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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

689 hedge funds and large institutions have $23.4B invested in iShares US Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 311 increasing their positions, 226 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
9.99%
Holding in Top 10
61
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-16.44%
% of All Funds
0.88%
New
80
Increased
311
Reduced
226
Closed
77
Calls
$485K
Puts
$419K
Net Calls
+$66K
Net Calls Change
+$26.5M

Top Buyers

1
LPL Financial
LPL Financial
California
$2.23B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.44B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.14B
4
Bank of America
Bank of America
North Carolina
$8.26B
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$579M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$473M
2
Goldman Sachs
Goldman Sachs
New York
$9.41M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
$142M
4
AllianceBernstein
AllianceBernstein
Tennessee
$25.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
301
Focus Partners Advisor Solutions
Missouri
$1.22M -$136K -5,966 -10%
GM
302
GeoWealth Management
Illinois
$1.2M -$523K -22,960 -30%
Wealthfront Advisers
303
Wealthfront Advisers
California
$1.19M +$84.6K +3,715 +8%
AC
304
Addison Capital
Pennsylvania
$1.18M +$1.18M +51,860 New
GWSA
305
Global Wealth Strategies & Associates
Colorado
$1.15M -$3.63M -159,293 -76%
TWC
306
TD Waterhouse Canada
Ontario, Canada
$1.14M +$160K +5,348 +16%
AWAU
307
Alliance Wealth Advisors (Utah)
Utah
$1.13M +$104K +4,576 +10%
FPGK
308
Financial Partners Group (Kansas)
Kansas
$1.13M +$811K +35,639 +255%
PPWM
309
Paragon Private Wealth Management
Kentucky
$1.1M +$1.1M +48,239 New
SMI
310
Shelter Mutual Insurance
Missouri
$1.09M – – –
PFG
311
PAX Financial Group
Texas
$1.09M +$848K +37,260 +348%
MPW
312
MA Private Wealth
California
$1.08M -$130K -5,712 -11%
LNC
313
Lincoln National Corp
Pennsylvania
$1.07M -$72.3K -3,175 -6%
SWM
314
SigFig Wealth Management
California
$1.06M +$253K +11,102 +31%
WJA
315
Willis Johnson & Associates
Texas
$1.06M -$9.88K -434 -0.9%
RJT
316
Raymond James Trust
Florida
$1.05M +$195K +8,543 +23%
OIA
317
OneDigital Investment Advisors
Kansas
$1.04M -$129K -5,654 -11%
CWM
318
Cherrydale Wealth Management
New Jersey
$1.02M +$1.02M +44,923 New
CAAM
319
Cornerstone Advisors Asset Management
Pennsylvania
$1.01M – – –
WC
320
Waterloo Capital
Texas
$1.01M -$201K -8,827 -17%
JC
321
JB Capital
Connecticut
$1.01M +$242K +10,632 +32%
SCA
322
Snowden Capital Advisors
New York
$988K +$239K +10,488 +32%
UB
323
UMB Bank
Missouri
$968K – – –
SCI
324
Stableford Capital II
Arizona
$965K -$39.9K -1,751 -4%
I
325
INVST
Indiana
$961K +$726K +32,265 +309%
11 12
13
14 15