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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

779 hedge funds and large institutions have $27.9B invested in iShares US Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 315 increasing their positions, 251 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+65
Holders Change %
+9.1%
% of All Funds
10.37%
Holding in Top 10
66
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.54%
% of All Funds
0.88%
New
133
Increased
315
Reduced
251
Closed
52
Calls
$471K
Puts
$17.4M
Net Calls
-$16.9M
Net Calls Change
+$751K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$9.74B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.13B
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$497M
4
Charles Schwab
4
Charles Schwab
California
$462M
5
LPL Financial
5
LPL Financial
California
$2.6B

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$442M
3
HCC
3
Hirtle Callaghan & Co
Pennsylvania
$119M
4
IUHSA
4
Itau Unibanco Holding S.A.
Brazil
$1.51M
5
GI
5
GLOBALT Investments
Georgia
$3.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
226
Regal Investment Advisors
Michigan
$3.28M -$2.59M -112,497 -44%
CIAS
227
CFS Investment Advisory Services
New Jersey
$3.26M +$61.4K +2,672 +2%
M&T Bank
228
M&T Bank
New York
$3.21M +$191K +8,329 +6%
KW
229
KWB Wealth
California
$3.17M -$494K -21,072 -13%
FAG
230
Fortitude Advisory Group
Washington
$3.16M -$40.2K -1,750 -1%
SL
231
SWMG LLC
Texas
$3.15M +$211K +9,408 +7%
D
232
Dentgroup
Louisiana
$3.06M -$2.71M -118,088 -47%
LA
233
LVW Advisors
New York
$3.02M +$74.7K +3,252 +3%
SRWM
234
Shira Ridge Wealth Management
California
$3.02M +$739K +32,140 +32%
CFS
235
Coordinated Financial Services
Colorado
$3M +$3M +130,622 New
SAG
236
SageView Advisory Group
California
$3M +$2.61M +113,442 +666%
BBWP
237
Beacon Bridge Wealth Partners
Pennsylvania
$2.97M -$2.76M -120,036 -48%
ASN
238
Advisory Services Network
Georgia
$2.96M +$2.36M +102,649 +392%
SCM
239
Sollinda Capital Management
Florida
$2.95M +$201K +8,728 +7%
PAG
240
Paladin Advisory Group
Iowa
$2.84M -$4.42M -192,274 -61%
SWP
241
Stratos Wealth Partners
Ohio
$2.81M -$816K -35,495 -22%
SPWM
242
Spartan Planning & Wealth Management
North Carolina
$2.7M +$2.7M +117,433 New
NG
243
Novem Group
New York
$2.69M +$2.69M +117,115 New
WIP
244
WealthCare Investment Partners
Rhode Island
$2.66M +$111K +4,946 +4%
SVWG
245
Shared Vision Wealth Group
United States
$2.66M -$53.8K -2,340 -2%
CCG
246
Catalina Capital Group
California
$2.66M -$794K -34,567 -23%
4A
247
4Wealth Advisors
Illinois
$2.65M +$2.65M +115,124 New
AG
248
Ascent Group
Virginia
$2.64M -$161K -6,996 -6%
WA
249
Westfuller Advisors
New York
$2.6M +$1.65M +71,870 +174%
BNP Paribas Financial Markets
250
BNP Paribas Financial Markets
France
$2.59M +$2.59M +112,600 New
8 9
10
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