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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
LSAG
426
Lake Street Advisors Group
New Hampshire
$450K -$115K -5,151 -21%
MFG
427
MidWestOne Financial Group
Iowa
$441K – – –
GSEP
428
Golden State Equity Partners
California
$436K +$434K +19,337 New
NB
429
NBT Bank
New York
$435K -$165K -7,349 -28%
IA
430
IFP Advisors
Florida
$423K +$133K +5,917 +46%
SAG
431
SageView Advisory Group
California
$421K – – –
RI
432
Rinkey Investments
California
$419K +$202K +8,999 +94%
TPWA
433
TRUE Private Wealth Advisors
Oregon
$419K -$272K -12,109 -40%
TCA
434
Transcend Capital Advisors
New Jersey
$417K -$108K -4,800 -21%
AWA
435
Arkadios Wealth Advisors
Georgia
$412K +$409K +18,252 New
TCM
436
Triumph Capital Management
Colorado
$411K -$34.1K -1,523 -8%
SL
437
Sentinus LLC
Illinois
$410K -$3.23K -144 -0.8%
WIA
438
World Investment Advisors
California
$406K +$403K +17,987 New
FNB
439
Farmers National Bank
Kentucky
$404K +$15.2K +680 +4%
WWA
440
WCG Wealth Advisors
Nevada
$401K -$548K -24,458 -58%
BWM
441
BCGM Wealth Management
Indiana
$396K +$1.3K +58 +0.3%
RhumbLine Advisers
442
RhumbLine Advisers
Massachusetts
$393K – – –
KFP
443
KMG Fiduciary Partners
Ohio
$387K +$103K +4,603 +37%
PPWP
444
Premier Path Wealth Partners
New Jersey
$385K -$174K -7,745 -31%
BHBT
445
Burke & Herbert Bank & Trust
Virginia
$384K +$382K +17,021 New
IAIM
446
International Assets Investment Management
Florida
$379K -$60K -2,678 -14%
CWC
447
Carolinas Wealth Consulting
North Carolina
$379K -$4.66K -208 -1%
William Blair & Company
448
William Blair & Company
Illinois
$375K -$56K -2,499 -13%
AWM
449
Angeles Wealth Management
California
$371K -$673 -30 -0.2%
CM
450
Columbus Macro
Pennsylvania
$368K +$44.9K +2,003 +14%
16 17
18
19 20

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.