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iShares US Treasury Bond ETF
GOVT

692 hedge funds and large institutions have $23.5B invested in iShares US Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 295 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 237

20% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 71

0% more capital invested

Capital invested by funds: $23.4B → $23.5B (+$79M)

0% less funds holding

Funds holding: 693 → 692 (-1)

0.41% less ownership

Funds ownership: 91.2% → 90.78% (-0.41%)

6% less funds holding in top 10

Funds holding in top 10: 63 → 59 (-4)

98% less call options, than puts

Call options by funds: $264K | Put options by funds: $14M

Holders
692
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
9.99%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
0.85%
New
85
Increased
295
Reduced
237
Closed
71
Calls
$264K
Puts
$14M
Net Calls
-$13.7M
Net Calls Change
-$13.8M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$191M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$162M
3
LPL Financial
LPL Financial
California
+$144M
4
Bank of America
Bank of America
North Carolina
+$128M
5
CA
Clearstead Advisors
Ohio
+$67M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$209M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$105M
3
Truist Financial
Truist Financial
North Carolina
-$85.6M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$66.8M
5
Asset Management One
Asset Management One
Japan
-$59.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
551
FinTrust Capital Advisors
South Carolina
$153K +$1.28K +57 +0.8%
SSB
552
Sandy Spring Bank
Maryland
$151K +$1.12K +50 +0.8%
CA
553
Continuum Advisory
Idaho
$144K -$79.9K -3,563 -36%
CF
554
Centaurus Financial
California
$141K +$13.7K +613 +11%
CT
555
Caldwell Trust
Florida
$140K – – –
CPG
556
Custom Portfolio Group
Colorado
$139K – – –
DRS
557
Deane Retirement Strategies
Louisiana
$131K -$1.66K -74 -1%
RIL
558
Rothschild Investment LLC
Illinois
$130K +$16.7K +743 +15%
LFG
559
Larson Financial Group
Missouri
$126K +$110K +4,910 +733%
APC
560
Aspire Private Capital
North Carolina
$123K +$7.08K +316 +6%
FFA
561
Founders Financial Alliance
North Carolina
$121K +$22 +1 +0%
CTC
562
Central Trust Company
Missouri
$114K +$291 +13 +0.3%
ANBT
563
American National Bank & Trust
Texas
$114K -$12.6K -560 -10%
CPG
564
Cornerstone Planning Group
New Jersey
$111K -$90.6K -4,042 -46%
IGWM
565
ICA Group Wealth Management
Colorado
$110K -$1.21M -53,853 -92%
Fifth Third Bancorp
566
Fifth Third Bancorp
Ohio
$109K -$595K -26,541 -85%
RFS
567
Richardson Financial Services
Massachusetts
$109K -$202 -9 -0.2%
BWL
568
Bogart Wealth LLC
Virginia
$105K -$1.46K -65 -1%
HGERS
569
Householder Group Estate & Retirement Specialist
Arizona
$102K -$11.5K -513 -10%
GWSA
570
Global Wealth Strategies & Associates
Colorado
$99.4K -$1.03M -45,965 -91%
KFS
571
Kelly Financial Services
Massachusetts
$97.2K -$247 -11 -0.3%
AWM
572
Avior Wealth Management
Nebraska
$94.2K +$75K +3,343 +402%
FGAM
573
Financial Gravity Asset Management
Texas
$92.4K -$337K -15,046 -79%
FPB
574
First PREMIER Bank
South Dakota
$91K – – –
IBOK
575
Independence Bank of Kentucky
Kentucky
$87K +$86.4K +3,854 New
21 22
23
24 25

GOVT Hedge Fund Activity: Q2 2024 in Review

692 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q2 2024, worth a combined $23.5B — up 0.34% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new GOVT positions and 71 closed out — a net gain of 14 holders — while 295 added to existing stakes and 237 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $209M.

  • 692 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q2 2024, down from 693 in Q1 2024.
  • Funds reported $23.5B of iShares US Treasury Bond ETF stock for Q2 2024, up 0.34% quarter-over-quarter.
  • 85 funds opened new iShares US Treasury Bond ETF positions in Q2 2024 and 71 closed out, a net change of +14 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q2 2024 was PNC Financial Services Group, an estimated $191M added.
  • The largest iShares US Treasury Bond ETF seller in Q2 2024 was Fidelity Investments, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2024.