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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 %
TC
626
Truvestments Capital
Florida
$172K -$65K -2,827 -27%
CA
627
Continuum Advisory
Idaho
$162K +$8.48K +369 +6%
T
628
Tidemark
California
$162K +$147K +6,390 +986%
SSB
629
Sandy Spring Bank
Maryland
$159K – – –
SRCM
630
Signature Resources Capital Management
California
$153K +$8.62K +375 +6%
CF
631
Centaurus Financial
California
$144K -$247K -10,705 -63%
AWM
632
Avior Wealth Management
Nebraska
$142K -$25K -1,087 -15%
MHR
633
Matthew Hamilton Rosenberg
$133K -$131K -5,703 -50%
LC
634
Lindbrook Capital
California
$133K +$133K +5,782 New
DRS
635
Deane Retirement Strategies
Louisiana
$133K -$1.82K -79 -1%
ATC
636
Adirondack Trust Company
New York
$124K +$46.2K +2,013 +60%
RFS
637
Richardson Financial Services
Massachusetts
$118K +$8.88K +395 +8%
MWM
638
Mascoma Wealth Management
New Hampshire
$117K +$107K +4,650 +1,006%
PK
639
Pflug Koory
Nebraska
$114K – – –
BWL
640
Bogart Wealth LLC
Virginia
$110K +$46 +2 +0%
RPA
641
Redwood Park Advisors
California
$109K +$109K +4,760 New
GM
642
GeoWealth Management
Illinois
$109K +$32.3K +1,405 +42%
FFA
643
Founders Financial Alliance
North Carolina
$96.7K +$46 +2 +0%
FPB
644
First PREMIER Bank
South Dakota
$93K – – –
GWSA
645
Global Wealth Strategies & Associates
Colorado
$92.8K +$4.25K +185 +5%
PSB
646
Piscataqua Savings Bank
New Hampshire
$80.6K – – –
GSWM
647
Golden State Wealth Management
California
$75.9K +$75.9K +3,304 New
BF
648
BOK Financial
Oklahoma
$74.2K +$39.6K +1,776 +114%
CIA
649
Cape Investment Advisory
Georgia
$73.3K +$26.7K +1,161 +57%
CT
650
Colonial Trust
South Carolina
$65.7K -$155K -6,884 -70%
24 25
26
27 28