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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
$1.53B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.59B
3
Bank of America
Bank of America
North Carolina
$8.83B
4
AllianceBernstein
AllianceBernstein
Tennessee
$176M
5
LPL Financial
LPL Financial
California
$2.53B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$618M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$139M
3
HighTower Advisors
HighTower Advisors
Illinois
$10.7M
4
SFC
Strategic Financial Concepts
Texas
$728K
5
UBS Group
UBS Group
Switzerland
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
651
Providence Capital Advisors
North Carolina
$17.2K +$17.2K +734 New
PA
652
Pineridge Advisors
Missouri
$17.1K -$4.1K -175 -19%
BC
653
Barrett & Company
Rhode Island
$16.2K +$13.6K +578 +507%
AC
654
AlphaCore Capital
California
$15.6K – – –
T
655
Tidemark
California
$15.2K – – –
FCG
656
Financial Connections Group
California
$15K +$132 +6 +0.9%
GWSG
657
GPS Wealth Strategies Group
Colorado
$14.6K – – –
PFSC
658
Peoples Financial Services Corp
Pennsylvania
$14.5K – – –
Kayne Anderson Rudnick Investment Management
659
Kayne Anderson Rudnick Investment Management
California
$13.8K – – –
NP
660
NorthRock Partners
Minnesota
$12.5K -$13.6K -581 -52%
SIS
661
Strategic Investment Solutions
Illinois
$11.9K +$11.9K +507 New
SAM
662
Smartleaf Asset Management
Massachusetts
$11.6K +$5.1K +217 +78%
AAP
663
Arax Advisory Partners
Colorado
$11K – – –
MSWM
664
Mowery & Schoenfeld Wealth Management
Illinois
$10.9K +$10.9K +465 New
MWM
665
Mascoma Wealth Management
New Hampshire
$10.8K – – –
WBC
666
West Branch Capital
Massachusetts
$10.5K +$2.46K +105 +31%
KSWA
667
Kathleen S. Wright Associates
Pennsylvania
$10.4K – – –
AT
668
Arlington Trust
Alabama
$10.3K -$8.7K -371 -46%
GJIA
669
Glass Jacobson Investment Advisors
Maryland
$9.64K +$1.24K +53 +15%
SC
670
Sawyer & Company
Massachusetts
$8K +$8K +347 New
SIS
671
Sound Income Strategies
Florida
$7.54K +$3.56K +152 +89%
AFG
672
Albion Financial Group
Utah
$6.68K -$516 -22 -7%
SWA
673
SOA Wealth Advisors
New York
$6.59K -$5.18K -221 -44%
ADL
674
Asset Dedication LLC
California
$6.31K +$5.44K +232 +627%
PMFA
675
Plante Moran Financial Advisors
Michigan
$5.98K +$5.98K +255 New
25 26
27
28 29