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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 %
COCM
526
Charter Oak Capital Management
New Hampshire
$360K +$5.49K +239 +2%
IF
527
IRON Financial
Illinois
$355K -$61.5K -2,678 -15%
CSB
528
City State Bank
Iowa
$354K +$26.4K +1,150 +8%
CFG
529
Citizens Financial Group
Rhode Island
$352K -$230K -10,005 -40%
AO
530
Advisor OS
Illinois
$351K +$351K +15,262 New
MA
531
MJP Associates
Connecticut
$348K +$348K +15,141 New
AR
532
Apeiron RIA
Texas
$348K +$133K +5,780 +62%
CTA
533
Chesley Taft & Associates
Illinois
$340K +$69.2K +3,013 +26%
KFSC
534
Keystone Financial Services (Colorado)
Colorado
$337K -$3.95K -172 -1%
AA
535
Armis Advisers
Georgia
$336K +$336K +14,611 New
TWCA
536
Two West Capital Advisors
Kansas
$336K -$63.1K -2,745 -16%
RIL
537
Rothschild Investment LLC
Illinois
$335K +$1.54K +67 +0.5%
Legacy Financial Group (Iowa)
538
Legacy Financial Group (Iowa)
Iowa
$333K +$69.9K +3,040 +27%
RFG
539
Range Financial Group
Oregon
$331K +$331K +14,416 New
SWP
540
Sagespring Wealth Partners
Tennessee
$330K +$330K +14,372 New
MFG
541
MidWestOne Financial Group
Iowa
$329K -$36.3K -1,581 -10%
CM
542
Columbus Macro
Pennsylvania
$328K -$25.1K -1,091 -7%
LGWM
543
Litman Gregory Wealth Management
California
$326K -$915K -39,838 -74%
TCM
544
Triumph Capital Management
Colorado
$321K -$32.3K -1,407 -9%
State Farm Mutual Automobile Insurance
545
State Farm Mutual Automobile Insurance
Illinois
$320K +$320K +13,939 New
JWCA
546
J.W. Cole Advisors
Florida
$319K -$60K -2,609 -16%
PAS
547
PKS Advisory Services
New York
$317K +$317K +13,783 New
BA
548
Bellwether Advisors
Nebraska
$315K -$24.3K -1,056 -7%
GSIAS
549
Garden State Investment Advisory Services
New Jersey
$310K -$13K -564 -4%
SFS
550
Security Financial Services
Indiana
$310K -$5.7K -248 -2%
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