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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 %
FHC
401
First Heartland Consultants
Missouri
$646K +$51.9K +2,210 +9%
CAS
402
Coppell Advisory Solutions
Texas
$645K -$15.4K -655 -2%
PCG
403
Prosperity Consulting Group
Maryland
$644K -$111K -4,713 -15%
WIA
404
World Investment Advisors
California
$643K +$221K +9,430 +52%
OC
405
Oakworth Capital
Alabama
$639K -$13.5K -577 -2%
Franklin Resources
406
Franklin Resources
California
$626K +$31.7K +1,380 +5%
PBF
407
Petix & Botte Financial
California
$622K -$539 -23 -0.1%
CCM
408
Coldstream Capital Management
Washington
$621K +$52.6K +2,241 +9%
CC
409
Cadinha & Co
Hawaii
$620K -$11K -471 -2%
SAS
410
Stelac Advisory Services
New York
$620K – – –
FTUS
411
Flow Traders U.S.
New York
$617K +$617K +26,306 New
CSPIA
412
Cary Street Partners Investment Advisory
Virginia
$615K +$8.91K +380 +1%
DWG
413
Darden Wealth Group
Michigan
$608K – – –
CAPTRUST Financial Advisors
414
CAPTRUST Financial Advisors
North Carolina
$600K +$133K +5,664 +28%
CFG
415
Citizens Financial Group
Rhode Island
$593K -$9.12K -389 -2%
CFA
416
Cahill Financial Advisors
Minnesota
$592K -$2.75M -117,233 -82%
ASN
417
Advisory Services Network
Georgia
$591K – – –
CIBC Private Wealth Group
418
CIBC Private Wealth Group
Georgia
$590K -$1.06K -45 -0.2%
GSEP
419
Golden State Equity Partners
California
$590K +$136K +5,819 +30%
GAM
420
Gotham Asset Management
New York
$588K +$23.9K +1,018 +4%
NW
421
NewEdge Wealth
Pennsylvania
$586K +$586K +24,985 New
CAM
422
Cobblestone Asset Management
Virginia
$585K -$17.8K -757 -3%
MWM
423
Mosley Wealth Management
California
$577K +$13.9K +605 +2%
SR
424
Syntax Research
Florida
$573K +$4.01K +171 +0.7%
WA
425
Waverly Advisors
Alabama
$569K -$22.4K -954 -4%
15 16
17
18 19