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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

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
–

Top Buyers

1
JPG
Jordan Park Group
California
+$216M
2
UBS AM
UBS AM
Illinois
+$189M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$137M
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
+$106M
5
Truist Financial
Truist Financial
North Carolina
+$60.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$2.56B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$272M
3
AF
Allworth Financial
California
-$268M
4
MA
Mutual Advisors
Nebraska
-$252M
5
LPL Financial
LPL Financial
California
-$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
4WM
501
4J Wealth Management
Virginia
$412K -$11.1K -485 -3%
NB
502
NBT Bank
New York
$405K -$15.9K -692 -4%
TCM
503
Triumph Capital Management
Colorado
$404K +$82.1K +3,573 +26%
CFG
504
Cooper Financial Group
California
$403K +$38K +1,654 +10%
JAA
505
Joel Adams & Associates
North Carolina
$401K -$99.3K -4,320 -20%
RFG
506
Range Financial Group
Oregon
$400K +$68.9K +2,999 +21%
Lido Advisors
507
Lido Advisors
California
$394K -$294K -12,782 -43%
FNBT
508
FineMark National Bank & Trust
Florida
$393K -$35.6K -1,547 -8%
CWC
509
Carolinas Wealth Consulting
North Carolina
$392K +$1.38K +60 +0.4%
NA
510
Novus Advisors
South Carolina
$391K -$310K -13,472 -44%
BBHC
511
Brown Brothers Harriman & Co
New York
$391K +$759 +33 +0.2%
RhumbLine Advisers
512
RhumbLine Advisers
Massachusetts
$390K – – –
DF
513
Dunhill Financial
United Kingdom
$382K +$382K +16,630 New
WWA
514
WCG Wealth Advisors
Nevada
$379K -$1.07M -46,666 -74%
BHBT
515
Burke & Herbert Bank & Trust
Virginia
$375K -$16.1K -700 -4%
XT
516
XTX Topco
Cayman Islands
$375K +$375K +16,319 New
COCM
517
Charter Oak Capital Management
New Hampshire
$374K +$14.1K +612 +4%
DAM
518
Delta Asset Management
Tennessee
$370K – – –
KFSC
519
Keystone Financial Services (Colorado)
Colorado
$368K +$30.6K +1,330 +9%
CSB
520
City State Bank
Iowa
$365K +$11.5K +500 +3%
AWM
521
Aprio Wealth Management
Georgia
$365K +$365K +15,859 New
SL
522
Sentinus LLC
Illinois
$364K -$44K -1,915 -11%
BWM
523
BCGM Wealth Management
Indiana
$360K -$2.23K -97 -0.6%
CWMK
524
Caliber Wealth Management (Kansas)
Kansas
$359K +$359K +15,637 New
SAG
525
SageView Advisory Group
California
$359K -$2.64M -114,871 -88%
19 20
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