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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.

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
1
Bank of America
North Carolina
$9.74B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.13B
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$497M
4
Charles Schwab
4
Charles Schwab
California
$462M
5
LPL Financial
5
LPL Financial
California
$2.6B

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$442M
3
HCC
3
Hirtle Callaghan & Co
Pennsylvania
$119M
4
IUHSA
4
Itau Unibanco Holding S.A.
Brazil
$1.51M
5
GI
5
GLOBALT Investments
Georgia
$3.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$41.5M +$7.54M +328,097 +22%
Brown Advisory
52
Brown Advisory
Maryland
$41.2M -$3.52M -153,178 -8%
3AM
53
3EDGE Asset Management
Florida
$41M -$1.84M -80,164 -4%
Wells Fargo
54
Wells Fargo
California
$40.5M -$574K -24,977 -1%
HWM
55
Heirloom Wealth Management
Colorado
$39.4M -$1.05M -45,486 -3%
FG
56
Foster Group
Iowa
$38.7M -$585K -25,440 -1%
CM
57
Castleark Management
Illinois
$37.3M +$37.3M +1,621,369 New
Kovitz Investment Group Partners
58
Kovitz Investment Group Partners
Illinois
$35.9M +$2.04M +88,756 +6%
SHGA
59
Sand Hill Global Advisors
California
$35.8M -$6.86M -298,483 -16%
BWP
60
BlueStem Wealth Partners
Minnesota
$35.3M +$35.3M +1,535,845 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$35M -$2.42M -105,128 -6%
VP
62
Verum Partners
North Carolina
$34.6M +$882K +38,362 +3%
Mirae Asset Global Investments
63
Mirae Asset Global Investments
South Korea
$34.4M -$4.7M -208,915 -12%
Envestnet Portfolio Solutions
64
Envestnet Portfolio Solutions
Illinois
$34.1M +$925K +40,237 +3%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$34.1M +$2.81M +122,353 +9%
US Bancorp
66
US Bancorp
Minnesota
$33.8M +$5.04M +219,460 +18%
Raymond James Financial
67
Raymond James Financial
Florida
$32.1M +$32.1M +1,395,416 New
MCWS
68
McKinley Carter Wealth Services
West Virginia
$30M +$1.62M +70,642 +6%
AA
69
Acorns Advisers
California
$28.4M +$1.69M +73,445 +6%
HCA
70
Heck Capital Advisors
Wisconsin
$27.7M -$516K -22,455 -2%
BAS
71
Brueske Advisory Services
Washington
$26.7M +$26.7M +1,160,633 New
GRP
72
Global Retirement Partners
California
$26.3M +$515K +22,422 +2%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$24.7M -$1.26M -55,009 -5%
RCG
74
Rock Creek Group
District of Columbia
$24.4M -$38.3M -1,667,576 -61%
PJSIMP
75
P.J. Schmidt Investment Management (PJS)
Wisconsin
$24.3M +$574K +24,964 +2%
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3
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