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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 %
Wealthfront Advisers
301
Wealthfront Advisers
California
$1.48M +$113K +4,803 +8%
WWA
302
WCG Wealth Advisors
Nevada
$1.45M +$1.03M +43,994 +248%
PFG
303
PAX Financial Group
Texas
$1.43M +$47.2K +2,013 +3%
CIA
304
Concurrent Investment Advisors
Florida
$1.41M +$1.83K +78 +0.1%
IA
305
Inspire Advisors
Idaho
$1.41M +$355K +15,147 +34%
PIA
306
Perennial Investment Advisors
California
$1.4M +$23.1K +987 +2%
AWP
307
Ascent Wealth Partners
New York
$1.39M -$58.8K -2,507 -4%
CFGS
308
Concourse Financial Group Securities
Alabama
$1.39M +$57K +2,430 +4%
VCP
309
Verus Capital Partners
Arizona
$1.37M +$70.1K +2,990 +5%
TCMP
310
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.36M -$138K -5,876 -9%
USCWA
311
U.S. Capital Wealth Advisors
Texas
$1.34M +$14K +597 +1%
CFG
312
Cosner Financial Group
Colorado
$1.32M – – –
FNWA
313
Financial Network Wealth Advisors
Utah
$1.32M -$145K -6,189 -10%
VHAM
314
Van Hulzen Asset Management
California
$1.31M -$41.7K -1,779 -3%
FMWA
315
Forvis Mazars Wealth Advisors
Missouri
$1.3M +$774K +33,000 +146%
OWA
316
One Wealth Advisors
California
$1.27M +$1.27M +54,192 New
LGWM
317
Litman Gregory Wealth Management
California
$1.27M +$755K +32,186 +147%
SCA
318
Snowden Capital Advisors
New York
$1.26M -$167K -7,113 -12%
BOM
319
Bank of Marin
California
$1.24M +$253K +10,788 +26%
BCM
320
Brasada Capital Management
Texas
$1.22M -$178K -7,628 -13%
PPWM
321
Paragon Private Wealth Management
Kentucky
$1.21M +$31.4K +1,341 +3%
RBC
322
Roble Belko & Company
Pennsylvania
$1.21M – – –
AWAU
323
Alliance Wealth Advisors (Utah)
Utah
$1.2M +$11.8K +504 +1%
GLA
324
Good Life Advisors
Pennsylvania
$1.2M +$1.2M +51,270 New
AWM
325
Alterna Wealth Management
Texas
$1.2M +$82.1K +3,500 +7%
11 12
13
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