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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

689 hedge funds and large institutions have $23.4B invested in iShares US Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 311 increasing their positions, 226 reducing their positions, and 77 closing their positions.

Holders
689
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
9.99%
Holding in Top 10
61
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-16.44%
% of All Funds
0.88%
New
80
Increased
311
Reduced
226
Closed
77
Calls
$485K
Puts
$419K
Net Calls
+$66K
Net Calls Change
+$26.5M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.23B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.44B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.14B
4
Bank of America
4
Bank of America
North Carolina
$8.26B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$579M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$473M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.41M
3
HCC
3
Hirtle Callaghan & Co
Pennsylvania
$142M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$25.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$167M
Name Market Value Shares Shares
Change 		Shares
Change %
FG
51
Foster Group
Iowa
$41.3M 1,812,960 +1,730,344 +2,094%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$40.6M 1,781,729 -660,784 -27%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$39.3M 1,728,019 +741,261 +75%
BCM
54
Brookstone Capital Management
Illinois
$36.4M 1,600,267 -121,764 -7%
CPA
55
Capital Planning Advisors
California
$36.3M 1,593,133 +102,870 +7%
B
56
Bailard
California
$35.2M 1,547,879 +110,069 +8%
SFA
57
Sequoia Financial Advisors
Ohio
$35.1M 1,541,124 +155,615 +11%
MML Investors Services
58
MML Investors Services
Massachusetts
$34.5M 1,514,190 -35,588 -2%
HWM
59
Heirloom Wealth Management
Colorado
$34.3M 1,506,280 +186,731 +14%
AAG
60
Armstrong Advisory Group
Massachusetts
$34M 1,473,662 – –
Mirae Asset Global Investments
61
Mirae Asset Global Investments
South Korea
$32M 1,407,022 +115,203 +9%
Wells Fargo
62
Wells Fargo
California
$31.8M 1,396,304 -69,611 -5%
GRP
63
Global Retirement Partners
California
$28.9M 1,269,244 +1,169,774 +1,176%
SHGA
64
Sand Hill Global Advisors
California
$28.7M 1,259,795 +245,749 +24%
Envestnet Portfolio Solutions
65
Envestnet Portfolio Solutions
Illinois
$27.5M 1,209,154 +161,397 +15%
AWM
66
AE Wealth Management
Kansas
$27.5M 1,206,583 +138,816 +13%
US Bancorp
67
US Bancorp
Minnesota
$27.3M 1,197,405 +9,914 +0.8%
HighTower Advisors
68
HighTower Advisors
Illinois
$27.2M 1,197,502 +86,788 +8%
HCA
69
Heck Capital Advisors
Wisconsin
$27M 1,184,470 +17,227 +1%
MCWS
70
McKinley Carter Wealth Services
West Virginia
$26.5M 1,165,169 +89,432 +8%
RVPG
71
Relative Value Partners Group
$26.4M 1,146,747 -4,842 -0.4%
Cerity Partners
72
Cerity Partners
New York
$26M 1,143,805 -194,801 -15%
AllianceBernstein
73
AllianceBernstein
Tennessee
$25.2M 1,105,955 -3,315,013 -75%
JBA
74
Johnson Bixby & Associates
Washington
$24.8M 1,088,848 +65,271 +6%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$24.3M 1,066,513 +42,207 +4%
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