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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 %
CWC
451
Carolinas Wealth Consulting
North Carolina
$387K +$146K +6,420 +61%
DCM
452
Donaldson Capital Management
Indiana
$386K -$116K -5,078 -23%
AWM
453
Angeles Wealth Management
California
$375K -$1K -44 -0.3%
SWP
454
Significant Wealth Partners
Illinois
$374K +$374K +16,446 New
IWA
455
Invera Wealth Advisors
Oregon
$373K +$10.7K +482 +3%
PWA
456
Prairie Wealth Advisors
Nebraska
$372K +$372K +16,339 New
DAM
457
Delta Asset Management
Tennessee
$366K -$5.01K -220 -1%
JWCA
458
J.W. Cole Advisors
Florida
$364K -$22.6K -992 -6%
CA
459
CoreCap Advisors
Michigan
$356K +$31.4K +1,377 +10%
CBB
460
Citizens Business Bank
California
$356K – – –
BPA
461
Beacon Pointe Advisors
California
$356K -$96.5K -4,240 -21%
OWMIAS
462
One Wealth Management Investment & Advisory Services
Florida
$353K +$93K +4,086 +36%
DC
463
Davenport & Co
Virginia
$351K +$351K +15,399 New
BA
464
Bellwether Advisors
Nebraska
$349K -$36.9K -1,621 -10%
WWM
465
Western Wealth Management
Colorado
$346K +$84K +3,687 +32%
RFG
466
Range Financial Group
Oregon
$346K -$103K -4,544 -23%
COCM
467
Charter Oak Capital Management
New Hampshire
$345K +$3.58K +157 +1%
WWP
468
WR Wealth Planners
Missouri
$344K -$33.5K -1,473 -9%
AC
469
Apella Capital
Connecticut
$327K -$13K -580 -4%
SFS
470
Security Financial Services
Indiana
$327K -$182K -8,002 -36%
CHAM
471
Clear Harbor Asset Management
Connecticut
$327K -$101K -4,450 -24%
CM
472
Columbus Macro
Pennsylvania
$325K -$46.2K -2,027 -12%
FWP
473
Firethorn Wealth Partners
Georgia
$324K -$109K -4,771 -25%
SWA
474
Stratos Wealth Advisors
Ohio
$320K -$28.1K -1,235 -8%
GSIAS
475
Garden State Investment Advisory Services
New Jersey
$319K +$410 +18 +0.1%
17 18
19
20 21