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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
Bank of America
North Carolina
$9.74B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.13B
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$497M
4
Charles Schwab
Charles Schwab
California
$462M
5
LPL Financial
LPL Financial
California
$2.6B

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$442M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
$119M
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
$1.51M
5
GI
GLOBALT Investments
Georgia
$3.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
476
HBK Sorce Advisory
Pennsylvania
$510K +$529 +23 +0.1%
TWP
477
Tempus Wealth Planning
California
$504K -$42.7K -1,858 -8%
JAA
478
Joel Adams & Associates
North Carolina
$500K +$500K +21,765 New
OAP
479
One Advisory Partners
Kansas
$492K +$13.6K +591 +3%
AP
480
Americana Partners
Texas
$481K -$37K -1,609 -7%
GSEP
481
Golden State Equity Partners
California
$479K -$99.5K -4,331 -17%
CFD
482
Creative Financial Designs
Indiana
$478K -$69.2K -3,012 -13%
CAS
483
Coppell Advisory Solutions
Texas
$475K -$141K -6,268 -23%
CWS
484
Cypress Wealth Services
California
$474K +$10.5K +456 +2%
CFB
485
Cullen/Frost Bankers
Texas
$465K +$20K +869 +4%
DWM
486
DecisionMap Wealth Management
Virginia
$464K +$464K +20,188 New
CFA
487
Cahill Financial Advisors
Minnesota
$460K -$120K -5,228 -21%
FNWA
488
Financial Network Wealth Advisors
Utah
$457K -$834K -36,302 -65%
PIN
489
Prudent Investors Network
California
$448K – – –
BAM
490
Belpointe Asset Management
Nevada
$448K -$521K -22,410 -54%
FWP
491
Falcon Wealth Planning
California
$442K +$442K +19,222 New
LSAG
492
Lake Street Advisors Group
New Hampshire
$439K -$29.6K -1,287 -6%
FNBT
493
FineMark National Bank & Trust
Florida
$428K – – –
4WM
494
4J Wealth Management
Virginia
$423K -$6.89M -299,977 -94%
RI
495
Rinkey Investments
California
$421K -$36.1K -1,572 -8%
NB
496
NBT Bank
New York
$421K -$5.68K -247 -1%
Fisher Asset Management
497
Fisher Asset Management
Washington
$420K +$138K +5,995 +49%
PG
498
Patten Group
Tennessee
$416K +$93.9K +4,085 +29%
MCA
499
Magnolia Capital Advisors
Mississippi
$415K +$415K +18,074 New
KeyBank National Association
500
KeyBank National Association
Ohio
$412K +$412K +17,940 New
18 19
20
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