GOVT icon

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 %
EAM
376
Empirical Asset Management
Massachusetts
$618K +$452K +60,535 +272%
AL
377
ADE LLC
Maryland
$614K +$48K +2,128 +8%
PFP
378
Pinnacle Financial Partners
Tennessee
$611K +$611K +27,085 New
Fisher Asset Management
379
Fisher Asset Management
Washington
$609K +$609K +26,997 New
CC
380
Cadinha & Co
Hawaii
$607K -$16K -707 -3%
TRCT
381
Tower Research Capital (TRC)
New York
$604K -$222K -9,837 -27%
PBF
382
Petix & Botte Financial
California
$600K -$11.5M -508,268 -95%
SAS
383
Stelac Advisory Services
New York
$597K – – –
BW
384
BIP Wealth
Georgia
$594K -$325K -14,412 -35%
ASN
385
Advisory Services Network
Georgia
$591K -$8.96K -397 -1%
DWG
386
Darden Wealth Group
Michigan
$585K -$104K -4,599 -15%
CSPIA
387
Cary Street Partners Investment Advisory
Virginia
$584K +$8.37K +371 +1%
GI
388
GAMMA Investing
California
$584K +$194K +8,601 +50%
Franklin Resources
389
Franklin Resources
California
$583K -$78.4K -3,474 -12%
CAM
390
Cobblestone Asset Management
Virginia
$580K +$32.4K +1,434 +6%
CFG
391
Citizens Financial Group
Rhode Island
$580K -$4.02K -178 -0.7%
SPAS
392
Spectrum Planning & Advisory Services
California
$578K +$578K +25,498 New
TWP
393
Tempus Wealth Planning
California
$574K +$8.76K +388 +2%
CIBC Private Wealth Group
394
CIBC Private Wealth Group
Georgia
$571K +$509K +22,477 +823%
HC
395
Hara Capital
Washington
$571K +$571K +25,283 New
WA
396
Waverly Advisors
Alabama
$569K +$28.8K +1,278 +5%
MWM
397
Mosley Wealth Management
California
$555K -$15.9K -704 -3%
WAG
398
Wallace Advisory Group
California
$554K -$186K -8,262 -25%
WWG
399
West Wealth Group
California
$550K -$15.5K -685 -3%
SR
400
Syntax Research
Florida
$548K -$151K -6,709 -22%
14 15
16
17 18