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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 %
APW
301
Austin Private Wealth
Texas
$1.59M +$18.1K +788 +1%
SWM
302
Spire Wealth Management
Virginia
$1.59M -$157K -6,817 -9%
ECA
303
Elevated Capital Advisors
Utah
$1.58M +$718K +31,241 +83%
MMA
304
Miracle Mile Advisors
California
$1.57M +$1.34M +58,383 +584%
CWP
305
Cyndeo Wealth Partners
Florida
$1.57M +$99.7K +4,337 +7%
WAS
306
Wealth Advisory Solutions
Indiana
$1.55M +$84.9K +3,694 +6%
SFA
307
Sequoia Financial Advisors
Ohio
$1.54M +$41.6K +1,809 +3%
AW
308
Alteri Wealth
California
$1.52M +$1.52M +66,183 New
LWM
309
Liberty Wealth Management
California
$1.51M -$251K -10,986 -14%
IUHSA
310
Itau Unibanco Holding S.A.
Brazil
$1.51M -$111M -4,454,283 -99%
BW
311
BostonPremier Wealth
Massachusetts
$1.49M +$1.49M +64,868 New
P
312
&Partners
Tennessee
$1.48M +$596K +26,554 +67%
AWP
313
Ascent Wealth Partners
New York
$1.47M +$110K +4,768 +8%
PA
314
PFG Advisors
Arizona
$1.46M -$97.8K -4,257 -6%
WWA
315
WCG Wealth Advisors
Nevada
$1.45M +$32.2K +1,400 +2%
HI
316
Harbour Investments
Wisconsin
$1.43M -$107K -4,659 -7%
TWC
317
TD Waterhouse Canada
Ontario, Canada
$1.42M +$352K +15,296 +33%
AWM
318
Avondale Wealth Management
Texas
$1.42M -$151K -6,588 -10%
TPWA
319
Twin Peaks Wealth Advisors
California
$1.41M -$72K -3,132 -5%
CIA
320
Concurrent Investment Advisors
Florida
$1.41M +$24.9K +1,084 +2%
VCA
321
Verdence Capital Advisors
Maryland
$1.39M -$166K -7,211 -11%
AWAU
322
Alliance Wealth Advisors (Utah)
Utah
$1.39M +$208K +9,062 +18%
IA
323
Inspire Advisors
Idaho
$1.35M -$32.1K -1,397 -2%
OWA
324
One Wealth Advisors
California
$1.35M +$100K +4,372 +8%
PPWM
325
Paragon Private Wealth Management
Kentucky
$1.34M +$151K +6,558 +13%
11 12
13
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