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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 %
PBF
451
Petix & Botte Financial
California
$566K -$43.7K -1,901 -7%
SR
452
Syntax Research
Florida
$563K +$1.4K +61 +0.2%
TPW
453
Transatlantique Private Wealth
New York
$563K +$563K +24,485 New
CAM
454
Cobblestone Asset Management
Virginia
$562K -$11.3K -493 -2%
SCI
455
Stableford Capital II
Arizona
$562K -$508K -22,085 -47%
BAM
456
BOS Asset Management
Illinois
$561K +$190K +8,248 +51%
SHIM
457
Stone House Investment Management
Pennsylvania
$554K -$169K -7,373 -23%
SPAS
458
Spectrum Planning & Advisory Services
California
$551K +$181K +7,876 +49%
WAG
459
Wallace Advisory Group
California
$551K -$25K -1,064 -4%
IA
460
IFP Advisors
Florida
$549K +$161K +6,995 +41%
PFA
461
Petra Financial Advisors
Colorado
$549K -$2.05K -89 -0.4%
RWM
462
Rialto Wealth Management
New York
$544K +$544K +23,693 New
RF
463
Rossby Financial
Florida
$544K +$544K +23,681 New
FCI
464
Financial Counselors Inc
Kansas
$544K +$544K +23,669 New
KFGK
465
Keystone Financial Group (Kentucky)
Kentucky
$541K +$58.2K +2,539 +12%
QWP
466
Quotient Wealth Partners
Texas
$541K +$7.88K +343 +1%
DWP
467
Destiny Wealth Partners
Florida
$539K -$13.2K -575 -2%
BRWA
468
B. Riley Wealth Advisors
Florida
$537K -$382K -16,608 -42%
WWM
469
Western Wealth Management
Colorado
$533K -$16.6K -722 -3%
CAL
470
Capital Analysts LLC
Pennsylvania
$530K +$103K +4,488 +24%
RC
471
Roundview Capital
New Jersey
$529K – – –
FFN
472
Focus Financial Network
Minnesota
$529K -$2.92M -126,977 -85%
CWM
473
Centurion Wealth Management
Virginia
$520K -$12.8K -555 -2%
WWG
474
West Wealth Group
California
$514K -$42K -1,828 -8%
PFP
475
Pinnacle Financial Partners
Tennessee
$513K +$78.1K +3,400 +18%
17 18
19
20 21