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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 %
AA
601
Ancora Advisors
Ohio
$60.7K -$109K -4,655 -64%
CPG
602
Cornerstone Planning Group
New Jersey
$58.9K -$49.7K -2,177 -46%
PFBT
603
Parkside Financial Bank & Trust
Missouri
$54.9K – – –
FGC
604
Financial Gravity Companies
Texas
$54.8K +$54.8K +2,338 New
PP
605
Pacifica Partners
Canada
$54.2K -$4.08K -174 -7%
TSMHT
606
Thurston Springer Miller Herd & Titak
Indiana
$53.6K – – –
ITIM
607
Indiana Trust & Investment Management
Indiana
$53.1K – – –
JIP
608
Jaffetilchin Investment Partners
Florida
$53K +$53K +2,258 New
PPC
609
Park Place Capital
Alabama
$52.9K -$28.7K -1,224 -35%
TH
610
TCTC Holdings
Texas
$50.6K – – –
EWA
611
EverSource Wealth Advisors
Alabama
$50.6K +$11.2K +477 +28%
LFG
612
Larson Financial Group
Missouri
$50.3K -$80.6K -3,436 -62%
CIA
613
Cape Investment Advisory
Georgia
$47.6K -$4.53K -193 -9%
CTWM
614
Cherry Tree Wealth Management
Minnesota
$47K – – –
AW
615
Avion Wealth
Texas
$47K +$69 +3 +0.1%
MA
616
Montag & Associates
Georgia
$46.7K – – –
SS
617
Sunbelt Securities
Texas
$45.7K -$3.45K -147 -7%
OLVIG
618
Oliver Lagore Vanvalin Investment Group
Michigan
$44.3K -$47 -2 -0.1%
PP
619
PrairieView Partners
Minnesota
$44K – – –
EWM
620
EPG Wealth Management
Georgia
$43.8K +$43.8K +1,868 New
FAM
621
Family Asset Management
South Carolina
$42.6K -$2.02K -86 -5%
AWM
622
AllSquare Wealth Management
New York
$42.6K – – –
W
623
WealthCollab
Washington
$40K +$40K +1,706 New
GEA
624
Glen Eagle Advisors
New Jersey
$39.6K +$14.1K +600 +55%
SJIM
625
St. Johns Investment Management
Florida
$37.8K +$37.8K +1,612 New
23 24
25
26 27