GOVT icon

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 %
MWM
726
Mascoma Wealth Management
New Hampshire
$10.6K -$107K -4,650 -91%
PPC
727
Park Place Capital
Alabama
$10.4K – – –
WBC
728
West Branch Capital
Massachusetts
$10.3K – – –
KSWA
729
Kathleen S. Wright Associates
Pennsylvania
$10.2K – – –
AT
730
Arlington Trust
Alabama
$10.1K – – –
WAM
731
WFA Asset Management
Wisconsin
$9.59K +$9.59K +421 New
BF
732
BOK Financial
Oklahoma
$8.5K -$68.1K -2,964 -89%
NEWAS
733
N.E.W. Advisory Services
Wisconsin
$7.77K +$7.77K +338 New
SWA
734
SOA Wealth Advisors
New York
$7.36K +$460 +20 +7%
CF
735
Collier Financial
Colorado
$7.33K -$708K -30,815 -99%
RFA
736
Register Financial Advisors
Georgia
$6.34K +$4.53K +197 +249%
CSC
737
Caldwell Sutter Capital
California
$5.84K – – –
NCM
738
Northwest Capital Management
Oregon
$5.79K – – –
WA
739
WestEnd Advisors
North Carolina
$5.56K +$46 +2 +0.8%
PMFA
740
Plante Moran Financial Advisors
Michigan
$5.56K +$5.56K +242 New
OSAM
741
O'Shaughnessy Asset Management
Connecticut
$5.42K – – –
PA
742
Pineridge Advisors
Missouri
$5.3K -$11.7K -509 -69%
GWANC
743
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.9K -$5.13K -223 -51%
DCM
744
Davis Capital Management
Florida
$4.78K – – –
HWA
745
Heritage Wealth Advisors
Virginia
$4.07K +$23 +1 +0.6%
TF
746
Tompkins Financial
New York
$3.98K +$3.4K +148 +592%
VWM
747
Valley Wealth Managers
New Jersey
$3.98K – – –
SC
748
SouthState Corp
Florida
$3.93K +$3.93K +171 New
TAM
749
Townsend Asset Management
North Carolina
$3.38K – – –
HBW
750
Hazlett, Burt & Watson
West Virginia
$3K +$27 +1 +0.9%
28 29
30
31 32