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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 %
AWP
551
Axis Wealth Partners
Rhode Island
$308K +$308K +13,404 New
ESB
552
Essex Savings Bank
Connecticut
$304K -$18.8K -820 -6%
WA
553
Wealth Alliance
New York
$303K +$44.1K +1,919 +17%
UB
554
Umpqua Bank
Oregon
$301K -$343K -15,416 -53%
CSP
555
Cary Street Partners
Virginia
$299K +$299K +13,032 New
EWM
556
Evercore Wealth Management
New York
$299K – – –
DCM
557
Donaldson Capital Management
Indiana
$297K -$8.07K -351 -3%
IBOK
558
Independence Bank of Kentucky
Kentucky
$294K +$201K +8,763 +219%
PGFC
559
Peapack-Gladstone Financial Corp
New Jersey
$292K – – –
Aberdeen Group
560
Aberdeen Group
United Kingdom
$291K – – –
EPW
561
Endeavor Private Wealth
Kansas
$291K +$291K +12,666 New
FDW
562
Fourth Dimension Wealth
Ohio
$289K +$289K +12,585 New
PPWP
563
Premier Path Wealth Partners
New Jersey
$287K -$184K -8,003 -39%
CA
564
CoreCap Advisors
Michigan
$286K +$82K +3,567 +40%
SW
565
SVB Wealth
Massachusetts
$285K +$285K +12,405 New
TSWM
566
Tyler-Stone Wealth Management
Ohio
$284K +$11.3K +493 +4%
BWM
567
Bulltick Wealth Management
Florida
$278K +$4.34K +189 +2%
LWA
568
Lifelong Wealth Advisors
Minnesota
$278K +$278K +12,109 New
IAIM
569
International Assets Investment Management
Florida
$276K +$276K +12,281 New
SA
570
Skyline Advisors
Washington
$275K -$7.75M -337,460 -97%
GWP
571
Gen-Wealth Partners
Michigan
$274K +$26.1K +1,135 +11%
MLA
572
My Legacy Advisors
Oregon
$273K +$14.7K +657 +6%
AWM
573
Axxcess Wealth Management
California
$273K +$5.93K +258 +2%
TBWA
574
Three Bridge Wealth Advisors
California
$268K +$3.61K +157 +1%
BWMG
575
Barnes Wealth Management Group
California
$267K +$267K +11,624 New
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