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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 74 funds opening new positions, 344 increasing their positions, 273 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
-3
Holders Change %
-0.39%
% 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
74
Increased
344
Reduced
273
Closed
59
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPG
Jordan Park Group
California
$424M
2
UBS AM
UBS AM
Illinois
$189M
3
AllianceBernstein
AllianceBernstein
Tennessee
$137M
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
$107M
5
Truist Financial
Truist Financial
North Carolina
$1.6B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$7.19B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$862M
3
AF
Allworth Financial
California
$492M
4
MA
Mutual Advisors
Nebraska
$7.69M
5
LPL Financial
LPL Financial
California
$2.37B
Name Holding Trade Value Shares
Change 		Shares
Change %
PJSIMP
76
P.J. Schmidt Investment Management (PJS)
Wisconsin
$24.3M +$37.8K +1,644 +0.2%
Envestnet Portfolio Solutions
77
Envestnet Portfolio Solutions
Illinois
$24.3M -$9.85M -428,517 -29%
DW
78
Dodds Wealth
Colorado
$23.8M +$697K +30,309 +3%
JBA
79
Johnson Bixby & Associates
Washington
$23.4M -$111K -4,844 -0.5%
CIC
80
Cutler Investment Counsel
Oregon
$22.9M +$1.97M +85,601 +9%
SC
81
Savant Capital
Illinois
$22M +$1.53M +66,667 +7%
Stifel Financial
82
Stifel Financial
Missouri
$21.9M +$21.4K +929 +0.1%
EWA
83
ERTS Wealth Advisors
Michigan
$21.8M +$237K +10,295 +1%
LA
84
Lifeworks Advisors
Michigan
$21.6M +$2.73M +118,715 +14%
CAM
85
Cresset Asset Management
Illinois
$21.5M +$5.95M +259,043 +38%
CPA
86
Capital Planning Advisors
California
$21.3M -$1.81M -78,745 -8%
CA
87
Cambridge Associates
Massachusetts
$20.9M – – –
KAS
88
Kestra Advisory Services
Texas
$20.8M +$2.23M +97,204 +12%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$20.3M +$1.86M +80,806 +10%
FAIM
90
Financial Advocates Investment Management
Washington
$20.3M -$2.94M -127,678 -13%
SIA
91
SeaBridge Investment Advisors
New Jersey
$19.8M +$5.89M +256,392 +42%
AC
92
Annandale Capital
Texas
$19.1M +$184K +8,003 +1%
BIP
93
Blueprint Investment Partners
North Carolina
$19M +$8.47M +368,556 +80%
SFA
94
Seneca Financial Advisors
New York
$18.7M +$704K +30,630 +4%
DI
95
DDFG Inc
California
$18.7M +$18.7M +811,843 New
GCM
96
Genus Capital Management
British Columbia, Canada
$18.1M +$18.1M +787,204 New
CW
97
Cook Wealth
North Carolina
$17.9M -$514K -22,431 -3%
SB
98
Strategic Blueprint
Georgia
$17.9M +$5.14M +223,758 +40%
DJSG
99
D.J. St. Germain
Massachusetts
$17.6M -$3.43M -149,168 -16%
PAG
100
Private Advisor Group
New Jersey
$17M +$1.48M +64,572 +10%
2 3
4
5 6