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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
LPL Financial
California
$2.23B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.44B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.14B
4
Bank of America
Bank of America
North Carolina
$8.26B
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$579M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$473M
2
Goldman Sachs
Goldman Sachs
New York
$9.41M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
$142M
4
AllianceBernstein
AllianceBernstein
Tennessee
$25.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
376
Csenge Advisory Group
Florida
$704K +$119K +5,236 +20%
TPWA
377
TRUE Private Wealth Advisors
Oregon
$698K +$46.4K +2,036 +7%
DWG
378
Darden Wealth Group
Michigan
$695K – – –
RA
379
RFG Advisory
Alabama
$684K -$442K -19,407 -39%
CG
380
Clifford Group
Massachusetts
$678K +$70.5K +3,098 +12%
AP
381
Americana Partners
Texas
$670K +$246K +10,786 +58%
Franklin Resources
382
Franklin Resources
California
$668K +$46.7K +2,051 +8%
DG
383
DMC Group
Alabama
$662K +$239K +10,485 +56%
KWM
384
Kingsview Wealth Management
Oregon
$661K -$72.9K -3,201 -10%
SHIM
385
Stone House Investment Management
Pennsylvania
$659K +$107K +4,701 +19%
CBFP
386
Cedar Brook Financial Partners
Ohio
$655K +$300K +13,165 +84%
PA
387
PFG Advisors
Arizona
$650K -$769K -33,758 -54%
FNBT
388
FineMark National Bank & Trust
Florida
$632K +$632K +27,746 New
Corient Private Wealth
389
Corient Private Wealth
Florida
$631K -$32.6K -1,433 -5%
MFA
390
Mayflower Financial Advisors
Massachusetts
$631K -$42.7K -1,874 -6%
CC
391
Cadinha & Co
Hawaii
$629K +$24.8K +1,090 +4%
NWMG
392
National Wealth Management Group
Ohio
$610K +$75.4K +3,311 +14%
OC
393
Oakworth Capital
Alabama
$609K +$150K +6,576 +33%
NB
394
NBT Bank
New York
$607K -$250K -10,980 -29%
ASN
395
Advisory Services Network
Georgia
$606K +$143K +6,268 +31%
SAS
396
Stelac Advisory Services
New York
$602K +$433K +18,997 +255%
VCP
397
Verus Capital Partners
Arizona
$591K +$152K +6,696 +35%
HSA
398
HBK Sorce Advisory
Pennsylvania
$590K +$87.8K +3,858 +17%
CFG
399
Citizens Financial Group
Rhode Island
$589K -$62.9K -2,761 -10%
CSPIA
400
Cary Street Partners Investment Advisory
Virginia
$581K -$191K -8,378 -25%
14 15
16
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