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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 %
VWM
676
Venturi Wealth Management
Texas
$39.3K +$4.69K +204 +14%
W
677
WealthCollab
Washington
$38.6K -$643 -28 -2%
WTFG
678
Wood Tarver Financial Group
Idaho
$38K +$38K +1,662 New
SIC
679
Salem Investment Counselors
North Carolina
$37.4K +$666 +29 +2%
LFG
680
Larson Financial Group
Missouri
$34.9K -$14.4K -625 -29%
PA
681
PSI Advisors
Florida
$33.9K +$33.9K +1,477 New
CCA
682
Criterion Capital Advisors
Tennessee
$31.7K – – –
SS
683
Sunbelt Securities
Texas
$31K -$12.8K -568 -29%
FFA
684
Frazier Financial Advisors
Ohio
$30.1K +$30.1K +1,340 New
FWM
685
FLP Wealth Management
Arkansas
$29.4K +$29.4K +1,280 New
AG
686
AmeriFlex Group
Nevada
$28.7K +$28.7K +1,273 New
CWP
687
Concord Wealth Partners
Virginia
$28.4K – – –
DWM
688
Dogwood Wealth Management
Kansas
$27.1K +$27.1K +1,179 New
OPTFSNA
689
Old Point Trust & Financial Services N A
Virginia
$25.7K +$25.7K +1,118 New
UBP
690
Union Bancaire Privee
Switzerland
$25.3K +$25.3K +1,126 New
GEA
691
Glen Eagle Advisors
New Jersey
$25K -$13.8K -600 -36%
SFA
692
Semmax Financial Advisors
North Carolina
$24.1K +$135 +6 +0.6%
TFGT
693
TS Financial Group (TSFG)
Illinois
$24K – – –
IRC
694
Investors Research Corp
Georgia
$23.8K – – –
CH
695
Canton Hathaway
Rhode Island
$23K -$2.76K -120 -11%
FDCDDQ
696
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.7K -$5.88K -256 -21%
WTA
697
Washington Trust Advisors
Massachusetts
$22.2K – – –
CTA
698
Colonial Trust Advisors
South Carolina
$22.1K – – –
NRC
699
New Republic Capital
North Carolina
$22.1K +$1.38K +60 +7%
FWA
700
FSC Wealth Advisors
New York
$21.5K – – –
26 27
28
29 30