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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
TBWA
501
Three Bridge Wealth Advisors
California
$246K +$2.85K +127 +1%
GWP
502
Gen-Wealth Partners
Michigan
$243K -$26.9K -1,200 -10%
1WM
503
1900 Wealth Management
Texas
$240K -$481K -21,459 -67%
TC
504
Truvestments Capital
Florida
$239K -$18.6K -828 -7%
Empower Advisory Group
505
Empower Advisory Group
Colorado
$237K +$235K +10,503 New
BPA
506
Beacon Pointe Advisors
California
$237K -$116K -5,152 -33%
IAS
507
Insigneo Advisory Services
Florida
$233K +$224K +9,989 New
TWP
508
Triad Wealth Partners
Kansas
$233K +$232K +10,333 New
Legacy Financial Group (Iowa)
509
Legacy Financial Group (Iowa)
Iowa
$233K +$14.6K +653 +7%
ERIC
510
Eagle Rock Investment Company
Georgia
$230K – – –
PFG
511
Prosperity Financial Group
California
$229K -$177K -7,899 -44%
CSB
512
City State Bank
Iowa
$229K +$45K +2,009 +25%
PG
513
Patten Group
Tennessee
$227K +$225K +10,056 New
SMA
514
Seven Mile Advisory
New Jersey
$226K +$225K +10,030 New
QC
515
Quadrature Capital
United Kingdom
$224K +$223K +9,942 New
BOSSRA
516
B.O.S.S. Retirement Advisors
Utah
$223K +$222K +9,895 New
VWA
517
Visionary Wealth Advisors
Illinois
$222K -$1.82M -81,113 -89%
SPC
518
Sigma Planning Corp
Michigan
$220K +$8.86K +395 +4%
Jones Financial Companies
519
Jones Financial Companies
Missouri
$220K +$209K +9,310 +2,116%
ESB
520
Essex Savings Bank
Connecticut
$220K +$9.57K +427 +5%
AR
521
Apeiron RIA
Texas
$219K -$4.73K -211 -2%
TSS
522
Two Sigma Securities
New York
$217K +$216K +9,613 New
SAM
523
Strategy Asset Managers
California
$216K +$211K +9,431 New
CA
524
CoreCap Advisors
Michigan
$215K -$137K -6,104 -39%
SG
525
Strid Group
Pennsylvania
$215K +$213K +9,517 New
19 20
21
22 23

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.