We are live on ! Find out more
GOVT icon

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
CWM
326
Certus Wealth Management
California
$950K +$136K +6,049 +17%
FPGK
327
Financial Partners Group (Kansas)
Kansas
$947K -$171K -7,636 -15%
BOM
328
Bank of Marin
California
$947K – – –
JC
329
JB Capital
Connecticut
$932K -$66.7K -2,974 -7%
SI
330
Stonekeep Investments
New Mexico
$922K +$916K +40,853 New
Citadel Advisors
331
Citadel Advisors
Florida
$920K -$432K -19,278 -32%
MIFH
332
Migdal Insurance & Financial Holdings
Israel
$919K – – –
TVM
333
True Vision MN
Minnesota
$916K +$43K +1,920 +5%
RA
334
RFG Advisory
Alabama
$909K +$230K +10,272 +34%
Lido Advisors
335
Lido Advisors
California
$892K +$50.8K +2,265 +6%
BHWM
336
Bay Harbor Wealth Management
Maryland
$882K -$3.07K -137 -0.3%
PFG
337
Pacific Financial Group
Washington
$882K +$1.59K +71 +0.2%
SWG
338
Summit Wealth Group
Vermont
$878K -$57.4K -2,561 -6%
BTWM
339
Baker Tilly Wealth Management
Wisconsin
$876K -$42.8K -1,908 -5%
VCP
340
Verus Capital Partners
Arizona
$875K +$288K +12,829 +49%
FM
341
Foster & Motley
Ohio
$874K +$5.92K +264 +0.7%
FHA
342
First Horizon Advisors
Tennessee
$862K -$27.3K -1,217 -3%
HPM
343
Hoxton Planning & Management
West Virginia
$851K -$496K -22,136 -37%
FFP
344
FourThought Financial Partners
Florida
$838K – – –
SMWM
345
Silvia McColl Wealth Management
California
$830K -$17.4K -774 -2%
SEIA
346
Signature Estate & Investment Advisors
California
$825K +$820K +36,550 New
KF
347
KKM Financial
Illinois
$820K +$15.3K +683 +2%
SWC
348
Spectrum Wealth Counsel
Indiana
$819K +$103K +4,590 +14%
WP
349
WealthShield Partners
North Carolina
$807K +$15.9K +709 +2%
SXL
350
Summit X LLC
Missouri
$805K -$15.4K -686 -2%
12 13
14
15 16

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.