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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

714 hedge funds and large institutions have $25.3B invested in iShares US Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 334 increasing their positions, 212 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
+28
Holders Change %
+4.08%
% of All Funds
10.33%
Holding in Top 10
65
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.04%
% of All Funds
0.94%
New
86
Increased
334
Reduced
212
Closed
48
Calls
$176K
Puts
$17.8M
Net Calls
-$17.6M
Net Calls Change
-$3.93M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$260M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$249M
3
Bank of America
Bank of America
North Carolina
+$189M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$95.2M
5
LPL Financial
LPL Financial
California
+$82.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$643M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
-$141M
3
HighTower Advisors
HighTower Advisors
Illinois
-$19.1M
4
SFC
Strategic Financial Concepts
Texas
-$18.9M
5
UBS Group
UBS Group
Switzerland
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JC
351
JB Capital
Connecticut
$976K +$7.5K +320 +0.8%
WA
352
Westfuller Advisors
New York
$967K +$967K +41,227 New
FHA
353
First Horizon Advisors
Tennessee
$966K +$70.4K +3,000 +8%
BRWA
354
B. Riley Wealth Advisors
Florida
$935K -$73.3K -3,132 -7%
BL
355
Balentine LLC
Georgia
$927K +$927K +39,514 New
P
356
&Partners
Tennessee
$927K +$927K +39,531 New
HPM
357
Hoxton Planning & Management
West Virginia
$923K +$38.4K +1,639 +4%
SWC
358
Spectrum Wealth Counsel
Indiana
$917K +$66K +2,814 +8%
BHWM
359
Bay Harbor Wealth Management
Maryland
$911K -$4.71K -201 -0.5%
BTWM
360
Baker Tilly Wealth Management
Wisconsin
$901K -$9.01K -384 -1%
FM
361
Foster & Motley
Ohio
$890K -$18.1K -770 -2%
ECA
362
Elevated Capital Advisors
Utah
$883K +$883K +37,635 New
PFG
363
Pacific Financial Group
Washington
$881K -$34.8K -1,482 -4%
CAG
364
Csenge Advisory Group
Florida
$880K +$206K +8,955 +31%
SAW
365
Signal Advisors Wealth
Michigan
$871K +$871K +37,160 New
FFP
366
FourThought Financial Partners
Florida
$870K – – –
DG
367
DMC Group
Alabama
$865K +$62.2K +2,652 +8%
NWAG
368
Net Worth Advisory Group
Utah
$863K +$863K +36,783 New
CTC
369
Central Trust Company
Missouri
$857K +$739K +31,500 +624%
SCM
370
Stonehearth Capital Management
Massachusetts
$855K +$304K +12,984 +55%
IWM
371
IHT Wealth Management
Illinois
$852K +$329K +14,033 +63%
WP
372
WealthShield Partners
North Carolina
$837K -$1.62K -69 -0.2%
AL
373
ADE LLC
Maryland
$807K +$169K +7,211 +27%
KWM
374
Kingsview Wealth Management
Oregon
$803K -$27.6K -1,179 -3%
CAM
375
Costello Asset Management
Pennsylvania
$795K +$795K +33,881 New
13 14
15
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