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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
1
LPL Financial
California
$2.23B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.44B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.14B
4
Bank of America
4
Bank of America
North Carolina
$8.26B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$579M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$473M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.41M
3
HCC
3
Hirtle Callaghan & Co
Pennsylvania
$142M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$25.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
401
First Heartland Consultants
Missouri
$577K +$76K +3,337 +15%
MWM
402
Mosley Wealth Management
California
$576K -$420K -18,453 -42%
CWS
403
Cypress Wealth Services
California
$572K -$185K -8,109 -24%
AL
404
ADE LLC
Maryland
$571K +$76.4K +3,355 +15%
LSAG
405
Lake Street Advisors Group
New Hampshire
$571K -$41.3K -1,814 -7%
TWP
406
Tempus Wealth Planning
California
$570K -$69.9K -3,072 -11%
WWG
407
West Wealth Group
California
$570K -$327K -14,340 -36%
CFS
408
Coordinated Financial Services
Colorado
$568K +$568K +24,951 New
CASC
409
Coppell Advisory Solutions Corp
Texas
$561K +$561K +24,659 New
DWP
410
Destiny Wealth Partners
Florida
$558K – – –
CAM
411
Cobblestone Asset Management
Virginia
$553K +$19.6K +859 +4%
PPWP
412
Premier Path Wealth Partners
New Jersey
$547K -$13.7M -620,704 -96%
DFA
413
DHK Financial Advisors
New Hampshire
$547K -$31.1K -1,367 -5%
PFA
414
Petra Financial Advisors
Colorado
$546K – – –
WA
415
Westfuller Advisors
New York
$545K +$545K +23,947 New
WA
416
Waverly Advisors
Alabama
$545K +$545K +23,938 New
RC
417
Roundview Capital
New Jersey
$536K – – –
TCA
418
Transcend Capital Advisors
New Jersey
$530K -$230K -10,113 -30%
CWM
419
Centurion Wealth Management
Virginia
$524K -$77.4K -3,401 -13%
CWM
420
CCG Wealth Management
California
$519K -$9.22M -405,032 -95%
FMWA
421
Forvis Mazars Wealth Advisors
Missouri
$515K -$19.1K -840 -4%
PIN
422
Prudent Investors Network
California
$511K +$511K +22,459 New
EAM
423
Empirical Asset Management
Massachusetts
$506K -$8.4K -369 -2%
GAM
424
Gotham Asset Management
New York
$505K +$505K +22,181 New
IWM
425
IHT Wealth Management
Illinois
$497K +$497K +21,828 New
15 16
17
18 19