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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 %
CCM
401
Coldstream Capital Management
Washington
$548K +$122K +5,408 +29%
GAM
402
Gotham Asset Management
New York
$543K +$42K +1,862 +8%
DWP
403
Destiny Wealth Partners
Florida
$542K -$10.5K -465 -2%
PFA
404
Petra Financial Advisors
Colorado
$541K – – –
RC
405
Roundview Capital
New Jersey
$530K -$1.4K -62 -0.3%
SCM
406
Stonehearth Capital Management
Massachusetts
$530K +$38.2K +1,691 +8%
MPWT
407
MassMutual Private Wealth & Trust
Connecticut
$524K +$490K +21,732 +1,467%
MFA
408
Mayflower Financial Advisors
Massachusetts
$521K -$104K -4,610 -17%
FMWA
409
Forvis Mazars Wealth Advisors
Missouri
$510K – – –
PIN
410
Prudent Investors Network
California
$507K – – –
IWM
411
IHT Wealth Management
Illinois
$503K +$10.3K +457 +2%
HSA
412
HBK Sorce Advisory
Pennsylvania
$495K -$89.2K -3,953 -15%
LGWM
413
Litman Gregory Wealth Management
California
$493K +$493K +21,855 New
AP
414
Americana Partners
Texas
$486K -$179K -7,925 -27%
IAN
415
Integrated Advisors Network
Texas
$483K -$359K -15,897 -43%
OAP
416
One Advisory Partners
Kansas
$470K +$191K +8,460 +68%
MFG
417
Merit Financial Group
Georgia
$459K -$380K -16,839 -45%
CWS
418
Cypress Wealth Services
California
$459K -$108K -4,764 -19%
TWCA
419
Two West Capital Advisors
Kansas
$459K +$459K +20,315 New
RCM
420
Regency Capital Management
Hawaii
$456K +$224K +9,935 +97%
FDDB
421
Fidelity D&D Bancorp
Pennsylvania
$454K -$1.97M -87,408 -81%
CAPTRUST Financial Advisors
422
CAPTRUST Financial Advisors
North Carolina
$450K -$2.38M -105,409 -84%
LSAG
423
Lake Street Advisors Group
New Hampshire
$450K -$116K -5,151 -21%
MFG
424
MidWestOne Financial Group
Iowa
$441K – – –
GSEP
425
Golden State Equity Partners
California
$436K +$436K +19,337 New
15 16
17
18 19