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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 %
TBWA
576
Three Bridge Wealth Advisors
California
$268K – – –
SC
577
Seldon Capital
California
$267K – – –
OBWG
578
Onyx Bridge Wealth Group
New York
$262K +$262K +11,380 New
GSWM
579
Golden State Wealth Management
California
$260K +$184K +7,995 +242%
Fisher Asset Management
580
Fisher Asset Management
Washington
$259K -$161K -7,020 -38%
CAM
581
Costello Asset Management
Pennsylvania
$258K -$128K -5,562 -33%
GWM
582
GDS Wealth Management
Texas
$258K +$10.6K +461 +4%
TWM
583
Tradition Wealth Management
Minnesota
$257K -$4.28K -186 -2%
CWM
584
Collaborative Wealth Management
Florida
$257K +$33.3K +1,449 +15%
MGIA
585
Moneta Group Investment Advisors
Missouri
$256K +$256K +11,144 New
CTA
586
Chesley Taft & Associates
Illinois
$256K -$84.8K -3,688 -25%
MOS
587
MGO One Seven
Ohio
$250K +$250K +10,888 New
TPWA
588
Twin Peaks Wealth Advisors
California
$245K -$1.16M -50,789 -83%
CT
589
Colonial Trust
South Carolina
$245K +$177K +7,720 +264%
LIA
590
LifePlan Investment Advisors
North Carolina
$243K +$42.7K +1,856 +21%
MWM
591
Modera Wealth Management
New Jersey
$242K +$31.3K +1,362 +15%
HPBT
592
Hickory Point Bank & Trust
Illinois
$242K +$242K +10,507 New
PFP
593
Pinnacle Financial Partners
Tennessee
$241K -$272K -11,850 -53%
IAA
594
Independent Advisor Alliance
North Carolina
$241K -$9.04M -393,222 -97%
TSWM
595
Tyler-Stone Wealth Management
Ohio
$239K -$44.9K -1,953 -16%
AO
596
Advisor OS
Illinois
$236K -$114K -4,977 -33%
NW
597
NewEdge Wealth
Pennsylvania
$236K -$7.17K -312 -3%
ERIC
598
Eagle Rock Investment Company
Georgia
$234K – – –
MCA
599
MSH Capital Advisors
Arizona
$228K +$228K +9,941 New
SPC
600
Sigma Planning Corp
Michigan
$227K -$11.1K -482 -5%
22 23
24
25 26