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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 %
SC
576
Seldon Capital
California
$267K – – –
AC
577
Apella Capital
Connecticut
$265K -$60.5K -2,632 -19%
IAS
578
Insigneo Advisory Services
Florida
$263K +$44.1K +1,917 +20%
TWM
579
Tradition Wealth Management
Minnesota
$261K -$17.4K -756 -6%
MYIA
580
Mount Yale Investment Advisors
Colorado
$260K -$34.5K -1,502 -12%
TA
581
TrueWealth Advisors
Alabama
$256K +$33.7K +1,468 +15%
SG
582
StoneX Group
New York
$256K +$256K +11,131 New
SWM
583
SeaCrest Wealth Management
New York
$256K +$230 +10 +0.1%
FWP
584
Firethorn Wealth Partners
Georgia
$254K +$1.13K +49 +0.4%
SAI
585
Savvy Advisors Inc
New York
$251K +$1.31K +57 +0.5%
GWM
586
GDS Wealth Management
Texas
$247K +$6.94K +302 +3%
NW
587
NewEdge Wealth
Pennsylvania
$243K -$331K -14,425 -58%
BAAM
588
Baker Avenue Asset Management
California
$239K +$3.29K +143 +1%
SPC
589
Sigma Planning Corp
Michigan
$238K -$76.8K -3,341 -24%
SC
590
Schubert & Co
Texas
$238K +$238K +10,366 New
MHC
591
Meyer Handelman Company
New York
$236K +$236K +10,291 New
APC
592
Aspire Private Capital
North Carolina
$236K +$86.6K +3,770 +58%
GWP
593
Gateway Wealth Partners
Wisconsin
$236K -$173K -7,523 -42%
Fifth Third Bancorp
594
Fifth Third Bancorp
Ohio
$235K +$119K +5,169 +102%
ERIC
595
Eagle Rock Investment Company
Georgia
$234K – – –
S
596
SignatureFD
Georgia
$233K – – –
MHB
597
Midwest Heritage Bank
Iowa
$231K -$50.7K -2,206 -18%
SMA
598
Seven Mile Advisory
New Jersey
$230K – – –
BW
599
Bison Wealth
Georgia
$226K -$1.49K -65 -0.7%
TPWA
600
TRUE Private Wealth Advisors
Oregon
$225K -$141K -6,128 -38%
22 23
24
25 26