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iShares US Treasury Bond ETF
GOVT

692 hedge funds and large institutions have $23.5B invested in iShares US Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 295 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 237

20% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 71

0% more capital invested

Capital invested by funds: $23.4B → $23.5B (+$79M)

0% less funds holding

Funds holding: 693 → 692 (-1)

0.41% less ownership

Funds ownership: 91.2% → 90.78% (-0.41%)

6% less funds holding in top 10

Funds holding in top 10: 63 → 59 (-4)

98% less call options, than puts

Call options by funds: $264K | Put options by funds: $14M

Holders
692
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
9.99%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
0.85%
New
85
Increased
295
Reduced
237
Closed
71
Calls
$264K
Puts
$14M
Net Calls
-$13.7M
Net Calls Change
-$13.8M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$191M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$162M
3
LPL Financial
LPL Financial
California
+$144M
4
Bank of America
Bank of America
North Carolina
+$128M
5
CA
Clearstead Advisors
Ohio
+$67M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$209M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$105M
3
Truist Financial
Truist Financial
North Carolina
-$85.6M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$66.8M
5
Asset Management One
Asset Management One
Japan
-$59.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
676
Hazlett, Burt & Watson
West Virginia
$2K +$2.47K +110 New
M
677
MOTCO
Texas
$1.92K – – –
WT
678
Washington Trust
Rhode Island
$1.92K – – –
HR
679
Howe & Rusling
New York
$1.85K – – –
RFA
680
Register Financial Advisors
Georgia
$1.78K +$1.77K +79 New
KA
681
Kozak & Associates
Colorado
$1.66K – – –
OSAM
682
O'Shaughnessy Asset Management
Connecticut
$1.49K +$1.48K +66 New
EAM
683
Eukles Asset Management
Ohio
$1.29K – – –
GWANC
684
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.22K – – –
SC
685
Swan Capital
Florida
$1.13K +$1.12K +50 New
HIA
686
Harbor Investment Advisory
Maryland
$1.08K – – –
CAL
687
Capital Advisors Ltd
Ohio
$1K – – –
AA
688
AlphaMark Advisors
Kentucky
$1K +$1.37K +61 New
TIM
689
Tortoise Investment Management
New York
$948 – – –
ADL
690
Asset Dedication LLC
California
$836 – – –
FPFS
691
First Personal Financial Services
North Carolina
$678 – – –
BL
692
BFSG LLC
California
$655 – – –
FHC
693
First Heartland Consultants
Missouri
$571 -$561 -25 -0.1%
NMM
694
Naples Money Management
Florida
$448 – – –
FIM
695
FWL Investment Management
Texas
$68 – – –
RIA
696
Realta Investment Advisors
Delaware
$68 – – –
1832 Asset Management
697
1832 Asset Management
Ontario, Canada
– -$66.8M -2,935,845 Closed
Asset Management One
698
Asset Management One
Japan
– -$59.2M -2,600,000 Closed
RVPG
699
Relative Value Partners Group
– -$26.4M -1,146,747 Closed
GCM
700
Genus Capital Management
British Columbia, Canada
– -$16.1M -717,382 Closed
26 27
28
29 30

GOVT Hedge Fund Activity: Q2 2024 in Review

692 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q2 2024, worth a combined $23.5B — up 0.34% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new GOVT positions and 71 closed out — a net gain of 14 holders — while 295 added to existing stakes and 237 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $209M.

  • 692 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q2 2024, down from 693 in Q1 2024.
  • Funds reported $23.5B of iShares US Treasury Bond ETF stock for Q2 2024, up 0.34% quarter-over-quarter.
  • 85 funds opened new iShares US Treasury Bond ETF positions in Q2 2024 and 71 closed out, a net change of +14 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q2 2024 was PNC Financial Services Group, an estimated $191M added.
  • The largest iShares US Treasury Bond ETF seller in Q2 2024 was Fidelity Investments, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2024.