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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
+$260M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$249M
3
Bank of America
Bank of America
North Carolina
+$189M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$95.2M
5
LPL Financial
LPL Financial
California
+$82.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$643M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
-$141M
3
HighTower Advisors
HighTower Advisors
Illinois
-$19.1M
4
SFC
Strategic Financial Concepts
Texas
-$18.9M
5
UBS Group
UBS Group
Switzerland
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
251
Citigroup
New York
$2.3M -$6.71K -286 -0.3%
BCM
252
Brookstone Capital Management
Illinois
$2.26M +$57.2K +2,438 +3%
Canada Life
253
Canada Life
Manitoba, Canada
$2.25M -$17.9K -761 -0.8%
TCM
254
Twele Capital Management
Minnesota
$2.24M +$422K +17,991 +23%
BP
255
BNP Paribas
France
$2.18M -$58.2K -2,483 -3%
CIAS
256
Capital Investment Advisory Services
North Carolina
$2.18M -$13K -554 -0.6%
GI
257
GAMMA Investing
California
$2.18M +$1.57M +66,951 +259%
National Bank of Canada
258
National Bank of Canada
Quebec, Canada
$2.17M +$188K +8,008 +9%
BEC
259
Blue Edge Capital
Virginia
$2.14M +$2.14M +91,411 New
CA
260
Calton & Associates
Florida
$2.09M +$2.09M +89,301 New
GVAG
261
Great Valley Advisor Group
Delaware
$2.03M +$959K +40,902 +89%
KP
262
Keel Point
Alabama
$1.97M -$45.1K -1,924 -2%
VA
263
Valmark Advisers
Ohio
$1.96M +$236K +10,060 +14%
Prudential Financial
264
Prudential Financial
New Jersey
$1.95M -$18K -773 -0.9%
HGWM
265
Horst & Graben Wealth Management
Oregon
$1.91M +$10.9K +466 +0.6%
HWMC
266
Heritage Wealth Management (California)
California
$1.91M -$39.5K -1,683 -2%
TFF
267
The Family Firm
Maryland
$1.87M +$367K +15,634 +24%
Focus Partners Wealth
268
Focus Partners Wealth
Massachusetts
$1.87M +$1.87M +79,611 New
WB
269
WesBanco Bank
West Virginia
$1.86M – – –
DWM
270
Dynasty Wealth Management
Florida
$1.85M +$1.85M +36,630 New
WC
271
Waterloo Capital
Texas
$1.84M +$633K +27,002 +53%
OP
272
ORG Partners
Indiana
$1.83M +$24K +1,024 +1%
PFS
273
Prospera Financial Services
Texas
$1.81M -$397K -16,922 -18%
LWM
274
Liberty Wealth Management
California
$1.81M -$430K -18,314 -19%
HFA
275
High Falls Advisors
New York
$1.78M +$339K +14,454 +23%
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