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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$473M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.41M
3
HCC
3
Hirtle Callaghan & Co
Pennsylvania
$142M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$25.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWA
326
WCG Wealth Advisors
Nevada
$961K -$777K -34,121 -45%
AWM
327
Alterna Wealth Management
Texas
$956K -$565K -24,803 -37%
BOM
328
Bank of Marin
California
$955K +$40.2K +1,764 +4%
HFA
329
High Falls Advisors
New York
$947K -$351K -15,412 -27%
SWG
330
Summit Wealth Group
Vermont
$945K +$44.2K +1,939 +5%
FW
331
FirstPurpose Wealth
Utah
$942K +$7.37K +331 +0.8%
MIFH
332
Migdal Insurance & Financial Holdings
Israel
$928K +$928K +40,739 New
BW
333
BIP Wealth
Georgia
$927K +$668K +29,333 +257%
BTWM
334
Baker Tilly Wealth Management
Wisconsin
$927K -$1.07M -46,893 -54%
SAW
335
Signal Advisors Wealth
Michigan
$904K +$283K +12,417 +46%
FHA
336
First Horizon Advisors
Tennessee
$897K +$196K +8,613 +28%
BHWM
337
Bay Harbor Wealth Management
Maryland
$893K +$116K +5,089 +15%
PFG
338
Pacific Financial Group
Washington
$888K +$46K +2,018 +5%
Principal Financial Group
339
Principal Financial Group
Iowa
$888K -$21.5K -944 -2%
Qube Research & Technologies (QRT)
340
Qube Research & Technologies (QRT)
United Kingdom
$880K -$980K -43,054 -53%
TPW
341
Transatlantique Private Wealth
New York
$876K – – –
FM
342
Foster & Motley
Ohio
$875K -$5.94K -261 -0.7%
T
343
TNF
Montana
$875K -$1.68M -75,761 -66%
RF
344
RHS Financial
California
$874K +$13.8K +608 +2%
Bank of Montreal
345
Bank of Montreal
Ontario, Canada
$869K -$184K -7,879 -17%
TVM
346
True Vision MN
Minnesota
$856K +$219K +9,885 +34%
IAN
347
Integrated Advisors Network
Texas
$849K -$240K -10,542 -22%
MC
348
Moors & Cabot
Massachusetts
$849K +$89.1K +3,914 +12%
Lido Advisors
349
Lido Advisors
California
$848K +$53.5K +2,348 +7%
MHB
350
Midwest Heritage Bank
Iowa
$847K -$348K -15,302 -29%
12 13
14
15 16