GOVT icon

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 %
JPT
326
Jordan Park Trust
New Hampshire
$1.34M +$1.34M +58,246 New
USCWA
327
U.S. Capital Wealth Advisors
Texas
$1.34M +$24.2K +1,053 +2%
PFG
328
PAX Financial Group
Texas
$1.32M -$74.7K -3,251 -5%
CFG
329
Cosner Financial Group
Colorado
$1.29M – – –
FPAS
330
Focus Partners Advisor Solutions
Missouri
$1.29M -$199K -8,666 -13%
FMWA
331
Forvis Mazars Wealth Advisors
Missouri
$1.28M +$666 +29 +0.1%
TF
332
TME Financial
California
$1.26M +$1.26M +53,913 New
C1AG
333
Client 1st Advisory Group
Florida
$1.24M -$462K -20,107 -27%
SCA
334
Snowden Capital Advisors
New York
$1.23M -$1.13K -49 -0.1%
CFGS
335
Concourse Financial Group Securities
Alabama
$1.23M -$97.3K -4,330 -7%
VT
336
Vise Technologies
New York
$1.22M +$1.22M +53,270 New
CP
337
Clarendon Private
Massachusetts
$1.22M +$1.22M +53,125 New
WC
338
Waterloo Capital
Texas
$1.22M -$581K -25,284 -32%
BOM
339
Bank of Marin
California
$1.21M – – –
TCMP
340
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.2M -$128K -5,564 -10%
CWM
341
Certus Wealth Management
California
$1.2M +$62.1K +2,749 +5%
FA
342
Fedenia Advisers
Wisconsin
$1.19M +$1.19M +51,972 New
VCP
343
Verus Capital Partners
Arizona
$1.18M -$161K -7,023 -12%
HWM
344
HB Wealth Management
Georgia
$1.17M +$1.17M +50,757 New
OIA
345
OneDigital Investment Advisors
Kansas
$1.16M -$374K -16,255 -24%
IWA
346
Integrity Wealth Advisors
California
$1.16M +$1.16M +50,473 New
BWA
347
Bestgate Wealth Advisors
Maryland
$1.15M +$1.15M +50,198 New
PIA
348
Perennial Investment Advisors
California
$1.15M -$225K -9,802 -16%
WJA
349
Willis Johnson & Associates
Texas
$1.14M -$14.9K -649 -1%
SWM
350
SigFig Wealth Management
California
$1.1M +$30.1K +1,340 +3%
12 13
14
15 16