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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

689 hedge funds and large institutions have $23.4B invested in iShares US Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 311 increasing their positions, 226 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
9.99%
Holding in Top 10
61
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-16.44%
% of All Funds
0.88%
New
80
Increased
311
Reduced
226
Closed
77
Calls
$485K
Puts
$419K
Net Calls
+$66K
Net Calls Change
+$26.5M

Top Buyers

1
LPL Financial
LPL Financial
California
$2.23B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.44B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.14B
4
Bank of America
Bank of America
North Carolina
$8.26B
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$579M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$473M
2
Goldman Sachs
Goldman Sachs
New York
$9.41M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
$142M
4
AllianceBernstein
AllianceBernstein
Tennessee
$25.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
501
Gladstone Institutional Advisory
Florida
$257K -$89.8K -3,943 -26%
CFG
502
Cooper Financial Group
California
$255K -$35K -1,538 -12%
WA
503
Wealth Alliance
New York
$254K +$4.24K +186 +2%
CB
504
Cadence Bank
Mississippi
$252K +$660 +29 +0.3%
TA
505
TrueWealth Advisors
Alabama
$252K +$10.8K +474 +4%
LNWWM
506
Laird Norton Wetherby Wealth Management
California
$250K +$2.35K +103 +0.9%
BW
507
Bison Wealth
Georgia
$248K +$3.64K +160 +1%
TBWA
508
Three Bridge Wealth Advisors
California
$246K +$5.49K +241 +2%
IAA
509
Independent Advisor Alliance
North Carolina
$240K +$3.48K +153 +1%
RCM
510
Regency Capital Management
Hawaii
$234K +$32.7K +1,435 +16%
ERIC
511
Eagle Rock Investment Company
Georgia
$232K +$3.99K +175 +2%
UAG
512
United Advisor Group
Ohio
$231K +$231K +10,127 New
AR
513
Apeiron RIA
Texas
$225K -$65K -2,856 -22%
CA
514
Continuum Advisory
Idaho
$223K -$863K -38,544 -79%
AFG
515
Albion Financial Group
Utah
$222K +$153K +6,710 +222%
NS
516
NBC Securities
Alabama
$221K -$67.9K -2,980 -24%
Legacy Financial Group (Iowa)
517
Legacy Financial Group (Iowa)
Iowa
$220K +$220K +9,671 New
WHCI
518
W.H. Cornerstone Investments
Massachusetts
$220K -$81.5K -3,573 -27%
AFG
519
Atomi Financial Group
New York
$218K +$218K +9,571 New
RI
520
Rinkey Investments
California
$218K +$218K +9,571 New
NW
521
NewEdge Wealth
Pennsylvania
$218K +$218K +9,794 New
ESB
522
Essex Savings Bank
Connecticut
$215K – – –
SAMC
523
Spectrum Asset Management (California)
California
$214K -$2M -87,683 -90%
AWA
524
Acorn Wealth Advisors
Michigan
$213K -$1.69K -74 -0.8%
SPC
525
Sigma Planning Corp
Michigan
$213K +$213K +9,363 New
19 20
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