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iShares US Treasury Bond ETF
GOVT

692 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 85 funds opening new positions, 295 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 237

20% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 71

0% more capital invested

Capital invested by funds: $23.4B → $23.5B (+$79M)

0% less funds holding

Funds holding: 693 → 692 (-1)

0.41% less ownership

Funds ownership: 91.2% → 90.78% (-0.41%)

6% less funds holding in top 10

Funds holding in top 10: 63 → 59 (-4)

98% less call options, than puts

Call options by funds: $264K | Put options by funds: $14M

Holders
692
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
9.99%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
0.85%
New
85
Increased
295
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
+$191M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$162M
3
LPL Financial
LPL Financial
California
+$144M
4
Bank of America
Bank of America
North Carolina
+$128M
5
CA
Clearstead Advisors
Ohio
+$67M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$209M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$105M
3
Truist Financial
Truist Financial
North Carolina
-$85.6M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$66.8M
5
Asset Management One
Asset Management One
Japan
-$59.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
476
Mount Yale Investment Advisors
Colorado
$294K +$20.4K +910 +7%
PGFC
477
Peapack-Gladstone Financial Corp
New Jersey
$288K – – –
TI
478
TrueMark Investments
Illinois
$278K +$276K +12,304 New
MHB
479
Midwest Heritage Bank
Iowa
$276K -$560K -24,962 -67%
AAS
480
Ameritas Advisory Services
Nebraska
$275K -$39K -1,739 -12%
TWM
481
Tradition Wealth Management
Minnesota
$274K -$5.11K -228 -2%
TPWA
482
Twin Peaks Wealth Advisors
California
$274K +$2.24K +100 +0.8%
MSFS
483
Main Street Financial Solutions
Pennsylvania
$273K +$448 +20 +0.2%
SW
484
SVB Wealth
Massachusetts
$272K +$271K +12,070 New
SWM
485
SeaCrest Wealth Management
New York
$271K +$269K +11,999 New
BWM
486
Bulltick Wealth Management
Florida
$269K -$29.4K -1,311 -10%
MHR
487
Matthew Hamilton Rosenberg
$268K -$5.34K -238 -2%
BAM
488
BOS Asset Management
Illinois
$266K +$264K +11,769 New
SI
489
Stephens Inc
Arkansas
$265K +$263K +11,730 New
TA
490
TrueWealth Advisors
Alabama
$262K +$12K +534 +5%
SC
491
Seldon Capital
California
$262K – – –
CFG
492
Cooper Financial Group
California
$261K +$8.61K +384 +3%
WA
493
Wealth Alliance
New York
$261K +$9.06K +404 +4%
1CP
494
17 Capital Partners
Arizona
$255K +$254K +11,318 New
SWP
495
SIMA Wealth Partners
Virginia
$255K +$253K +11,299 New
LNWWM
496
Laird Norton Wetherby Wealth Management
California
$251K +$2.96K +132 +1%
BAM
497
Belpointe Asset Management
Nevada
$250K +$248K +11,055 New
BW
498
Bison Wealth
Georgia
$248K – – –
MW
499
Maia Wealth
Colorado
$248K +$244K +10,887 New
IAA
500
Independent Advisor Alliance
North Carolina
$248K +$10K +446 +4%
18 19
20
21 22

GOVT Hedge Fund Activity: Q2 2024 in Review

692 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q2 2024, worth a combined $23.5B — up 0.34% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new GOVT positions and 71 closed out — a net gain of 14 holders — while 295 added to existing stakes and 237 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $209M.

  • 692 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q2 2024, down from 693 in Q1 2024.
  • Funds reported $23.5B of iShares US Treasury Bond ETF stock for Q2 2024, up 0.34% quarter-over-quarter.
  • 85 funds opened new iShares US Treasury Bond ETF positions in Q2 2024 and 71 closed out, a net change of +14 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q2 2024 was PNC Financial Services Group, an estimated $191M added.
  • The largest iShares US Treasury Bond ETF seller in Q2 2024 was Fidelity Investments, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2024.