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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 %
SL
501
Sentinus LLC
Illinois
$408K -$348K -15,161 -46%
SW
502
Simplicity Wealth
New Jersey
$407K -$1.92M -83,464 -82%
CIBC Private Wealth Group
503
CIBC Private Wealth Group
Georgia
$405K -$158K -7,048 -28%
GIA
504
Gladstone Institutional Advisory
Florida
$398K +$69.7K +3,032 +21%
SAM
505
Smartleaf Asset Management
Massachusetts
$395K +$384K +17,090 +3,453%
BHBT
506
Burke & Herbert Bank & Trust
Virginia
$391K – – –
CWC
507
Carolinas Wealth Consulting
North Carolina
$390K +$2.67K +116 +0.7%
RhumbLine Advisers
508
RhumbLine Advisers
Massachusetts
$390K -$10K -436 -3%
OWCM
509
One Wealth Capital Management
Arizona
$390K +$390K +16,970 New
BBHC
510
Brown Brothers Harriman & Co
New York
$390K +$391 +17 +0.1%
Members Trust
511
Members Trust
Florida
$390K +$390K +16,952 New
CCM
512
Crabel Capital Management
California
$387K -$5.45M -237,174 -93%
CAM
513
Costello Asset Management
Pennsylvania
$386K -$393K -17,092 -50%
HT
514
Headlands Technologies
Illinois
$384K +$384K +16,716 New
AWA
515
Arkadios Wealth Advisors
Georgia
$383K -$65.9K -2,868 -15%
FWTB
516
First Western Trust Bank
Colorado
$379K +$379K +16,485 New
MSFS
517
Main Street Financial Solutions
Pennsylvania
$379K +$76.8K +3,344 +25%
CGFA
518
Colton Groome Financial Advisors
North Carolina
$376K +$376K +16,356 New
MFA
519
Mayflower Financial Advisors
Massachusetts
$373K -$147K -6,417 -28%
NL
520
NWAM LLC
Washington
$370K +$370K +16,096 New
DAM
521
Delta Asset Management
Tennessee
$370K – – –
TCA
522
Transcend Capital Advisors
New Jersey
$366K -$74.5K -3,242 -17%
CFG
523
Cooper Financial Group
California
$365K +$114K +4,942 +45%
BWM
524
BCGM Wealth Management
Indiana
$362K +$92 +4 +0%
CAM
525
Concorde Asset Management
Michigan
$361K +$67.3K +2,929 +23%
19 20
21
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