GOVT icon

iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

780 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, 316 increasing their positions, 251 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+66
Holders Change %
+9.24%
% of All Funds
10.38%
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
316
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 %
TPWA
601
TRUE Private Wealth Advisors
Oregon
$225K -$141K -6,128 -38%
CWM
602
Collaborative Wealth Management
Florida
$223K -$17.9K -779 -7%
1WM
603
1900 Wealth Management
Texas
$219K -$3.29K -143 -1%
Empower Advisory Group
604
Empower Advisory Group
Colorado
$219K -$12.5K -542 -5%
AWE
605
Avidian Wealth Enterprises
Texas
$219K +$7.33K +319 +3%
VFA
606
Valeo Financial Advisors
Indiana
$214K +$214K +9,322 New
MFG
607
Magnus Financial Group
New York
$213K +$11.6K +505 +6%
MWM
608
Modera Wealth Management
New Jersey
$211K +$3.33K +145 +2%
BWA
609
BCU Wealth Advisors
Illinois
$209K +$209K +9,111 New
TF
610
Theory Financial
Colorado
$209K -$5.33K -232 -2%
T
611
Transce3nd
Texas
$209K +$209K +9,095 New
SIC
612
Sterling Investment Counsel
New York
$208K +$208K +9,048 New
RIM
613
Redwood Investment Management
Arizona
$206K +$206K +8,979 New
CWM
614
Chesapeake Wealth Management
Virginia
$206K +$8.3K +361 +4%
LSIA
615
LaSalle St. Investment Advisors
Illinois
$205K +$205K +8,956 New
ACP
616
Aveo Capital Partners
Colorado
$205K +$205K +8,918 New
BPA
617
Beacon Pointe Advisors
California
$204K -$22.1K -962 -10%
KV
618
Kickstand Ventures
New York
$201K -$1.61K -70 -0.8%
LIA
619
LifePlan Investment Advisors
North Carolina
$201K -$2.46K -107 -1%
SPF
620
South Plains Financial
Texas
$195K +$195K +8,500 New
OIA
621
Optimum Investment Advisors
Illinois
$195K +$4.16K +181 +2%
JFGIW
622
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$188K +$67.4K +2,985 +56%
PG
623
Proffitt & Goodson
Tennessee
$184K +$4.78K +208 +3%
WWP
624
WR Wealth Planners
Missouri
$183K -$185K -8,061 -50%
PP
625
PrairieView Partners
Minnesota
$183K +$140K +6,249 +328%
23 24
25
26 27