US Treasury 5 Year Note ETF
UFIV • NASDAQ
US Treasury 5 Year Note ETF is an exchange-traded fund on NASDAQ. As of Q3 2025, 13 institutional investors hold shares in this ETF, with total holdings valued at $15.8M. SUSQUEHANNA INTERNATIONAL GROUP, LLP is the largest holder with a position valued at $4.5M.
Overview
Overview of institutional ownership in UFIV as of Q3 2025
All Institutions
- Institutions
- 13
- Value Held
- $15.8M
- Shares Held
- 320.3K
- Avg Position
- $1.2M
- Median Position
- $915.0K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $1.5M
- Shares Held
- 31.0K
- Avg Position
- $1.5M
- Median Position
- $1.5M
Biggest Investors
Institutions with the largest positions in UFIV as of Q3 2025
| Institution | Position Value |
|---|---|
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $4.5M 0.01% of portfolio |
 Janney Montgomery Scott LLC RIA/Wealth | $3.2M 0.01% of portfolio |
C CENTRAL TRUST & INVESTMENT CO Institution | $2.4M 0.05% of portfolio |
 F/M Investments LLC ETF Provider | $1.6M 0.06% of portfolio |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.5M 0.00% of portfolio |
 Crew Capital Management, Ltd. RIA/Wealth | $964.4K 0.65% of portfolio |
T THOROUGHBRED FINANCIAL SERVICES, LLC RIA/Wealth | $915.0K 0.06% of portfolio |
J JANE STREET GROUP, LLC Institution | $336.7K 0.00% of portfolio |
 Valtinson Bruner Financial Planning LLC RIA/Wealth | $223.8K 0.07% of portfolio |
 Coastal Investment Advisors, Inc. RIA/Wealth | $85.5K 0.03% of portfolio |
Net Capital Flow
Institutional buying and selling activity for UFIV in Q3 2025
- Traded
- −$21.3M
- Buyers
- 7
- Sellers
- 7
- Total Bought
- +$4.6M
- Total Sold
- −$25.9M
- Avg Position
- $987.9K
Biggest Buyers
| Institution | Net Bought |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$3.3M +66.0K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$502.8K +10.2K shares |
Janney Montgomery Scott LLC RIA/Wealth | +$450.9K +9.1K shares |
J JANE STREET GROUP, LLC Institution | +$336.7K +6.8K shares |
Crew Capital Management, Ltd. RIA/Wealth | +$72.1K +1.5K shares |
A Advisor Group Holdings, Inc. Institution | +$9.9K +200.0 shares |
Valtinson Bruner Financial Planning LLC RIA/Wealth | +$1.8K +36.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Advocacy Wealth Management Services, LLC RIA/Wealth | −$18.8M −382.1K shares |
 Signal Advisors Wealth, LLC RIA/Wealth | −$6.0M −122.3K shares |
F/M Investments LLC ETF Provider | −$676.7K −13.7K shares |
T THOROUGHBRED FINANCIAL SERVICES, LLC RIA/Wealth | −$216.5K −4.4K shares |
H HUNTINGTON NATIONAL BANK Long Only Manager | −$121.4K −2.5K shares |
Coastal Investment Advisors, Inc. RIA/Wealth | −$59.0K −1.2K shares |
C CENTRAL TRUST & INVESTMENT CO Institution | −$48.1K −975.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited UFIV in Q3 2025
- New Positions
- 1
- New Value
- $9.9K
- Exited Positions
- 3
- Exited Value
- $24.9M
New Positions
| Institution | Position Value |
|---|---|
A Advisor Group Holdings, Inc. Institution | $9.9K 200.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Advocacy Wealth Management Services, LLC RIA/Wealth | $18.8M 382.1K shares |
Signal Advisors Wealth, LLC RIA/Wealth | $6.0M 122.3K shares |
H HUNTINGTON NATIONAL BANK Long Only Manager | $121.4K 2.5K shares |
Options Activity
Institutions with the largest Call and Put options positions in UFIV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with UFIV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Crew Capital Management, Ltd. RIA/Wealth | 0.65% $964.4K |
Valtinson Bruner Financial Planning LLC RIA/Wealth | 0.07% $223.8K |
F/M Investments LLC ETF Provider | 0.06% $1.6M |
T THOROUGHBRED FINANCIAL SERVICES, LLC RIA/Wealth | 0.06% $915.0K |
C CENTRAL TRUST & INVESTMENT CO Institution | 0.05% $2.4M |
Coastal Investment Advisors, Inc. RIA/Wealth | 0.03% $85.5K |
Janney Montgomery Scott LLC RIA/Wealth | 0.01% $3.2M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | 0.01% $4.5M |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | 0.00% $1.5M |
J JANE STREET GROUP, LLC Institution | 0.00% $336.7K |
Hedge Fund Spotlight
Discover hedge funds investing in UFIV
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in US Treasury 5 Year Note ETF
- Market Value
- $1.5M
- Shares Held
- 31.0K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
