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iShares US Treasury Bond ETF

913 hedge funds and large institutions have $40.8B invested in iShares US Treasury Bond ETF in 2026 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 450 increasing their positions, 199 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

10% more funds holding

Funds holding: 830913 (+83)

5.2% more ownership

Funds ownership: 95.17%100.36% (+5.2%)

8% less call options, than puts

Call options by funds: $263K | Put options by funds: $286K

Holders
913
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
70
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$263K
Puts
$286K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
126
Snider Financial Group
Washington
$16.8M
MOS
127
MGO One Seven
Ohio
$16.8M
CPA
128
Capital Planning Advisors
California
$16.8M
SPIA
129
Steward Partners Investment Advisory
New York
$16.8M
NP
130
NorthRock Partners
Minnesota
$15.5M
SMFG
131
Sumitomo Mitsui Financial Group
Japan
$15.4M
IA
132
Integrity Alliance
Iowa
$15.1M
IWC
133
Integrated Wealth Concepts
Massachusetts
$15M
TDWM
134
Topel & Distasi Wealth Management
California
$14.9M
GAM
135
Gotham Asset Management
New York
$14.7M
PWM
136
Pacific Wealth Management
California
$14.4M
BWP
137
Bernardo Wealth Planning
Pennsylvania
$14.4M
PWM
138
Perigon Wealth Management
California
$14.2M
MA
139
Mutual Advisors
Nebraska
$14M
JSL
140
JT Stratford LLC
Georgia
$13.6M
KFS
141
Kelly Financial Services
Massachusetts
$13.5M
NAMI
142
Nomura Asset Management International
Pennsylvania
$13.3M
SFB
143
STAR Financial Bank
Indiana
$13.2M
AC
144
Addison Capital
Pennsylvania
$13.2M
SCM
145
SCS Capital Management
Massachusetts
$13.1M
SHIM
146
Stone House Investment Management
Pennsylvania
$13M
AWMNH
147
Arcadia Wealth Management (New Hampshire)
New Hampshire
$12.9M
IWA
148
Icon Wealth Advisors
Texas
$12.9M
GWP
149
Gateway Wealth Partners
Wisconsin
$12.6M
OWA
150
One Wealth Advisors
California
$12.5M