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iShares US Treasury Bond ETF
GOVT

692 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 85 funds opening new positions, 295 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 237

20% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 71

0% more capital invested

Capital invested by funds: $23.4B → $23.5B (+$79M)

0% less funds holding

Funds holding: 693 → 692 (-1)

0.41% less ownership

Funds ownership: 91.2% → 90.78% (-0.41%)

6% less funds holding in top 10

Funds holding in top 10: 63 → 59 (-4)

98% less call options, than puts

Call options by funds: $264K | Put options by funds: $14M

Holders
692
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
9.99%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
0.85%
New
85
Increased
295
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
+$191M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$162M
3
LPL Financial
LPL Financial
California
+$144M
4
Bank of America
Bank of America
North Carolina
+$128M
5
CA
Clearstead Advisors
Ohio
+$67M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$209M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$105M
3
Truist Financial
Truist Financial
North Carolina
-$85.6M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$66.8M
5
Asset Management One
Asset Management One
Japan
-$59.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
376
Heritage Wealth Management (Arizona)
Arizona
$628K -$141K -6,310 -18%
HFO
377
Heritage Family Offices
Arizona
$628K +$624K +27,820 New
EAM
378
Empirical Asset Management
Massachusetts
$618K +$1.36M +60,535 +272%
AL
379
ADE LLC
Maryland
$614K +$47.7K +2,128 +8%
PFPT
380
Pinnacle Financial Partners (Tennessee)
Tennessee
$611K +$607K +27,085 New
Fisher Asset Management
381
Fisher Asset Management
Washington
$609K +$605K +26,997 New
CC
382
Cadinha & Co
Hawaii
$607K -$15.9K -707 -3%
TRCT
383
Tower Research Capital (TRC)
New York
$604K -$221K -9,837 -27%
PBF
384
Petix & Botte Financial
California
$600K -$11.4M -508,268 -95%
SAS
385
Stelac Advisory Services
New York
$597K – – –
BW
386
BIP Wealth
Georgia
$594K -$323K -14,412 -35%
ASN
387
Advisory Services Network
Georgia
$591K -$8.9K -397 -1%
DWG
388
Darden Wealth Group
Michigan
$585K -$103K -4,599 -15%
CSPIA
389
Cary Street Partners Investment Advisory
Virginia
$584K +$8.32K +371 +1%
GI
390
GAMMA Investing
California
$584K +$193K +8,601 +50%
Franklin Resources
391
Franklin Resources
California
$583K -$77.9K -3,474 -12%
CAM
392
Cobblestone Asset Management
Virginia
$580K +$32.2K +1,434 +6%
CFG
393
Citizens Financial Group
Rhode Island
$580K -$3.99K -178 -0.7%
SPAS
394
Spectrum Planning & Advisory Services
California
$578K +$572K +25,498 New
TWP
395
Tempus Wealth Planning
California
$574K +$8.7K +388 +2%
CIBC Private Wealth Group
396
CIBC Private Wealth Group
Georgia
$571K +$504K +22,477 +823%
HC
397
Hara Capital
Washington
$571K +$567K +25,283 New
WA
398
Waverly Advisors
Alabama
$569K +$28.7K +1,278 +5%
IFG
399
Independent Financial Group
California
$563K +$46.8K +2,086 +9%
MWM
400
Mosley Wealth Management
California
$555K -$15.8K -704 -3%
14 15
16
17 18

GOVT Hedge Fund Activity: Q2 2024 in Review

692 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q2 2024, worth a combined $23.5B — up 0.34% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new GOVT positions and 71 closed out — a net gain of 14 holders — while 295 added to existing stakes and 237 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $209M.

  • 692 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q2 2024, down from 693 in Q1 2024.
  • Funds reported $23.5B of iShares US Treasury Bond ETF stock for Q2 2024, up 0.34% quarter-over-quarter.
  • 85 funds opened new iShares US Treasury Bond ETF positions in Q2 2024 and 71 closed out, a net change of +14 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q2 2024 was PNC Financial Services Group, an estimated $191M added.
  • The largest iShares US Treasury Bond ETF seller in Q2 2024 was Fidelity Investments, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2024.