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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 %
TVAMP
351
Tennessee Valley Asset Management Partners
Tennessee
$798K -$35.7K -1,583 -4%
DG
352
DMC Group
Alabama
$773K +$117K +5,179 +18%
WS
353
Wedbush Securities
California
$756K -$42K -1,859 -5%
SFO
354
Stokes Family Office
Louisiana
$753K -$26.1K -1,156 -3%
Corient Private Wealth
355
Corient Private Wealth
Florida
$745K +$119K +5,280 +19%
CWM
356
Cahaba Wealth Management
Georgia
$739K +$15K +663 +2%
MWM
357
Maripau Wealth Management
Indiana
$738K +$1.06K +47 +0.1%
FNBT
358
FineMark National Bank & Trust
Florida
$738K +$112K +4,946 +18%
PCG
359
Prosperity Consulting Group
Maryland
$727K -$679K -30,064 -48%
IWN
360
Independent Wealth Network
Iowa
$705K -$20.4K -906 -3%
CG
361
Clifford Group
Massachusetts
$702K +$30.1K +1,332 +4%
CFD
362
Creative Financial Designs
Indiana
$700K +$309K +13,690 +79%
AWA
363
Arete Wealth Advisors
Illinois
$697K -$110K -4,856 -14%
MC
364
Moors & Cabot
Massachusetts
$692K -$150K -6,627 -18%
CWM
365
Cherrydale Wealth Management
New Jersey
$691K -$323K -14,304 -32%
LA
366
Lane & Associates
New Jersey
$688K +$688K +30,468 New
SHIM
367
Stone House Investment Management
Pennsylvania
$685K +$32.6K +1,446 +5%
RF
368
RHS Financial
California
$679K -$187K -8,275 -22%
NWMG
369
National Wealth Management Group
Ohio
$671K +$66.6K +2,951 +11%
Betterment LLC
370
Betterment LLC
New York
$669K +$207K +9,176 +45%
CAG
371
Csenge Advisory Group
Florida
$661K -$36.5K -1,616 -5%
CAS
372
Coppell Advisory Solutions
Texas
$634K +$634K +28,079 New
OC
373
Oakworth Capital
Alabama
$628K +$24.9K +1,101 +4%
HWMA
374
Heritage Wealth Management (Arizona)
Arizona
$628K -$142K -6,310 -18%
HFO
375
Heritage Family Offices
Arizona
$628K +$628K +27,820 New
13 14
15
16 17