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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

686 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 83 funds opening new positions, 292 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
9.98%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
0.83%
New
83
Increased
292
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
+$193M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$163M
3
LPL Financial
LPL Financial
California
+$145M
4
Bank of America
Bank of America
North Carolina
+$129M
5
CA
Clearstead Advisors
Ohio
+$67.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$210M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
-$142M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$105M
4
Truist Financial
Truist Financial
North Carolina
-$86.1M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$66.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPGK
326
Financial Partners Group (Kansas)
Kansas
$947K -$172K -7,636 -15%
BOM
327
Bank of Marin
California
$947K – – –
JC
328
JB Capital
Connecticut
$932K -$67.1K -2,974 -7%
SI
329
Stonekeep Investments
New Mexico
$922K +$922K +40,853 New
Citadel Advisors
330
Citadel Advisors
Florida
$920K -$435K -19,278 -32%
MIFH
331
Migdal Insurance & Financial Holdings
Israel
$919K – – –
TVM
332
True Vision MN
Minnesota
$916K +$43.3K +1,920 +5%
RA
333
RFG Advisory
Alabama
$909K +$232K +10,272 +34%
Lido Advisors
334
Lido Advisors
California
$892K +$51.1K +2,265 +6%
BHWM
335
Bay Harbor Wealth Management
Maryland
$882K -$3.09K -137 -0.3%
PFG
336
Pacific Financial Group
Washington
$882K +$1.6K +71 +0.2%
SWG
337
Summit Wealth Group
Vermont
$878K -$57.8K -2,561 -6%
BTWM
338
Baker Tilly Wealth Management
Wisconsin
$876K -$43.1K -1,908 -5%
FM
339
Foster & Motley
Ohio
$874K +$5.96K +264 +0.7%
FHA
340
First Horizon Advisors
Tennessee
$862K -$27.5K -1,217 -3%
HPM
341
Hoxton Planning & Management
West Virginia
$851K -$500K -22,136 -37%
FFP
342
FourThought Financial Partners
Florida
$838K – – –
SMWM
343
Silvia McColl Wealth Management
California
$830K -$17.5K -774 -2%
SEIA
344
Signature Estate & Investment Advisors
California
$825K +$825K +36,550 New
KF
345
KKM Financial
Illinois
$820K +$15.7K +683 +2%
SWC
346
Spectrum Wealth Counsel
Indiana
$819K +$104K +4,590 +14%
WP
347
WealthShield Partners
North Carolina
$807K +$16K +709 +2%
SXL
348
Summit X LLC
Missouri
$805K -$15.5K -686 -2%
TPW
349
Transatlantique Private Wealth
New York
$799K -$69.3K -3,069 -8%
KWM
350
Kingsview Wealth Management
Oregon
$799K +$144K +6,389 +22%
12 13
14
15 16