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iShares US Treasury Bond ETF
GOVT

692 hedge funds and large institutions have $23.5B invested in iShares US Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 295 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 237

20% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 71

0% more capital invested

Capital invested by funds: $23.4B → $23.5B (+$79M)

0% less funds holding

Funds holding: 693 → 692 (-1)

0.41% less ownership

Funds ownership: 91.2% → 90.78% (-0.41%)

6% less funds holding in top 10

Funds holding in top 10: 63 → 59 (-4)

98% less call options, than puts

Call options by funds: $264K | Put options by funds: $14M

Holders
692
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
9.99%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
0.85%
New
85
Increased
295
Reduced
237
Closed
71
Calls
$264K
Puts
$14M
Net Calls
-$13.7M
Net Calls Change
-$13.8M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$191M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$162M
3
LPL Financial
LPL Financial
California
+$144M
4
Bank of America
Bank of America
North Carolina
+$128M
5
CA
Clearstead Advisors
Ohio
+$67M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$209M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$105M
3
Truist Financial
Truist Financial
North Carolina
-$85.6M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$66.8M
5
Asset Management One
Asset Management One
Japan
-$59.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
301
Roble Belko & Company
Pennsylvania
$1.16M -$490K -21,862 -30%
WC
302
Waterloo Capital
Texas
$1.16M +$158K +7,034 +16%
AWAU
303
Alliance Wealth Advisors (Utah)
Utah
$1.15M +$26.7K +1,192 +2%
PPWM
304
Paragon Private Wealth Management
Kentucky
$1.14M +$47.8K +2,130 +4%
WJA
305
Willis Johnson & Associates
Texas
$1.12M +$72.8K +3,248 +7%
SMI
306
Shelter Mutual Insurance
Missouri
$1.08M – – –
Jane Street
307
Jane Street
New York
$1.08M +$1.08M +48,000 New
AWM
308
Alterna Wealth Management
Texas
$1.08M +$129K +5,761 +14%
SWM
309
SigFig Wealth Management
California
$1.06M +$6.14K +274 +0.6%
RJT
310
Raymond James Trust
Florida
$1.04M – – –
I
311
INVST
Indiana
$1.04M +$82K +3,656 +9%
GVAG
312
Great Valley Advisor Group
Delaware
$1.04M +$1.03M +45,875 New
VWWMG
313
Vermillion & White Wealth Management Group
Pennsylvania
$1.03M +$10.1K +452 +1%
IA
314
Inspire Advisors
Idaho
$1.01M +$1M +44,821 New
TWC
315
TD Waterhouse Canada
Ontario, Canada
$1.01M +$146K +6,529 +17%
UB
316
Umpqua Bank
Oregon
$1.01M -$1.17M -52,307 -54%
CAAM
317
Cornerstone Advisors Asset Management
Pennsylvania
$1.01M – – –
NG
318
Norden Group
Utah
$1M -$437K -19,494 -31%
Qube Research & Technologies (QRT)
319
Qube Research & Technologies (QRT)
United Kingdom
$995K +$122K +5,444 +14%
PCA
320
Prosperity Capital Advisors
Ohio
$991K -$1.26M -56,084 -56%
SCI
321
Stableford Capital II
Arizona
$975K +$6.26K +279 +0.7%
BRWA
322
B. Riley Wealth Advisors
Florida
$973K -$910K -40,583 -48%
CC
323
Copperleaf Capital
North Carolina
$973K +$183K +8,153 +23%
UB
324
UMB Bank
Missouri
$972K +$13K +581 +1%
AWM
325
Apollon Wealth Management
South Carolina
$971K -$860K -38,344 -47%
11 12
13
14 15

GOVT Hedge Fund Activity: Q2 2024 in Review

692 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q2 2024, worth a combined $23.5B — up 0.34% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new GOVT positions and 71 closed out — a net gain of 14 holders — while 295 added to existing stakes and 237 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $209M.

  • 692 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q2 2024, down from 693 in Q1 2024.
  • Funds reported $23.5B of iShares US Treasury Bond ETF stock for Q2 2024, up 0.34% quarter-over-quarter.
  • 85 funds opened new iShares US Treasury Bond ETF positions in Q2 2024 and 71 closed out, a net change of +14 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q2 2024 was PNC Financial Services Group, an estimated $191M added.
  • The largest iShares US Treasury Bond ETF seller in Q2 2024 was Fidelity Investments, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2024.