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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

686 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 83 funds opening new positions, 292 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
9.98%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
0.83%
New
83
Increased
292
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
+$193M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$163M
3
LPL Financial
LPL Financial
California
+$145M
4
Bank of America
Bank of America
North Carolina
+$129M
5
CA
Clearstead Advisors
Ohio
+$67.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$210M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
-$142M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$105M
4
Truist Financial
Truist Financial
North Carolina
-$86.1M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$66.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
451
J.W. Cole Advisors
Florida
$354K -$6.73K -298 -2%
FWP
452
Firethorn Wealth Partners
Georgia
$351K +$29.7K +1,316 +9%
MLA
453
My Legacy Advisors
Oregon
$351K +$91.4K +4,048 +35%
CHAM
454
Clear Harbor Asset Management
Connecticut
$346K +$22.3K +986 +7%
IWA
455
Invera Wealth Advisors
Oregon
$346K -$36.5K -1,604 -10%
KFSC
456
Keystone Financial Services (Colorado)
Colorado
$343K -$141K -6,269 -29%
COCM
457
Charter Oak Capital Management
New Hampshire
$342K -$158 -7 -0%
CAL
458
Capital Analysts LLC
Pennsylvania
$340K +$323K +14,291 +1,888%
CAAS
459
Capital Asset Advisory Services
Michigan
$340K -$133K -5,887 -28%
AWM
460
Axxcess Wealth Management
California
$339K -$408K -18,059 -55%
SFS
461
Security Financial Services
Indiana
$333K +$9.23K +409 +3%
BA
462
Bellwether Advisors
Nebraska
$333K -$12.2K -541 -4%
AC
463
Apella Capital
Connecticut
$331K +$1.65K +73 +0.5%
AWM
464
Aprio Wealth Management
Georgia
$329K +$329K +14,557 New
DCM
465
Donaldson Capital Management
Indiana
$327K -$56.3K -2,496 -15%
PIA
466
Pinion Investment Advisors
Kansas
$325K +$57.5K +2,548 +22%
WWP
467
WR Wealth Planners
Missouri
$320K -$20.5K -910 -6%
OWMIAS
468
One Wealth Management Investment & Advisory Services
Florida
$317K -$33.5K -1,486 -10%
GSIAS
469
Garden State Investment Advisory Services
New Jersey
$317K +$858 +38 +0.3%
WWM
470
Western Wealth Management
Colorado
$305K -$37.9K -1,678 -11%
BPAMU
471
BTG Pactual Asset Management US
New York
$299K +$299K +13,226 New
GIA
472
Gladstone Institutional Advisory
Florida
$297K +$42.1K +1,866 +17%
MYIA
473
Mount Yale Investment Advisors
Colorado
$294K +$20.5K +910 +7%
PGFC
474
Peapack-Gladstone Financial Corp
New Jersey
$288K – – –
TI
475
TrueMark Investments
Illinois
$278K +$278K +12,304 New
17 18
19
20 21