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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$473M
2
Goldman Sachs
Goldman Sachs
New York
$9.41M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
$142M
4
AllianceBernstein
AllianceBernstein
Tennessee
$25.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
426
Stonehearth Capital Management
Massachusetts
$496K -$473K -20,768 -49%
KFSC
427
Keystone Financial Services (Colorado)
Colorado
$489K -$20.4K -896 -4%
CAAS
428
Capital Asset Advisory Services
Michigan
$469K -$31.4K -1,398 -6%
MIS
429
Morningstar Investment Services
Illinois
$468K -$40.2K -1,768 -8%
Betterment LLC
430
Betterment LLC
New York
$466K +$61.6K +2,704 +15%
JPWM
431
Jamison Private Wealth Management
Georgia
$464K +$464K +20,375 New
CF
432
Clarity Financial
Texas
$446K +$132K +5,819 +42%
TCM
433
Triumph Capital Management
Colorado
$445K +$25.5K +1,130 +6%
MFG
434
MidWestOne Financial Group
Iowa
$445K -$253K -11,132 -36%
FGAM
435
Financial Gravity Asset Management
Texas
$439K -$15.6M -678,190 -97%
IAIM
436
International Assets Investment Management
Florida
$438K -$70.3K -3,122 -14%
William Blair & Company
437
William Blair & Company
Illinois
$436K -$167K -7,341 -28%
CCM
438
Coldstream Capital Management
Washington
$429K -$22.1K -970 -5%
VCA
439
Verdence Capital Advisors
Maryland
$424K -$48.4K -2,124 -10%
SL
440
Sentinus LLC
Illinois
$417K +$417K +18,314 New
PFG
441
Prosperity Financial Group
California
$411K +$10.5K +461 +3%
FCT
442
Family Capital Trust
Massachusetts
$408K – – –
BWM
443
BCGM Wealth Management
Indiana
$398K -$1.91K -84 -0.5%
RhumbLine Advisers
444
RhumbLine Advisers
Massachusetts
$396K – – –
CFD
445
Creative Financial Designs
Indiana
$394K -$186K -8,185 -32%
MWM
446
Mission Wealth Management
California
$393K +$393K +17,279 New
GI
447
GAMMA Investing
California
$393K +$393K +17,258 New
FNB
448
Farmers National Bank
Kentucky
$392K +$392K +17,203 New
DA
449
Drake & Associates
Wisconsin
$390K -$911 -40 -0.2%
SFG
450
Summit Financial Group
West Virginia
$388K -$302K -13,243 -44%
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