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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 %
Corient Private Wealth
401
Corient Private Wealth
Florida
$842K +$32.2K +1,402 +4%
HI
402
Harbour Investments
Wisconsin
$824K -$604K -26,263 -42%
KF
403
KKM Financial
Illinois
$807K -$5.66K -249 -0.7%
CG
404
Clifford Group
Massachusetts
$798K -$4.07K -177 -0.5%
SAW
405
Signal Advisors Wealth
Michigan
$788K -$99.5K -4,327 -11%
C
406
Croban
Ohio
$788K +$78.2K +3,404 +11%
LIM
407
Leavell Investment Management
Alabama
$783K -$89.2K -3,881 -10%
UB
408
UMB Bank
Missouri
$781K +$2.51K +109 +0.3%
DADC
409
D.A. Davidson & Co
Montana
$775K +$775K +33,735 New
HWM
410
HFG Wealth Management
Texas
$767K +$767K +33,362 New
CWM
411
Cahaba Wealth Management
Georgia
$762K +$4.3K +187 +0.6%
CTC
412
Central Trust Company
Missouri
$760K +$18.7K +815 +3%
5W
413
5T Wealth
California
$756K +$104K +4,528 +16%
WS
414
Wedbush Securities
California
$753K -$37.4K -1,630 -5%
SXL
415
Summit X LLC
Missouri
$727K -$38.2K -1,661 -5%
WA
416
Waverly Advisors
Alabama
$713K +$112K +4,863 +19%
CAG
417
Csenge Advisory Group
Florida
$708K -$48.2K -2,112 -6%
MCM
418
MAI Capital Management
Ohio
$703K +$81.6K +3,551 +13%
FHC
419
First Heartland Consultants
Missouri
$699K +$36.5K +1,587 +6%
FPGK
420
Financial Partners Group (Kansas)
Kansas
$697K +$1.61K +70 +0.2%
SHIM
421
Stone House Investment Management
Pennsylvania
$681K +$127K +5,520 +23%
IA
422
IFP Advisors
Florida
$674K +$124K +5,404 +23%
I
423
INVST
Indiana
$670K -$187K -8,149 -22%
CVM
424
Cheviot Value Management
California
$658K +$658K +28,904 New
IWA
425
Invera Wealth Advisors
Oregon
$657K +$50.4K +2,192 +8%