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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
SMA
101
Seven Mile Advisory
New Jersey
$14M +$13.6M +591,525 +4,912%
CCM
102
Coldstream Capital Management
Washington
$13.9M +$301K +13,125 +2%
PWM
103
Pacific Wealth Management
California
$13.7M -$1.6M -69,764 -10%
NA
104
NewEdge Advisors
Louisiana
$13.7M +$1.53M +66,848 +13%
IA
105
Integrity Alliance
Iowa
$13.7M +$1.04M +45,545 +8%
MAM
106
MMA Asset Management
Pennsylvania
$13.6M +$1.06M +46,158 +9%
TDWM
107
Topel & Distasi Wealth Management
California
$13.4M +$471K +20,540 +4%
GWM
108
Gibbs Wealth Management
Georgia
$13.1M -$6.42M -279,816 -33%
Mariner
109
Mariner
Kansas
$13.1M +$3.18M +138,864 +32%
PS
110
Principal Securities
Iowa
$13M +$4.84M +210,989 +60%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$13M -$4.44M -193,615 -26%
IWC
112
Integrated Wealth Concepts
Massachusetts
$12.8M -$126K -5,482 -1%
SIA
113
Strategic Investment Advisors
Michigan
$12.7M -$11M -479,521 -100%
SCM
114
SCS Capital Management
Massachusetts
$12.7M +$63.1K +2,753 +0.5%
MWM
115
Modern Wealth Management
Kansas
$12.5M -$928K -40,455 -7%
CPO
116
Cerity Partners OCIO
New York
$12.4M +$510K +22,251 +4%
National Bank of Canada
117
National Bank of Canada
Quebec, Canada
$12.2M +$4.36M +189,994 +56%
MBT
118
Montecito Bank & Trust
California
$12.1M +$12M +521,927 New
TWP
119
Triad Wealth Partners
Kansas
$11.7M +$8.89M +387,844 +333%
PF
120
Phoenix Financial
Israel
$11.5M +$160K +6,996 +1%
BCWM
121
Bartlett & Co Wealth Management
Ohio
$11.5M -$6.99M -304,813 -38%
SAM
122
Silphium Asset Management
United Kingdom
$11.4M
ACM
123
Anfield Capital Management
California
$11.3M -$516K -22,500 -4%
MWM
124
Meridian Wealth Management
Kentucky
$11.2M +$515K +22,441 +5%
SCM
125
Seascape Capital Management
New Hampshire
$11.2M -$154K -6,709 -1%