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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 %
BTWM
376
Baker Tilly Wealth Management
Wisconsin
$893K +$9.65K +420 +1%
FPW
377
Fairvoy Private Wealth
Alabama
$892K +$892K +38,812 New
TVAMP
378
Tennessee Valley Asset Management Partners
Tennessee
$891K -$284K -12,366 -24%
SAW
379
Signal Advisors Wealth
Michigan
$888K +$33.6K +1,462 +4%
AWM
380
Alterna Wealth Management
Texas
$881K -$296K -12,902 -25%
DG
381
DMC Group
Alabama
$874K +$26K +1,130 +3%
VWWMG
382
Vermillion & White Wealth Management Group
Pennsylvania
$873K -$145K -6,293 -14%
LIM
383
Leavell Investment Management
Alabama
$872K -$103K -4,489 -11%
FM
384
Foster & Motley
Ohio
$870K -$1.95K -85 -0.2%
PFG
385
Pacific Financial Group
Washington
$867K +$3.36K +146 +0.4%
HC
386
Hara Capital
Washington
$861K +$419K +18,233 +95%
I
387
INVST
Indiana
$857K +$89.5K +3,894 +12%
FFP
388
FourThought Financial Partners
Florida
$853K – – –
WP
389
WealthShield Partners
North Carolina
$849K +$29K +1,262 +4%
LWM
390
LongView Wealth Management
Georgia
$836K +$519K +22,585 +164%
CWM
391
Cherrydale Wealth Management
New Jersey
$834K +$96.9K +4,216 +13%
AHC
392
Anderson Hoagland & Co
Missouri
$821K -$4.44M -197,554 -84%
NWMG
393
National Wealth Management Group
Ohio
$814K +$49.4K +2,151 +6%
Corient Private Wealth
394
Corient Private Wealth
Florida
$809K +$137K +5,973 +20%
KF
395
KKM Financial
Illinois
$807K +$807K +35,755 New
CG
396
Clifford Group
Massachusetts
$802K +$67.2K +2,924 +9%
NAM
397
NorthCrest Asset Manangement
Minnesota
$798K +$798K +34,740 New
RF
398
RHS Financial
California
$796K +$20.4K +888 +3%
WS
399
Wedbush Securities
California
$791K +$32.6K +1,418 +4%
UB
400
UMB Bank
Missouri
$778K -$336K -14,639 -30%
14 15
16
17 18