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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 %
BCWM
101
Bartlett & Co Wealth Management
Ohio
$16.3M +$1.21M +52,808 +8%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$16.2M -$1.28M -55,661 -7%
IA
103
Integrity Alliance
Iowa
$16.1M +$3.43M +149,157 +27%
EH
104
Equitable Holdings
New York
$16.1M +$636K +27,673 +4%
TNA
105
True North Advisors
Texas
$16M +$16M +694,311 New
EFP
106
Envision Financial Planning
Tennessee
$15.9M +$471K +20,495 +3%
PWM
107
Pacific Wealth Management
California
$15.3M +$4.75M +206,534 +45%
SMFG
108
Sumitomo Mitsui Financial Group
Japan
$15.3M +$535K +23,294 +4%
PAS
109
Park Avenue Securities
New York
$15.1M -$7.3M -317,674 -33%
PWM
110
Perigon Wealth Management
California
$14.5M -$5.23M -227,363 -27%
SFG
111
Snider Financial Group
Washington
$14.2M +$283K +12,333 +2%
KFI
112
Key Financial Inc
Pennsylvania
$13.8M +$1.65M +71,871 +14%
Mariner
113
Mariner
Kansas
$13.8M +$1.95M +84,688 +16%
OAM
114
Occidental Asset Management
California
$13.5M +$106K +4,615 +0.8%
Creative Planning
115
Creative Planning
Kansas
$13.4M +$5.89M +256,372 +79%
CCM
116
Coldstream Capital Management
Washington
$13.3M -$527K -22,915 -4%
IWC
117
Integrated Wealth Concepts
Massachusetts
$13.3M -$2.07M -89,973 -13%
CCFM
118
Clear Creek Financial Management
Washington
$13.2M +$2.73M +118,806 +26%
MWM
119
Modern Wealth Management
Kansas
$13.1M +$3.12M +135,908 +31%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$12.8M +$1.12M +48,769 +10%
SSCM
121
Spectrum Strategic Capital Management
Oregon
$12.8M -$301K -13,102 -2%
BWP
122
Bernardo Wealth Planning
Pennsylvania
$12.7M +$212K +9,230 +2%
TDWM
123
Topel & Distasi Wealth Management
California
$12.7M +$362K +15,758 +3%
SCM
124
SCS Capital Management
Massachusetts
$12.1M -$3.66M -159,378 -23%
ACM
125
Anfield Capital Management
California
$11.8M +$730K +31,746 +7%
3 4
5
6 7