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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 %
PG
501
Patten Group
Tennessee
$329K +$93.1K +3,971 +39%
LWM
502
LongView Wealth Management
Georgia
$324K +$324K +13,800 New
SFS
503
Security Financial Services
Indiana
$322K -$24.6K -1,047 -7%
SPC
504
Sigma Planning Corp
Michigan
$322K +$92.7K +3,954 +41%
DCM
505
Donaldson Capital Management
Indiana
$311K -$27.8K -1,186 -8%
MSFS
506
Main Street Financial Solutions
Pennsylvania
$308K +$23.9K +1,019 +8%
EWM
507
Evercore Wealth Management
New York
$306K +$87.3K +3,721 +40%
MYIA
508
Mount Yale Investment Advisors
Colorado
$301K -$5.37K -229 -2%
CAM
509
Concorde Asset Management
Michigan
$300K +$300K +12,799 New
PGFC
510
Peapack-Gladstone Financial Corp
New Jersey
$298K – – –
Aberdeen Group
511
Aberdeen Group
United Kingdom
$297K +$80.2K +3,421 +37%
Fisher Asset Management
512
Fisher Asset Management
Washington
$288K -$345K -14,723 -55%
MHB
513
Midwest Heritage Bank
Iowa
$287K +$328 +14 +0.1%
FDDB
514
Fidelity D&D Bancorp
Pennsylvania
$287K -$185K -7,895 -39%
TWM
515
Tradition Wealth Management
Minnesota
$284K -$961 -41 -0.3%
BWM
516
Bulltick Wealth Management
Florida
$280K – – –
TSWM
517
Tyler-Stone Wealth Management
Ohio
$278K +$278K +11,867 New
CTA
518
Chesley Taft & Associates
Illinois
$277K +$277K +11,796 New
AWM
519
Axxcess Wealth Management
California
$272K -$79.9K -3,405 -23%
SC
520
Seldon Capital
California
$272K – – –
SI
521
Stephens Inc
Arkansas
$270K -$4.6K -196 -2%
MLA
522
My Legacy Advisors
Oregon
$270K -$94.2K -4,015 -26%
TBWA
523
Three Bridge Wealth Advisors
California
$270K +$13.5K +575 +5%
MHR
524
Matthew Hamilton Rosenberg
$269K -$11.6K -496 -4%
Legacy Financial Group (Iowa)
525
Legacy Financial Group (Iowa)
Iowa
$268K +$26K +1,108 +11%
19 20
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