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iShares US Treasury Bond ETF
GOVT

720 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 87 funds opening new positions, 337 increasing their positions, 213 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 49

58% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 213

14% more funds holding in top 10

Funds holding in top 10: 59 → 67 (+8)

8% more capital invested

Capital invested by funds: $23.5B → $25.3B (+$1.83B)

4% more funds holding

Funds holding: 692 → 720 (+28)

0.15% less ownership

Funds ownership: 90.78% → 90.63% (-0.15%)

99% less call options, than puts

Call options by funds: $176K | Put options by funds: $17.8M

Holders
720
Holders Change
+28
Holders Change %
+4.05%
% of All Funds
10.34%
Holding in Top 10
67
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.56%
% of All Funds
0.96%
New
87
Increased
337
Reduced
213
Closed
49
Calls
$176K
Puts
$17.8M
Net Calls
-$17.6M
Net Calls Change
-$3.93M

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$256M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$246M
3
Bank of America
Bank of America
North Carolina
+$186M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$94M
5
LPL Financial
LPL Financial
California
+$81.6M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$635M
2
HighTower Advisors
HighTower Advisors
Illinois
-$18.8M
3
SFC
Strategic Financial Concepts
Texas
-$18.7M
4
UBS Group
UBS Group
Switzerland
-$13.5M
5
PCIA
Prime Capital Investment Advisors
Kansas
-$13.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
701
Atticus Wealth Management
Florida
$2.29K +$23 +1 +1%
AFWM
702
Abich Financial Wealth Management
Virginia
$2.11K +$2.08K +90 New
M
703
MOTCO
Texas
$1.99K – – –
WT
704
Washington Trust
Rhode Island
$1.99K – – –
HR
705
Howe & Rusling
New York
$1.92K – – –
RFA
706
Register Financial Advisors
Georgia
$1.85K – – –
SMA
707
Sage Mountain Advisors
Georgia
$1.78K +$1.76K +76 New
HF
708
Halpern Financial
Virginia
$1.38K +$1.37K +59 New
OC
709
Oarsman Capital
Wisconsin
$1.36K +$1.34K +58 New
EAM
710
Eukles Asset Management
Ohio
$1.34K – – –
CJ
711
Caitlin John
Michigan
$1.31K +$1.34K +58 New
GWANC
712
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.27K – – –
HIA
713
Harbor Investment Advisory
Maryland
$1.13K – – –
TFA
714
Transamerica Financial Advisors
Florida
$1K +$602 +26 New
TIM
715
Tortoise Investment Management
New York
$985 – – –
FPFS
716
First Personal Financial Services
North Carolina
$704 – – –
BL
717
BFSG LLC
California
$681 – – –
TF
718
Tompkins Financial
New York
$586 -$2.66K -115 -82%
FWP
719
FAS Wealth Partners
Kansas
$391 -$2.04K -88 -84%
FIM
720
FWL Investment Management
Texas
$70 – – –
RIA
721
Realta Investment Advisors
Delaware
$69 – – –
GBT
722
Grove Bank & Trust
Florida
$23 -$58.6K -2,532 -100%
CWM
723
Centric Wealth Management
Illinois
– -$4.8M -210,365 Closed
HF
724
HRT Financial
New York
– -$2.47M -109,419 Closed
SMWM
725
Silvia McColl Wealth Management
California
– -$830K -36,784 Closed
27 28
29
30 31

GOVT Hedge Fund Activity: Q3 2024 in Review

720 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q3 2024, worth a combined $25.3B — up 7.8% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new GOVT positions and 49 closed out — a net gain of 38 holders — while 337 added to existing stakes and 213 trimmed.

The largest buyer was Truist Financial, adding an estimated $256M. The largest seller was Fidelity Investments, cutting an estimated $635M.

  • 720 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q3 2024, up from 692 in Q2 2024.
  • Funds reported $25.3B of iShares US Treasury Bond ETF stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 87 funds opened new iShares US Treasury Bond ETF positions in Q3 2024 and 49 closed out, a net change of +38 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q3 2024 was Truist Financial, an estimated $256M added.
  • The largest iShares US Treasury Bond ETF seller in Q3 2024 was Fidelity Investments, an estimated $635M sold.

Based on aggregated 13F filings for Q3 2024.