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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
WAG
401
Wallace Advisory Group
California
$554K -$185K -8,262 -25%
WWG
402
West Wealth Group
California
$550K -$15.4K -685 -3%
SR
403
Syntax Research
Florida
$548K -$150K -6,709 -22%
CCM
404
Coldstream Capital Management
Washington
$548K +$121K +5,408 +29%
GAM
405
Gotham Asset Management
New York
$543K +$41.8K +1,862 +8%
DWP
406
Destiny Wealth Partners
Florida
$542K -$10.4K -465 -2%
PFA
407
Petra Financial Advisors
Colorado
$541K – – –
RC
408
Roundview Capital
New Jersey
$530K -$1.39K -62 -0.3%
SCM
409
Stonehearth Capital Management
Massachusetts
$530K +$37.9K +1,691 +8%
MPWT
410
MassMutual Private Wealth & Trust
Connecticut
$524K +$487K +21,732 +1,467%
MFA
411
Mayflower Financial Advisors
Massachusetts
$521K -$103K -4,610 -17%
FMWA
412
Forvis Mazars Wealth Advisors
Missouri
$510K – – –
PIN
413
Prudent Investors Network
California
$507K – – –
IWM
414
IHT Wealth Management
Illinois
$503K +$10.2K +457 +2%
HSA
415
HBK Sorce Advisory
Pennsylvania
$495K -$88.6K -3,953 -15%
LGWM
416
Litman Gregory Wealth Management
California
$493K +$490K +21,855 New
AP
417
Americana Partners
Texas
$486K -$178K -7,925 -27%
IAN
418
Integrated Advisors Network
Texas
$483K -$356K -15,897 -43%
OAP
419
One Advisory Partners
Kansas
$470K +$190K +8,460 +68%
MFG
420
Merit Financial Group
Georgia
$459K -$378K -16,839 -45%
CWS
421
Cypress Wealth Services
California
$459K -$107K -4,764 -19%
TWCA
422
Two West Capital Advisors
Kansas
$459K +$456K +20,315 New
RCM
423
Regency Capital Management
Hawaii
$456K +$223K +9,935 +97%
FDDB
424
Fidelity D&D Bancorp
Pennsylvania
$454K -$1.96M -87,408 -81%
CAPTRUST Financial Advisors
425
CAPTRUST Financial Advisors
North Carolina
$450K -$2.36M -105,409 -84%
15 16
17
18 19

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.