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iShares US Treasury Bond ETF
GOVT

770 hedge funds and large institutions have $25.3B invested in iShares US Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 335 increasing their positions, 288 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 288

2% more capital invested

Capital invested by funds: $24.9B → $25.3B (+$391M)

0.16% more ownership

Funds ownership: 91.05% → 91.21% (+0.16%)

3% less funds holding

Funds holding: 790 → 770 (-20)

14% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 66

24% less funds holding in top 10

Funds holding in top 10: 75 → 57 (-18)

Holders
770
Holders Change
-20
Holders Change %
-2.53%
% of All Funds
10.14%
Holding in Top 10
57
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-24%
% of All Funds
0.75%
New
57
Increased
335
Reduced
288
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$696M
2
Morgan Stanley
Morgan Stanley
New York
+$273M
3
Bank of America
Bank of America
North Carolina
+$199M
4
JP Morgan Chase
JP Morgan Chase
New York
+$63.6M
5
LPL Financial
LPL Financial
California
+$62.1M

Top Sellers

Rank Fund Capital Flow
1
PC
Peavine Capital
Nevada
-$229M
2
UBS AM
UBS AM
Illinois
-$189M
3
TC
TownSquare Capital
Utah
-$157M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$128M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$93.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
IF
751
Integrity Financial
Wyoming
$2.34K – – –
HR
752
Howe & Rusling
New York
$2.33K – – –
HCM
753
Hollencrest Capital Management
California
$2.3K – – –
M
754
MOTCO
Texas
$1.94K -$65.8K -2,889 -97%
KA
755
Kozak & Associates
Colorado
$1.74K – – –
EB
756
Eastern Bank
Massachusetts
$1.54K – – –
EAM
757
Eukles Asset Management
Ohio
$1.31K – – –
CPA
758
Cardiff Park Advisors
California
$1.26K +$1.25K +55 New
LCM
759
Logan Capital Management
Pennsylvania
$1.24K – – –
PFM
760
Phillips Financial Management
Indiana
$1.22K +$1.21K +53 New
KWM
761
Kiker Wealth Management
Georgia
$1.13K – – –
TIM
762
Tortoise Investment Management
New York
$965 – – –
AF
763
Alerus Financial
North Dakota
$965 +$956 +42 New
HIA
764
Harbor Investment Advisory
Maryland
$919 – – –
RCM
765
Raleigh Capital Management
North Carolina
$881 +$46 +2 +6%
IWP
766
IAG Wealth Partners
Wisconsin
$575 +$569 +25 New
PSFG
767
Park Square Financial Group
Georgia
$552 – – –
IWM
768
Inlight Wealth Management
Georgia
$345 – – –
SWIG
769
Strategic Wealth Investment Group
Kentucky
$138 +$137 +6 New
CFFP
770
Center for Financial Planning
Michigan
$115 +$114 +5 New
RIA
771
Realta Investment Advisors
Delaware
$69 – – –
NC
772
NewSquare Capital
Pennsylvania
$33 +$23 +1 New
SA
773
Scarborough Advisors
Maryland
$1 – – –
PC
774
Peavine Capital
Nevada
– -$229M -9,958,797 Closed
UBS AM
775
UBS AM
Illinois
– -$189M -8,213,229 Closed
29 30
31
32 33

GOVT Hedge Fund Activity: Q2 2025 in Review

770 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q2 2025, worth a combined $25.3B — up 1.6% from $24.9B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of GOVT and 57 opened new positions — a net loss of 9 holders — while 288 trimmed existing stakes and 335 added.

The largest buyer was TIAA Trust, National Association, adding an estimated $696M. The largest seller was Peavine Capital, exiting entirely with an estimated $229M sold.

  • 770 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q2 2025, down from 790 in Q1 2025.
  • Funds reported $25.3B of iShares US Treasury Bond ETF stock for Q2 2025, up 1.6% quarter-over-quarter.
  • 57 funds opened new iShares US Treasury Bond ETF positions in Q2 2025 and 66 closed out, a net change of -9 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q2 2025 was TIAA Trust, National Association, an estimated $696M added.
  • The largest iShares US Treasury Bond ETF seller in Q2 2025 was Peavine Capital, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2025.