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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

714 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 86 funds opening new positions, 334 increasing their positions, 212 reducing their positions, and 48 closing their positions.

Holders
714
Holders Change
+28
Holders Change %
+4.08%
% of All Funds
10.33%
Holding in Top 10
65
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.04%
% of All Funds
0.94%
New
86
Increased
334
Reduced
212
Closed
48
Calls
$176K
Puts
$17.8M
Net Calls
-$17.6M
Net Calls Change
-$3.93M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$1.53B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.59B
3
Bank of America
3
Bank of America
North Carolina
$8.83B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$176M
5
LPL Financial
5
LPL Financial
California
$2.53B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$618M
2
HCC
2
Hirtle Callaghan & Co
Pennsylvania
$139M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$10.7M
4
SFC
4
Strategic Financial Concepts
Texas
$728K
5
UBS Group
5
UBS Group
Switzerland
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
3AM
51
3EDGE Asset Management
Florida
$43.7M -$1.22M -52,058 -3%
SHGA
52
Sand Hill Global Advisors
California
$43.6M +$1.13M +48,274 +3%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$43.4M +$2.11M +89,790 +5%
AWM
54
AE Wealth Management
Kansas
$42.9M +$6.72M +286,707 +19%
Wells Fargo
55
Wells Fargo
California
$41.9M +$7.26M +309,434 +21%
HWM
56
Heirloom Wealth Management
Colorado
$41.2M +$1.06M +45,201 +3%
Mirae Asset Global Investments
57
Mirae Asset Global Investments
South Korea
$40.9M +$8.31M +353,608 +26%
FG
58
Foster Group
Iowa
$40.1M -$1.07M -45,549 -3%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$38.2M -$1.05M -44,653 -3%
PAS
60
Park Avenue Securities
New York
$37.3M +$3.49M +148,883 +10%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$35.1M +$25.8M +1,101,796 +280%
MML Investors Services
62
MML Investors Services
Massachusetts
$34.6M +$6.11M +260,691 +21%
Kovitz Investment Group Partners
63
Kovitz Investment Group Partners
Illinois
$34.4M +$34.4M +1,474,071 New
VP
64
Verum Partners
North Carolina
$34.4M +$2.02M +86,004 +6%
Envestnet Portfolio Solutions
65
Envestnet Portfolio Solutions
Illinois
$33.9M +$719K +30,653 +2%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$31.9M -$4.08M -173,848 -11%
BIP
67
Blueprint Investment Partners
North Carolina
$30M +$16.5M +703,605 +122%
CPA
68
Capital Planning Advisors
California
$29.4M -$9.3M -396,474 -24%
US Bancorp
69
US Bancorp
Minnesota
$29.3M -$69.2K -2,949 -0.2%
MCWS
70
McKinley Carter Wealth Services
West Virginia
$29M +$751K +32,032 +3%
HCA
71
Heck Capital Advisors
Wisconsin
$28.8M +$972K +41,454 +3%
AA
72
Acorns Advisers
California
$27.3M +$1.31M +55,817 +5%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$26.5M +$1.19M +50,849 +5%
B
74
Bailard
California
$26.4M -$12.2M -519,705 -32%
GRP
75
Global Retirement Partners
California
$26.3M -$5.4M -230,108 -17%
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