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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

714 hedge funds and large institutions have $25.3B invested in iShares US Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 334 increasing their positions, 212 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
+28
Holders Change %
+4.08%
% of All Funds
10.33%
Holding in Top 10
65
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.04%
% of All Funds
0.94%
New
86
Increased
334
Reduced
212
Closed
48
Calls
$176K
Puts
$17.8M
Net Calls
-$17.6M
Net Calls Change
-$3.93M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$260M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$249M
3
Bank of America
Bank of America
North Carolina
+$189M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$95.2M
5
LPL Financial
LPL Financial
California
+$82.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$643M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
-$141M
3
HighTower Advisors
HighTower Advisors
Illinois
-$19.1M
4
SFC
Strategic Financial Concepts
Texas
-$18.9M
5
UBS Group
UBS Group
Switzerland
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
476
J.W. Cole Advisors
Florida
$387K +$19.5K +831 +5%
AWM
477
Angeles Wealth Management
California
$386K – – –
BAM
478
BOS Asset Management
Illinois
$379K +$103K +4,393 +37%
SPAS
479
Spectrum Planning & Advisory Services
California
$378K -$220K -9,387 -37%
DAM
480
Delta Asset Management
Tennessee
$377K – – –
WWP
481
WR Wealth Planners
Missouri
$376K +$43.3K +1,847 +13%
TPWA
482
TRUE Private Wealth Advisors
Oregon
$374K -$61.3K -2,612 -14%
MFG
483
MidWestOne Financial Group
Iowa
$372K -$85.5K -3,647 -19%
BWM
484
BCGM Wealth Management
Indiana
$369K -$42.3K -1,804 -10%
MPWT
485
MassMutual Private Wealth & Trust
Connecticut
$365K -$179K -7,645 -33%
COCM
486
Charter Oak Capital Management
New Hampshire
$362K +$6.57K +280 +2%
TCM
487
Triumph Capital Management
Colorado
$361K -$66.2K -2,824 -16%
CM
488
Columbus Macro
Pennsylvania
$360K -$21.6K -921 -6%
CHAM
489
Clear Harbor Asset Management
Connecticut
$360K – – –
KFSC
490
Keystone Financial Services (Colorado)
Colorado
$348K -$8.56K -365 -2%
MOS
491
MGO One Seven
Ohio
$347K +$347K +14,798 New
BA
492
Bellwether Advisors
Nebraska
$346K +$164 +7 +0%
IWA
493
Invera Wealth Advisors
Oregon
$345K – – –
RIL
494
Rothschild Investment LLC
Illinois
$340K +$206K +8,764 +153%
GIA
495
Gladstone Institutional Advisory
Florida
$335K +$27.1K +1,157 +9%
CSB
496
City State Bank
Iowa
$334K +$96.4K +4,110 +41%
AC
497
Apella Capital
Connecticut
$331K -$10.9K -465 -3%
CFIA
498
Cantor Fitzgerald Investment Advisors
New York
$330K +$330K +14,077 New
GSIAS
499
Garden State Investment Advisory Services
New Jersey
$330K +$891 +38 +0.3%
ESB
500
Essex Savings Bank
Connecticut
$329K +$101K +4,299 +44%
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