GOVT icon

iShares US Treasury Bond ETF

755 hedge funds and large institutions have $25.2B invested in iShares US Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 328 increasing their positions, 283 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-21
Holders Change %
-2.71%
% of All Funds
10.12%
Holding in Top 10
56
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-22.22%
% of All Funds
0.75%
New
57
Increased
328
Reduced
283
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LA
76
Lifeworks Advisors
Michigan
$22.9M +$1.3M +56,400 +6%
Cerity Partners
77
Cerity Partners
New York
$22.7M +$11.9M +520,924 +110%
Stifel Financial
78
Stifel Financial
Missouri
$22.1M +$224K +9,735 +1%
LMIM
79
Lockheed Martin Investment Management
Maryland
$21.8M +$21.8M +950,000 New
FAIM
80
Financial Advocates Investment Management
Washington
$21.7M +$1.47M +64,088 +7%
IUHSA
81
Itau Unibanco Holding S.A.
Brazil
$20.9M -$86.5M -3,764,567 -81%
SFA
82
Seneca Financial Advisors
New York
$20.7M +$1.99M +86,403 +11%
PP
83
Prudential plc
United Kingdom
$20M +$18.7M +812,946 +1,378%
CPA
84
Capital Planning Advisors
California
$19.8M -$1.48M -64,573 -7%
PAS
85
Park Avenue Securities
New York
$19.8M +$4.7M +204,418 +31%
SC
86
Savant Capital
Illinois
$19.5M -$2.51M -109,364 -11%
GWM
87
Gibbs Wealth Management
Georgia
$19.5M +$19.5M +846,789 New
PJSIMP
88
P.J. Schmidt Investment Management (PJS)
Wisconsin
$19.4M -$4.9M -213,176 -20%
DI
89
DDFG Inc
California
$19.2M +$523K +22,759 +3%
AC
90
Annandale Capital
Texas
$18.7M -$396K -17,240 -2%
BCWM
91
Bartlett & Co Wealth Management
Ohio
$18.4M +$2.11M +91,880 +13%
GWM
92
Geneos Wealth Management
Colorado
$18.2M -$11.8M -514,746 -39%
SB
93
Strategic Blueprint
Georgia
$18M +$89K +3,874 +0.5%
EH
94
Equitable Holdings
New York
$17.7M +$1.68M +72,997 +10%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$17.3M +$1.15M +49,876 +7%
DJSG
96
D.J. St. Germain
Massachusetts
$17.2M -$415K -18,044 -2%
GRP
97
Global Retirement Partners
California
$16.7M +$16.7M +726,716 New
EFP
98
Envision Financial Planning
Tennessee
$16.5M +$627K +27,291 +4%
SMFG
99
Sumitomo Mitsui Financial Group
Japan
$15.3M +$23K +1,002 +0.2%
PWM
100
Pacific Wealth Management
California
$15.3M -$74K -3,218 -0.5%