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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 %
SFO
376
Stokes Family Office
Louisiana
$792K +$9.61K +410 +1%
RF
377
RHS Financial
California
$791K +$85.6K +3,652 +12%
I
378
INVST
Indiana
$784K -$304K -12,945 -28%
SXL
379
Summit X LLC
Missouri
$782K -$23.1K -1,024 -3%
NWMG
380
National Wealth Management Group
Ohio
$781K +$83.6K +3,563 +12%
WS
381
Wedbush Securities
California
$774K -$11.3K -480 -1%
CWM
382
Cahaba Wealth Management
Georgia
$764K -$3.49K -149 -0.5%
RA
383
RFG Advisory
Alabama
$758K -$186K -7,952 -20%
CWM
384
Cherrydale Wealth Management
New Jersey
$752K +$34.2K +1,457 +5%
TWP
385
Triad Wealth Partners
Kansas
$752K +$510K +21,743 +210%
CG
386
Clifford Group
Massachusetts
$750K +$20.3K +865 +3%
SHIM
387
Stone House Investment Management
Pennsylvania
$738K +$25.8K +1,101 +4%
Betterment LLC
388
Betterment LLC
New York
$733K +$37.9K +1,617 +5%
SFC
389
Strategic Financial Concepts
Texas
$728K -$18.9M -805,566 -96%
Lido Advisors
390
Lido Advisors
California
$724K -$203K -8,665 -22%
LA
391
Lane & Associates
New Jersey
$722K +$7.11K +303 +1%
UAG
392
United Advisor Group
Ohio
$719K +$719K +30,674 New
MWM
393
Maripau Wealth Management
Indiana
$717K -$49.4K -2,108 -6%
AWA
394
Arete Wealth Advisors
Illinois
$694K -$29.6K -1,262 -4%
Corient Private Wealth
395
Corient Private Wealth
Florida
$686K -$88.1K -3,756 -11%
UB
396
Umpqua Bank
Oregon
$678K -$368K -15,712 -35%
IWN
397
Independent Wealth Network
Iowa
$674K -$58K -2,473 -8%
MC
398
Moors & Cabot
Massachusetts
$674K -$44.9K -1,915 -6%
HFO
399
Heritage Family Offices
Arizona
$656K +$4.1K +175 +0.6%
EAM
400
Empirical Asset Management
Massachusetts
$652K +$4.15K +530 +0.6%
14 15
16
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