GOVT icon

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 %
SA
276
Sovran Advisors
California
$1.92M +$1.92M +86,227 New
CHAM
277
Clear Harbor Asset Management
Connecticut
$1.92M +$1.57M +68,105 +444%
CNTOF
278
Canandaigua National Trust of Florida
New York
$1.89M +$1.37M +59,518 +261%
OP
279
ORG Partners
Indiana
$1.86M +$67.3K +2,929 +4%
BW
280
BIP Wealth
Georgia
$1.84M +$241K +10,507 +15%
SF
281
SWP Financial
California
$1.84M +$1.84M +80,123 New
KP
282
Keel Point
Alabama
$1.82M -$115K -4,990 -6%
Jane Street
283
Jane Street
New York
$1.81M -$2M -86,965 -52%
KWA
284
Kingswood Wealth Advisors
California
$1.81M +$134K +5,847 +8%
Focus Partners Wealth
285
Focus Partners Wealth
Massachusetts
$1.8M -$33.7K -1,465 -2%
SA
286
Stewardship Advisors
Pennsylvania
$1.79M -$3.63M -157,905 -67%
PFS
287
Prospera Financial Services
Texas
$1.79M +$11.3K +493 +0.6%
TWP
288
Triad Wealth Partners
Kansas
$1.78M +$1.04M +45,437 +142%
TWM
289
TSA Wealth Management
Texas
$1.77M +$87.3K +3,798 +5%
RBC
290
Roble Belko & Company
Pennsylvania
$1.77M +$586K +25,497 +50%
PB
291
Prime Buchholz
New Hampshire
$1.76M +$1.76M +76,437 New
IDA
292
Intelligence Driven Advisers
California
$1.73M -$555K -24,145 -24%
E3F
293
Eight 31 Financial
Texas
$1.72M – – –
QC
294
Quadrature Capital
United Kingdom
$1.7M +$649K +28,878 +62%
TF
295
Trek Financial
Arizona
$1.7M +$36.7K +1,597 +2%
BTI
296
Blue Trust Inc
Georgia
$1.69M +$25.6K +1,115 +2%
TA
297
TFB Advisors
Kansas
$1.63M +$175K +7,626 +12%
SWG
298
Summit Wealth Group
Vermont
$1.63M +$658K +28,614 +68%
HFA
299
High Falls Advisors
New York
$1.6M -$145K -6,296 -8%
IWA
300
Icon Wealth Advisors
Texas
$1.59M +$79K +3,439 +5%
10 11
12
13 14