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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

686 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 83 funds opening new positions, 292 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
9.98%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
0.83%
New
83
Increased
292
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
$767M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.3B
3
LPL Financial
LPL Financial
California
$2.35B
4
Bank of America
Bank of America
North Carolina
$8.32B
5
CA
Clearstead Advisors
Ohio
$67.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.21B
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$141M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$6.76M
4
Truist Financial
Truist Financial
North Carolina
$1.23B
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
701
Rede Wealth
Virginia
– -$1.61M -70,880 Closed
JWM
702
JPL Wealth Management
Colorado
– -$1.34M -58,763 Closed
OWA
703
One Wealth Advisors
California
– -$1.22M -53,688 Closed
GM
704
GeoWealth Management
Illinois
– -$1.2M -52,685 Closed
LNC
705
Lincoln National Corp
Pennsylvania
– -$1.07M -47,142 Closed
SAW
706
Signal Advisors Wealth
Michigan
– -$904K -39,691 Closed
Principal Financial Group
707
Principal Financial Group
Iowa
– -$888K -38,988 Closed
MC
708
Middleton & Co
Massachusetts
– -$725K -31,825 Closed
KFGK
709
Keystone Financial Group (Kentucky)
Kentucky
– -$711K -31,209 Closed
CBFP
710
Cedar Brook Financial Partners
Ohio
– -$655K -28,786 Closed
DFA
711
DHK Financial Advisors
New Hampshire
– -$547K -24,027 Closed
MWM
712
Mission Wealth Management
California
– -$393K -17,279 Closed
DA
713
Drake & Associates
Wisconsin
– -$390K -17,118 Closed
SWP
714
Significant Wealth Partners
Illinois
– -$374K -16,446 Closed
PWA
715
Prairie Wealth Advisors
Nebraska
– -$372K -16,339 Closed
CBB
716
Citizens Business Bank
California
– -$356K -15,643 Closed
DC
717
Davenport & Co
Virginia
– -$351K -15,399 Closed
MCA
718
Magnolia Capital Advisors
Mississippi
– -$314K -14,125 Closed
PA
719
Procyon Advisors
Connecticut
– -$312K -13,683 Closed
LFAS
720
Level Four Advisory Services
Texas
– -$294K -12,753 Closed
SPI
721
Sutton Place Investors
New York
– -$273K -12,003 Closed
DP
722
Dearborn Partners
Illinois
– -$268K -11,782 Closed
UAG
723
United Advisor Group
Ohio
– -$231K -10,127 Closed
NW
724
NewEdge Wealth
Pennsylvania
– -$218K -9,794 Closed
WHCI
725
W.H. Cornerstone Investments
Massachusetts
– -$220K -9,642 Closed
27 28
29
30 31