GOVT icon

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 %
WWG
426
West Wealth Group
California
$567K -$3.82K -163 -0.7%
DWP
427
Destiny Wealth Partners
Florida
$564K – – –
PFA
428
Petra Financial Advisors
Colorado
$562K – – –
WWM
429
Western Wealth Management
Colorado
$561K +$244K +10,415 +77%
CFD
430
Creative Financial Designs
Indiana
$558K -$169K -7,194 -23%
TWP
431
Tempus Wealth Planning
California
$558K -$38.4K -1,639 -6%
PFG
432
Prosperity Financial Group
California
$554K +$316K +13,487 +133%
WAG
433
Wallace Advisory Group
California
$554K – – –
CWM
434
Centurion Wealth Management
Virginia
$544K +$544K +23,184 New
QWP
435
Quotient Wealth Partners
Texas
$544K -$788K -33,590 -59%
RC
436
Roundview Capital
New Jersey
$540K -$10.8K -459 -2%
PIA
437
Pinion Investment Advisors
Kansas
$539K +$202K +8,607 +60%
CNTOF
438
Canandaigua National Trust of Florida
New York
$536K +$536K +22,840 New
IAN
439
Integrated Advisors Network
Texas
$532K +$30.4K +1,297 +6%
MFA
440
Mayflower Financial Advisors
Massachusetts
$532K -$9.71K -414 -2%
AP
441
Americana Partners
Texas
$528K +$23.8K +1,015 +5%
HSA
442
HBK Sorce Advisory
Pennsylvania
$520K +$5.04K +215 +1%
MIFH
443
Migdal Insurance & Financial Holdings
Israel
$510K -$446K -19,000 -47%
KFGK
444
Keystone Financial Group (Kentucky)
Kentucky
$494K +$494K +21,070 New
DC
445
Davenport & Co
Virginia
$493K +$493K +21,034 New
OAP
446
One Advisory Partners
Kansas
$489K -$164 -7 -0%
PPWP
447
Premier Path Wealth Partners
New Jersey
$481K +$80.6K +3,438 +20%
LSAG
448
Lake Street Advisors Group
New Hampshire
$478K +$11.3K +481 +2%
CWS
449
Cypress Wealth Services
California
$473K -$4.29K -183 -0.9%
RI
450
Rinkey Investments
California
$466K +$30.7K +1,309 +7%
16 17
18
19 20