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iShares US Treasury Bond ETF

786 hedge funds and large institutions have $27B invested in iShares US Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 354 increasing their positions, 255 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 50

39% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 255

9.13% more ownership

Funds ownership: 91.21%100.34% (+9.1%)

7% more capital invested

Capital invested by funds: $25.3B → $27B (+$1.73B)

2% more funds holding

Funds holding: 769786 (+17)

2% less funds holding in top 10

Funds holding in top 10: 5756 (-1)

Holders
786
Holders Change
+17
Holders Change %
+2.21%
% of All Funds
10.32%
Holding in Top 10
56
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.75%
% of All Funds
0.74%
New
83
Increased
354
Reduced
255
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
76
Lifeworks Advisors
Michigan
$24.3M +$1.21M +52,611 +5%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$23.4M -$51.6K -2,252 -0.2%
Cerity Partners
78
Cerity Partners
New York
$23.2M -$1.05K -46 -0%
SFA
79
Seneca Financial Advisors
New York
$22.4M +$1.51M +65,754 +7%
PAS
80
Park Avenue Securities
New York
$21.9M +$2.01M +87,858 +10%
GCM
81
Genus Capital Management
British Columbia, Canada
$21.6M -$17M -740,534 -44%
EWA
82
ERTS Wealth Advisors
Michigan
$20.8M +$6.01M +262,201 +41%
GWM
83
Geneos Wealth Management
Colorado
$20M +$1.63M +71,185 +9%
EH
84
Equitable Holdings
New York
$19.8M +$1.97M +85,998 +11%
EFP
85
Envision Financial Planning
Tennessee
$19.7M +$3.11M +135,434 +19%
Stifel Financial
86
Stifel Financial
Missouri
$19.3M -$2.85M -124,107 -13%
SB
87
Strategic Blueprint
Georgia
$19.3M +$1.23M +53,841 +7%
SC
88
Savant Capital
Illinois
$19.2M -$122K -5,333 -0.6%
PJSIMP
89
P.J. Schmidt Investment Management (PJS)
Wisconsin
$19M -$518K -22,593 -3%
CPA
90
Capital Planning Advisors
California
$18.5M -$1.44M -62,662 -7%
DJSG
91
D.J. St. Germain
Massachusetts
$17.4M +$62.7K +2,733 +0.4%
GRP
92
Global Retirement Partners
California
$17.1M +$328K +14,290 +2%
SMFG
93
Sumitomo Mitsui Financial Group
Japan
$16M +$560K +24,438 +4%
KFI
94
Key Financial Inc
Pennsylvania
$15.6M +$1.51M +65,978 +11%
CA
95
Cambridge Associates
Massachusetts
$14.9M
PWM
96
Perigon Wealth Management
California
$14.8M +$338K +14,752 +2%
SFG
97
Snider Financial Group
Washington
$14.7M +$219K +9,558 +2%
Macquarie Group
98
Macquarie Group
Australia
$14.7M
PAG
99
Private Advisor Group
New Jersey
$14.7M +$257K +11,189 +2%
BWP
100
Bernardo Wealth Planning
Pennsylvania
$14M +$1.38M +60,391 +11%