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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
Bank of America
1
Bank of America
North Carolina
$8.37B +$932M +40,633,910 +13%
LPL Financial
2
LPL Financial
California
$2.57B +$126M +5,481,229 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.77B +$47.5M +2,071,769 +3%
Truist Financial
4
Truist Financial
North Carolina
$1.59B -$9.53M -415,818 -0.6%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.12B +$163M +7,111,353 +17%
JP Morgan Chase
6
JP Morgan Chase
New York
$968M +$35.4M +1,542,594 +4%
Morgan Stanley
7
Morgan Stanley
New York
$769M +$39.1M +1,703,516 +5%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$758M +$46.7M +2,035,736 +7%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$629M +$50.2M +2,188,174 +9%
AssetMark Inc
10
AssetMark Inc
California
$561M +$40.7M +1,773,768 +8%
AF
11
Allworth Financial
California
$519M +$14.7M +641,361 +3%
JPG
12
Jordan Park Group
California
$460M -$24.6M -1,072,673 -5%
Charles Schwab
13
Charles Schwab
California
$453M -$7.22M -314,657 -2%
FEG
14
Fund Evaluation Group
Ohio
$349M +$37.8M +1,650,332 +12%
BlackRock
15
BlackRock
New York
$265M -$13.5M -587,696 -5%
MIM
16
Morningstar Investment Management
Illinois
$247M -$8.93M -389,563 -4%
AC
17
Annandale Capital
Texas
$190M +$259K +11,279 +1%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$185M -$25.4M -1,109,800 -12%
UCFA
19
United Capital Financial Advisors
Texas
$182M +$1.32M +57,726 +0.7%
TPCW
20
TD Private Client Wealth
New York
$155M +$7.2M +313,799 +5%
NB
21
Norinchukin Bank
Japan
$138M +$4.8M +209,225 +4%
UBS Group
22
UBS Group
Switzerland
$128M -$10.1M -442,520 -7%
HCC
23
Hirtle Callaghan & Co
Pennsylvania
$121M
Ameriprise
24
Ameriprise
Minnesota
$119M -$12.7M -553,830 -10%
CCA
25
Cobblestone Capital Advisors
New York
$114M -$2.4M -104,854 -2%