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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

714 hedge funds and large institutions have $25.3B invested in iShares US Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 334 increasing their positions, 212 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
+28
Holders Change %
+4.08%
% of All Funds
10.33%
Holding in Top 10
65
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.04%
% of All Funds
0.94%
New
86
Increased
334
Reduced
212
Closed
48
Calls
$176K
Puts
$17.8M
Net Calls
-$17.6M
Net Calls Change
-$3.93M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$1.53B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.59B
3
Bank of America
Bank of America
North Carolina
$8.83B
4
AllianceBernstein
AllianceBernstein
Tennessee
$176M
5
LPL Financial
LPL Financial
California
$2.53B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$618M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$139M
3
HighTower Advisors
HighTower Advisors
Illinois
$10.7M
4
SFC
Strategic Financial Concepts
Texas
$728K
5
UBS Group
UBS Group
Switzerland
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNWM
226
Financial Network Wealth Management
Utah
$3.34M +$273K +11,650 +9%
EW
227
Element Wealth
Mississippi
$3.3M +$126K +5,390 +4%
FAG
228
Fortitude Advisory Group
Washington
$3.27M – – –
CIAS
229
CFS Investment Advisory Services
New Jersey
$3.26M -$229K -9,767 -7%
SWA
230
Stratos Wealth Advisors
Ohio
$3.26M +$51K +2,173 +2%
DWT
231
Dorsey & Whitney Trust
South Dakota
$3.14M – – –
M&T Bank
232
M&T Bank
New York
$3.08M -$1.22M -52,033 -28%
AC
233
Addison Capital
Pennsylvania
$3.08M +$594K +25,349 +24%
LA
234
LVW Advisors
New York
$3.01M +$100K +4,272 +3%
SL
235
SWMG LLC
Texas
$2.95M +$288K +12,730 +11%
AG
236
Ascent Group
Virginia
$2.85M -$56.7K -2,420 -2%
AA
237
Axiom Advisory
California
$2.81M +$775K +33,459 +38%
SCM
238
Sollinda Capital Management
Florida
$2.8M -$11.1K -474 -0.4%
SVWG
239
Shared Vision Wealth Group
United States
$2.77M +$271K +11,575 +11%
KPWS
240
Kestra Private Wealth Services
Texas
$2.7M -$1.93M -82,160 -42%
WIP
241
WealthCare Investment Partners
Rhode Island
$2.62M +$188K +8,146 +8%
Pictet Asset Management
242
Pictet Asset Management
Switzerland
$2.55M -$835K -35,603 -25%
MIS
243
Morningstar Investment Services
Illinois
$2.47M +$20.3K +863 +0.8%
SMI
244
Shelter Mutual Insurance
Missouri
$2.39M +$1.3M +57,250 +119%
SW
245
Simplicity Wealth
New Jersey
$2.37M +$254K +10,824 +12%
WFC
246
Western Financial Corp
California
$2.36M -$1.41M -60,275 -37%
IDA
247
Intelligence Driven Advisers
California
$2.33M -$73.8K -3,149 -3%
MFG
248
Merit Financial Group
Georgia
$2.33M +$1.85M +78,969 +388%
MPW
249
MA Private Wealth
California
$2.33M -$390K -16,626 -14%
SRWM
250
Shira Ridge Wealth Management
California
$2.33M +$2.33M +99,155 New
8 9
10
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