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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
Bank of America
North Carolina
$9.74B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.13B
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$497M
4
Charles Schwab
Charles Schwab
California
$462M
5
LPL Financial
LPL Financial
California
$2.6B

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$442M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
$119M
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
$1.51M
5
GI
GLOBALT Investments
Georgia
$3.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
401
Migdal Insurance & Financial Holdings
Israel
$775K +$276K +12,000 +55%
ARC
402
Advisor Resource Council
Texas
$773K +$773K +33,631 New
SXL
403
Summit X LLC
Missouri
$765K -$31K -1,350 -4%
CAG
404
Csenge Advisory Group
Florida
$762K -$117K -5,090 -13%
SAM
405
SignalPoint Asset Management
Missouri
$760K +$760K +33,065 New
ATPW
406
Ashton Thomas Private Wealth
Arizona
$759K +$759K +33,033 New
AWA
407
Arete Wealth Advisors
Illinois
$759K +$88.2K +3,890 +13%
NWAG
408
Net Worth Advisory Group
Utah
$759K -$86.7K -3,775 -10%
CWM
409
Cahaba Wealth Management
Georgia
$757K +$8.32K +362 +1%
CTC
410
Central Trust Company
Missouri
$741K -$98.8K -4,300 -12%
FHA
411
First Horizon Advisors
Tennessee
$736K -$210K -9,123 -22%
JSL
412
JT Stratford LLC
Georgia
$735K -$7.05M -306,981 -91%
CF
413
Collier Financial
Colorado
$715K +$715K +31,134 New
C
414
Croban
Ohio
$709K +$709K +30,885 New
FHA
415
Flagship Harbor Advisors
Massachusetts
$707K +$707K +30,763 New
Betterment LLC
416
Betterment LLC
New York
$706K -$12.1K -528 -2%
NA
417
Novus Advisors
South Carolina
$700K +$700K +30,476 New
Qube Research & Technologies (QRT)
418
Qube Research & Technologies (QRT)
United Kingdom
$697K -$273K -11,893 -28%
MA
419
MONECO Advisors
Connecticut
$695K +$695K +30,247 New
FPGK
420
Financial Partners Group (Kansas)
Kansas
$695K -$438K -19,049 -39%
Lido Advisors
421
Lido Advisors
California
$687K -$22K -956 -3%
FNB
422
Farmers National Bank
Kentucky
$676K +$676K +29,431 New
LA
423
Lane & Associates
New Jersey
$670K -$24.4K -1,080 -4%
FHC
424
First Heartland Consultants
Missouri
$662K +$29.8K +1,296 +5%
IWM
425
IHT Wealth Management
Illinois
$657K -$177K -7,707 -21%
15 16
17
18 19