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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 %
KFP
351
KMG Fiduciary Partners
Ohio
$1.1M +$700K +30,444 +177%
VHAM
352
Van Hulzen Asset Management
California
$1.09M -$193K -8,378 -15%
PWM
353
Pines Wealth Management
North Carolina
$1.09M +$1.09M +48,804 New
MFGM
354
Marshall Financial Group (Maryland)
Maryland
$1.07M -$12.6K -549 -1%
M
355
MATAURO
New York
$1.07M +$1.07M +46,392 New
SFO
356
Stokes Family Office
Louisiana
$1.03M +$259K +11,258 +33%
CFG
357
Certior Financial Group
Pennsylvania
$1.03M +$1.03M +44,802 New
CAAM
358
Cornerstone Advisors Asset Management
Pennsylvania
$1.02M – – –
JWM
359
JPL Wealth Management
Colorado
$1.02M +$1.02M +44,279 New
SWC
360
Spectrum Wealth Counsel
Indiana
$996K +$97.5K +4,242 +11%
SEIA
361
Signature Estate & Investment Advisors
California
$995K +$24.4K +1,061 +3%
AWM
362
Apollon Wealth Management
South Carolina
$962K -$36.4K -1,584 -4%
NG
363
Norden Group
Utah
$959K -$72.5K -3,155 -7%
AL
364
ADE LLC
Maryland
$956K +$165K +7,186 +21%
CC
365
Copperleaf Capital
North Carolina
$955K -$34.7K -1,508 -4%
BCM
366
Brasada Capital Management
Texas
$945K -$216K -9,707 -19%
RCM
367
Riggs Capital Management
Utah
$941K +$941K +40,963 New
TVM
368
True Vision MN
Minnesota
$939K -$21.3K -927 -2%
JC
369
JB Capital
Connecticut
$932K -$24.9K -1,082 -3%
BHWM
370
Bay Harbor Wealth Management
Maryland
$925K +$31.4K +1,365 +4%
BL
371
Balentine LLC
Georgia
$908K – – –
SCM
372
Stonehearth Capital Management
Massachusetts
$903K +$65.6K +2,853 +8%
KWM
373
Kingsview Wealth Management
Oregon
$903K +$116K +5,057 +15%
AIM
374
Advyzon Investment Management
Illinois
$903K +$903K +39,277 New
SWTS
375
Stonehaven Wealth & Tax Solutions
Wisconsin
$893K +$893K +38,856 New
13 14
15
16 17