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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 %
CGFA
801
Colton Groome Financial Advisors
North Carolina
– -$376K -16,356 Closed
MA
802
MJP Associates
Connecticut
– -$348K -15,141 Closed
LGWM
803
Litman Gregory Wealth Management
California
– -$326K -14,203 Closed
PAS
804
PKS Advisory Services
New York
– -$317K -13,783 Closed
UB
805
Umpqua Bank
Oregon
– -$301K -13,508 Closed
PGFC
806
Peapack-Gladstone Financial Corp
New Jersey
– -$292K -12,733 Closed
PPWP
807
Premier Path Wealth Partners
New Jersey
– -$287K -12,500 Closed
SW
808
SVB Wealth
Massachusetts
– -$285K -12,405 Closed
BWM
809
Bulltick Wealth Management
Florida
– -$278K -12,113 Closed
SA
810
Skyline Advisors
Washington
– -$275K -11,963 Closed
AWM
811
Axxcess Wealth Management
California
– -$273K -11,866 Closed
TA
812
TrueWealth Advisors
Alabama
– -$256K -11,160 Closed
SG
813
StoneX Group
New York
– -$256K -11,131 Closed
BAAM
814
Baker Avenue Asset Management
California
– -$239K -10,401 Closed
MHB
815
Midwest Heritage Bank
Iowa
– -$231K -10,034 Closed
TPWA
816
TRUE Private Wealth Advisors
Oregon
– -$225K -9,803 Closed
1WM
817
1900 Wealth Management
Texas
– -$219K -9,548 Closed
Empower Advisory Group
818
Empower Advisory Group
Colorado
– -$219K -9,538 Closed
VFA
819
Valeo Financial Advisors
Indiana
– -$214K -9,322 Closed
ACP
820
Aveo Capital Partners
Colorado
– -$205K -8,918 Closed
KV
821
Kickstand Ventures
New York
– -$201K -8,751 Closed
BPAMU
822
BTG Pactual Asset Management US
New York
– -$182K -7,942 Closed
AWM
823
Avior Wealth Management
Nebraska
– -$142K -6,193 Closed
LC
824
Lindbrook Capital
California
– -$133K -5,782 Closed
VWM
825
Venturi Wealth Management
Texas
– -$39.3K -1,713 Closed
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