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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 %
FFP
351
FourThought Financial Partners
Florida
$845K – – –
TVAMP
352
Tennessee Valley Asset Management Partners
Tennessee
$841K -$961K -42,205 -53%
SMWM
353
Silvia McColl Wealth Management
California
$836K +$38.8K +1,744 +5%
TRCT
354
Tower Research Capital (TRC)
New York
$834K -$464K -20,389 -36%
MFG
355
Merit Financial Group
Georgia
$830K -$1.14M -50,921 -58%
SXL
356
Summit X LLC
Missouri
$828K -$544K -23,885 -40%
AWA
357
Arete Wealth Advisors
Illinois
$813K +$2.6K +114 +0.3%
WS
358
Wedbush Securities
California
$805K +$9.57K +420 +1%
CWM
359
Certus Wealth Management
California
$805K -$173K -7,748 -18%
WP
360
WealthShield Partners
North Carolina
$798K +$83.8K +3,680 +12%
CC
361
Copperleaf Capital
North Carolina
$796K -$99.3K -4,360 -11%
KF
362
KKM Financial
Illinois
$795K +$795K +34,927 New
SFO
363
Stokes Family Office
Louisiana
$786K -$39.1K -1,716 -5%
HWMA
364
Heritage Wealth Management (Arizona)
Arizona
$777K -$4.49K -197 -0.6%
WAG
365
Wallace Advisory Group
California
$756K +$163K +7,064 +27%
AWM
366
Axxcess Wealth Management
California
$753K -$31.8K -1,398 -4%
MWM
367
Maripau Wealth Management
Indiana
$744K +$172K +7,544 +30%
IWN
368
Independent Wealth Network
Iowa
$732K -$3.78K -166 -0.5%
1WM
369
1900 Wealth Management
Texas
$731K -$524K -22,995 -42%
CWM
370
Cahaba Wealth Management
Georgia
$730K +$3.42K +150 +0.5%
MC
371
Middleton & Co
Massachusetts
$725K +$725K +31,825 New
SWC
372
Spectrum Wealth Counsel
Indiana
$722K +$311K +13,645 +76%
Fifth Third Bancorp
373
Fifth Third Bancorp
Ohio
$715K +$550K +24,174 +335%
KFGK
374
Keystone Financial Group (Kentucky)
Kentucky
$711K +$711K +31,209 New
SR
375
Syntax Research
Florida
$705K +$2.51K +110 +0.4%
13 14
15
16 17