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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 %
CT
551
Colonial Trust
South Carolina
$231K +$38.8K +1,652 +20%
TA
552
TrueWealth Advisors
Alabama
$227K -$45K -1,919 -17%
1WM
553
1900 Wealth Management
Texas
$227K -$22.1K -944 -9%
TI
554
TrueMark Investments
Illinois
$226K -$62.9K -2,683 -22%
MW
555
Maia Wealth
Colorado
$224K -$24.8K -1,082 -10%
IAS
556
Insigneo Advisory Services
Florida
$224K -$10.7K -455 -5%
AR
557
Apeiron RIA
Texas
$219K -$7.83K -334 -3%
AWE
558
Avidian Wealth Enterprises
Texas
$216K +$216K +9,199 New
TF
559
Theory Financial
Colorado
$213K +$213K +9,332 New
MWM
560
Modera Wealth Management
New Jersey
$212K +$680 +29 +0.3%
ATS
561
Ashton Thomas Securities
New York
$211K -$1.76K -75 -0.8%
CWP
562
Core Wealth Partners
California
$209K – – –
CA
563
CoreCap Advisors
Michigan
$208K -$15.5K -663 -7%
RFN
564
RDA Financial Network
Iowa
$207K -$4.55K -194 -2%
LIA
565
LifePlan Investment Advisors
North Carolina
$207K +$207K +8,835 New
KV
566
Kickstand Ventures
New York
$207K -$4.95K -211 -2%
MFG
567
Magnus Financial Group
New York
$206K -$2.63K -112 -1%
CWM
568
Chesapeake Wealth Management
Virginia
$201K +$201K +8,591 New
OIA
569
Optimum Investment Advisors
Illinois
$195K +$4.81K +205 +3%
TRCT
570
Tower Research Capital (TRC)
New York
$185K -$443K -18,894 -71%
PG
571
Proffitt & Goodson
Tennessee
$183K -$23 -1 -0%
FCT
572
Family Capital Trust
Massachusetts
$180K – – –
AWM
573
Avior Wealth Management
Nebraska
$171K +$72.8K +3,105 +74%
SSB
574
Sandy Spring Bank
Maryland
$162K +$4.71K +201 +3%
APC
575
Aspire Private Capital
North Carolina
$153K +$24.7K +1,054 +19%
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