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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
1
Bank of America
North Carolina
$9.74B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.13B
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$497M
4
Charles Schwab
4
Charles Schwab
California
$462M
5
LPL Financial
5
LPL Financial
California
$2.6B

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$442M
3
HCC
3
Hirtle Callaghan & Co
Pennsylvania
$119M
4
IUHSA
4
Itau Unibanco Holding S.A.
Brazil
$1.51M
5
GI
5
GLOBALT Investments
Georgia
$3.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
426
Empirical Asset Management
Massachusetts
$655K +$5.12K +656 +0.8%
5W
427
5T Wealth
California
$651K +$651K +28,348 New
AM
428
AGF Management
Ontario, Canada
$649K +$649K +28,250 New
RCM
429
Regency Capital Management
Hawaii
$638K -$7.86M -342,110 -92%
MWM
430
Maripau Wealth Management
Indiana
$633K -$69.7K -3,033 -10%
William Blair & Company
431
William Blair & Company
Illinois
$630K +$226K +9,848 +56%
Franklin Resources
432
Franklin Resources
California
$627K +$1.17K +51 +0.2%
MCM
433
MAI Capital Management
Ohio
$622K +$622K +27,052 New
HFO
434
Heritage Family Offices
Arizona
$615K -$27.9K -1,214 -4%
RA
435
RFG Advisory
Alabama
$611K -$132K -5,738 -18%
ISFAN
436
Investor's Fiduciary Advisor Network
Washington
$605K +$605K +26,351 New
GWM
437
GK Wealth Management
Nevada
$605K +$605K +26,325 New
SAS
438
Stelac Advisory Services
New York
$605K – – –
WA
439
Waverly Advisors
Alabama
$601K +$43.8K +1,904 +8%
WIA
440
World Investment Advisors
California
$598K -$32.1K -1,396 -5%
PIA
441
Pinion Investment Advisors
Kansas
$598K +$68.9K +3,000 +13%
MWM
442
Mosley Wealth Management
California
$598K +$29.5K +1,309 +5%
CC
443
Cadinha & Co
Hawaii
$596K -$11.5K -499 -2%
DWG
444
Darden Wealth Group
Michigan
$596K – – –
OC
445
Oakworth Capital
Alabama
$594K -$32.7K -1,424 -5%
IWA
446
Invera Wealth Advisors
Oregon
$592K +$251K +11,173 +74%
MC
447
Moors & Cabot
Massachusetts
$590K -$69.7K -3,031 -11%
PCG
448
Prosperity Consulting Group
Maryland
$576K -$55.5K -2,416 -9%
GAM
449
Gotham Asset Management
New York
$576K – – –
DC
450
Davenport & Co
Virginia
$569K +$85.9K +3,740 +18%
16 17
18
19 20