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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 %
BP
251
BNP Paribas
France
$2.51M +$373K +16,220 +17%
CFP
252
Comprehensive Financial Planning
Pennsylvania
$2.5M +$2.5M +108,667 New
WFC
253
Western Financial Corp
California
$2.49M +$182K +7,911 +8%
CIBC World Market
254
CIBC World Market
Ontario, Canada
$2.47M -$1.35M -58,685 -35%
TCM
255
Twele Capital Management
Minnesota
$2.42M +$224K +9,727 +10%
KPWS
256
Kestra Private Wealth Services
Texas
$2.41M -$236K -10,277 -9%
SMI
257
Shelter Mutual Insurance
Missouri
$2.36M – – –
SI
258
Stonekeep Investments
New Mexico
$2.31M +$747K +32,517 +48%
VA
259
Valmark Advisers
Ohio
$2.31M +$386K +16,794 +20%
CIAS
260
Capital Investment Advisory Services
North Carolina
$2.25M +$117K +5,097 +5%
Citigroup
261
Citigroup
New York
$2.25M -$3.4K -148 -0.2%
GI
262
GAMMA Investing
California
$2.25M +$112K +4,894 +5%
MPW
263
MA Private Wealth
California
$2.2M -$83K -3,612 -4%
Jones Financial Companies
264
Jones Financial Companies
Missouri
$2.18M +$1.03M +44,923 +90%
GT
265
Greenleaf Trust
Michigan
$2.18M +$553K +24,077 +34%
BEC
266
Blue Edge Capital
Virginia
$2.18M +$79.2K +3,446 +4%
WB
267
WesBanco Bank
West Virginia
$2.1M +$274K +11,941 +15%
TFF
268
The Family Firm
Maryland
$2.06M +$228K +9,921 +12%
Wealthfront Advisers
269
Wealthfront Advisers
California
$2.05M +$602K +26,184 +41%
Canada Life
270
Canada Life
Manitoba, Canada
$2.04M -$165K -7,200 -7%
DWM
271
Dynasty Wealth Management
Florida
$2.04M +$1.19M +51,971 +142%
BCM
272
Brookstone Capital Management
Illinois
$2.02M -$189K -8,213 -9%
APWM
273
Anchor Pointe Wealth Management
Missouri
$1.99M +$1.99M +88,527 New
HWMC
274
Heritage Wealth Management (California)
California
$1.98M +$110K +4,780 +6%
HGWM
275
Horst & Graben Wealth Management
Oregon
$1.94M +$69.7K +3,033 +4%
9 10
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