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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 %
IAA
526
Independent Advisor Alliance
North Carolina
$266K +$8.77K +374 +3%
WA
527
Wealth Alliance
New York
$264K -$7.2K -307 -3%
CF
528
Clarity Financial
Texas
$262K -$107K -4,564 -29%
GS
529
GTS Securities
New York
$262K -$2.52M -107,645 -91%
SWM
530
SeaCrest Wealth Management
New York
$261K -$20.6K -878 -7%
AAS
531
Ameritas Advisory Services
Nebraska
$259K -$26.8K -1,143 -9%
FWP
532
Firethorn Wealth Partners
Georgia
$258K -$107K -4,552 -29%
CFG
533
Cooper Financial Group
California
$257K -$14.6K -624 -5%
SAI
534
Savvy Advisors Inc
New York
$255K +$255K +10,857 New
BOSSRA
535
B.O.S.S. Retirement Advisors
Utah
$254K +$21.8K +931 +9%
GWP
536
Gen-Wealth Partners
Michigan
$246K +$46 +2 +0%
CWM
537
Collaborative Wealth Management
Florida
$246K +$246K +10,493 New
GWM
538
GDS Wealth Management
Texas
$245K +$36.1K +1,538 +17%
TC
539
Truvestments Capital
Florida
$242K -$6.66K -284 -3%
BAAM
540
Baker Avenue Asset Management
California
$241K +$241K +10,258 New
ERIC
541
Eagle Rock Investment Company
Georgia
$239K – – –
SW
542
SkyOak Wealth
Michigan
$238K +$238K +10,152 New
NS
543
NBC Securities
Alabama
$238K +$17K +728 +8%
S
544
SignatureFD
Georgia
$238K +$210K +8,970 +767%
EP
545
Edgestream Partners
New Jersey
$238K +$238K +10,139 New
Empower Advisory Group
546
Empower Advisory Group
Colorado
$236K -$9.92K -423 -4%
SMA
547
Seven Mile Advisory
New Jersey
$235K – – –
MMA
548
Miracle Mile Advisors
California
$234K +$19.2K +820 +9%
BW
549
Bison Wealth
Georgia
$232K -$23.9K -1,020 -9%
BPA
550
Beacon Pointe Advisors
California
$231K -$14.7K -625 -6%
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