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iShares US Treasury Bond ETF

777 hedge funds and large institutions have $27B invested in iShares US Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 354 increasing their positions, 249 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
76
Lifeworks Advisors
Michigan
$24.3M
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$23.4M
Cerity Partners
78
Cerity Partners
New York
$23.2M
SFA
79
Seneca Financial Advisors
New York
$22.4M
PAS
80
Park Avenue Securities
New York
$21.9M
GCM
81
Genus Capital Management
British Columbia, Canada
$21.6M
EWA
82
ERTS Wealth Advisors
Michigan
$20.8M
GWM
83
Geneos Wealth Management
Colorado
$20M
EH
84
Equitable Holdings
New York
$19.8M
EFP
85
Envision Financial Planning
Tennessee
$19.7M
SC
86
Savant Capital
Illinois
$19.4M
Stifel Financial
87
Stifel Financial
Missouri
$19.3M
SB
88
Strategic Blueprint
Georgia
$19.3M
PJSIMP
89
P.J. Schmidt Investment Management (PJS)
Wisconsin
$19M
CPA
90
Capital Planning Advisors
California
$18.5M
DJSG
91
D.J. St. Germain
Massachusetts
$17.4M
GRP
92
Global Retirement Partners
California
$17.1M
SMFG
93
Sumitomo Mitsui Financial Group
Japan
$16M
KFI
94
Key Financial Inc
Pennsylvania
$15.6M
CA
95
Cambridge Associates
Massachusetts
$14.9M
PWM
96
Perigon Wealth Management
California
$14.8M
SFG
97
Snider Financial Group
Washington
$14.7M
Macquarie Group
98
Macquarie Group
Australia
$14.7M
PAG
99
Private Advisor Group
New Jersey
$14.7M
BWP
100
Bernardo Wealth Planning
Pennsylvania
$14M