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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
+$1.08B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$879M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$454M
4
Charles Schwab
Charles Schwab
California
+$167M
5
LPL Financial
LPL Financial
California
+$123M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$176M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$164M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
-$139M
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
-$111M
5
GI
GLOBALT Investments
Georgia
-$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
651
Colonial Trust
South Carolina
$65.7K -$155K -6,884 -70%
TCOV
652
Trust Company of Vermont
Vermont
$65K – – –
BHWM
653
Beaird Harris Wealth Management
Texas
$63.7K – – –
AAP
654
Arax Advisory Partners
Colorado
$62K +$51.3K +2,231 +478%
CSPIA
655
Cary Street Partners Investment Advisory
Virginia
$61.5K -$542K -23,569 -90%
RFG
656
REAP Financial Group
Texas
$60.4K -$2.05K -89 -3%
AA
657
Ancora Advisors
Ohio
$59.8K +$253 +11 +0.4%
RWS
658
Retirement Wealth Solutions
Wisconsin
$59.7K +$59.7K +2,680 New
CPG
659
Cornerstone Planning Group
New Jersey
$53.8K -$4.45K -197 -8%
FGC
660
Financial Gravity Companies
Texas
$53.7K – – –
TSMHT
661
Thurston Springer Miller Herd & Titak
Indiana
$52.6K – – –
ITIM
662
Indiana Trust & Investment Management
Indiana
$52K – – –
PP
663
Pacifica Partners
Canada
$51.9K – – –
HNB
664
Huntington National Bank
Ohio
$50.2K -$123K – –
TH
665
TCTC Holdings
Texas
$49.6K – – –
HI
666
Horizon Investments
North Carolina
$47.9K +$47.9K +2,089 New
CTWM
667
Cherry Tree Wealth Management
Minnesota
$46.1K – – –
AW
668
Avion Wealth
Texas
$46K +$45 +2 +0.1%
MA
669
Montag & Associates
Georgia
$45.8K – – –
EWA
670
EverSource Wealth Advisors
Alabama
$44.9K -$4.67K -203 -9%
DRP
671
Decker Retirement Planning
Utah
$43.2K +$43.2K +1,881 New
EWM
672
EPG Wealth Management
Georgia
$43.2K +$276 +12 +0.6%
AWM
673
AllSquare Wealth Management
New York
$41.7K – – –
RCM
674
Raleigh Capital Management
North Carolina
$40.8K +$22.5K +980 +123%
OLVIG
675
Oliver Lagore Vanvalin Investment Group
Michigan
$40.1K -$3.24K -141 -7%
25 26
27
28 29