,233 +5%
MCM
425
MAI Capital Management
Ohio
$600K -$103K -4,494 -15%