GOVT icon

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$473M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.41M
3
HCC
3
Hirtle Callaghan & Co
Pennsylvania
$142M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$25.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWP
526
Daymark Wealth Partners
Ohio
$212K +$212K +9,298 New
MMA
527
Miracle Mile Advisors
California
$211K -$1.59M -69,676 -88%
Aberdeen Group
528
Aberdeen Group
United Kingdom
$211K +$10.2K +449 +5%
MFG
529
Magnus Financial Group
New York
$209K +$7.06K +310 +3%
AWE
530
Avidian Wealth Enterprises
Texas
$207K +$207K +9,109 New
PCA
531
Pallas Capital Advisors
Massachusetts
$207K -$34.7K -1,525 -14%
ATC
532
Argent Trust Co
Tennessee
$206K -$8.47K -372 -4%
RFN
533
RDA Financial Network
Iowa
$204K -$18.9K -829 -8%
PFGIA
534
Patriot Financial Group Insurance Agency
Massachusetts
$203K -$85.3K -3,748 -30%
GWM
535
GDS Wealth Management
Texas
$202K -$9.72K -427 -5%
AIA
536
Alternative Investment Advisors
Florida
$202K -$10.8K -480 -5%
TCWM
537
Total Clarity Wealth Management
Illinois
$201K +$201K +8,841 New
FNT
538
First National Trust
Pennsylvania
$201K +$201K +8,831 New
CPL
539
CAP Partners LLC
Tennessee
$201K +$797 +35 +0.4%
CPG
540
Cornerstone Planning Group
New Jersey
$196K -$39.1K -1,753 -17%
BSWA
541
Bromfield Sneider Wealth Advisors
Massachusetts
$190K +$387 +17 +0.2%
CT
542
Colonial Trust
South Carolina
$187K +$124K +5,471 +199%
CSB
543
City State Bank
Iowa
$185K +$51.8K +2,272 +39%
OIA
544
Optimum Investment Advisors
Illinois
$180K +$3.85K +169 +2%
PG
545
Proffitt & Goodson
Tennessee
$178K +$178K +7,803 New
SRCM
546
Signature Resources Capital Management
California
$165K – – –
FCA
547
FinTrust Capital Advisors
South Carolina
$153K +$15.3K +674 +11%
SSB
548
Sandy Spring Bank
Maryland
$151K +$36.2K +1,591 +31%
PAM
549
Palisade Asset Management
Minnesota
$147K +$147K +6,477 New
HIIFS
550
Harel Insurance Investments & Financial Services
Israel
$144K -$243K -10,693 -63%
20 21
22
23 24