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iShares US Treasury Bond ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.19B 312,744,235 -111,189,434 -26%
LPL Financial
2
LPL Financial
California
$2.37B 102,991,608 -10,112,800 -9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.7B 74,117,889 +2,589,306 +4%
Truist Financial
4
Truist Financial
North Carolina
$1.6B 69,572,378 +2,615,659 +4%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$943M 41,036,037 +1,219,217 +3%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$862M 37,520,268 -11,845,477 -24%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$543M 23,633,284 +2,019,524 +9%
AssetMark Inc
8
AssetMark Inc
California
$507M 22,062,337 +652,782 +3%
AF
9
Allworth Financial
California
$492M 21,531,035 -11,705,560 -35%
Charles Schwab
10
Charles Schwab
California
$469M 20,415,587 +326,991 +2%
Morgan Stanley
11
Morgan Stanley
New York
$450M 19,580,949 -1,408,795 -7%
JPG
12
Jordan Park Group
California
$424M 18,428,436 +9,389,586 +104%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$304M 13,233,090 -5,981,807 -31%
MIM
14
Morningstar Investment Management
Illinois
$285M 12,420,085 -704,379 -5%
FEG
15
Fund Evaluation Group
Ohio
$282M 12,281,152 -966,188 -7%
BlackRock
16
BlackRock
New York
$256M 11,117,755 -2,227,264 -17%
PC
17
Peavine Capital
Nevada
$229M 9,958,797 -137,381 -1%
UBS AM
18
UBS AM
Illinois
$189M 8,213,229 +8,213,229 New
UCFA
19
United Capital Financial Advisors
Texas
$187M 8,125,578 +262,702 +3%
TC
20
TownSquare Capital
Utah
$164M 7,130,408 +249,596 +4%
TPCW
21
TD Private Client Wealth
New York
$140M 6,104,423 +413,898 +7%
PCIA
22
Prime Capital Investment Advisors
Kansas
$138M 5,984,198 -211,379 -3%
AllianceBernstein
23
AllianceBernstein
Tennessee
$137M 5,952,603 +5,952,603 New
EWA
24
EP Wealth Advisors
California
$132M 5,744,383 +371,241 +7%
UBS Group
25
UBS Group
Switzerland
$132M 5,731,068 -37,728 -0.7%