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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

779 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, 315 increasing their positions, 251 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+65
Holders Change %
+9.1%
% of All Funds
10.37%
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
315
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
$9.74B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.13B
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$497M
4
Charles Schwab
Charles Schwab
California
$462M
5
LPL Financial
LPL Financial
California
$2.6B

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$442M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
$119M
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
$1.51M
5
GI
GLOBALT Investments
Georgia
$3.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
701
Pinnacle Bancorp
Nebraska
$20.1K – – –
YAL
702
Your Advocates Ltd
Texas
$20.1K – – –
BTD
703
BankPlus Trust Department
Mississippi
$19.8K +$19.8K +863 New
FWP
704
FAS Wealth Partners
Kansas
$19.2K +$18.8K +817 +4,806%
GJIA
705
Glass Jacobson Investment Advisors
Maryland
$19K +$9.54K +415 +101%
JHCP
706
Jackson Hole Capital Partners
Oklahoma
$18.9K – – –
PA
707
Pineridge Advisors
Missouri
$17K +$184 +8 +1%
BC
708
Barrett & Company
Rhode Island
$15.9K – – –
Q1WB
709
Quest 10 Wealth Builders
Virginia
$15.5K +$15.5K +674 New
NP
710
NorthRock Partners
Minnesota
$15.4K +$3.17K +138 +26%
FCG
711
Financial Connections Group
California
$15K +$153 +7 +1%
MIM
712
MTM Investment Management
South Carolina
$14.9K +$14.9K +649 New
BCMLT
713
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.8K -$61.9K -2,694 -81%
ACA
714
Aptus Capital Advisors
Alabama
$14.6K -$18.1K -788 -55%
S
715
Sachetta
Massachusetts
$14.4K +$14.4K +628 New
GWSG
716
GPS Wealth Strategies Group
Colorado
$14.3K – – –
PFSC
717
Peoples Financial Services Corp
Pennsylvania
$14.2K – – –
TAM
718
Tucker Asset Management
Colorado
$13.9K -$7.74K -337 -36%
AFG
719
Albion Financial Group
Utah
$13.8K +$7.24K +315 +111%
WT
720
Whittier Trust
California
$13.3K +$13.3K +581 New
Kayne Anderson Rudnick Investment Management
721
Kayne Anderson Rudnick Investment Management
California
$13.2K – – –
PMIM
722
Prudent Man Investment Management
Colorado
$13.2K +$13.2K +575 New
MFG
723
Menard Financial Group
Texas
$13.2K +$13.2K +574 New
FWM
724
FSA Wealth Management
Massachusetts
$12.8K -$7.47K -325 -37%
SIS
725
Strategic Investment Solutions
Illinois
$11.8K +$115 +5 +1%
27 28
29
30 31