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iShares US Treasury Bond ETF
GOVT

692 hedge funds and large institutions have $23.5B invested in iShares US Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 295 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 237

20% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 71

0% more capital invested

Capital invested by funds: $23.4B → $23.5B (+$79M)

0% less funds holding

Funds holding: 693 → 692 (-1)

0.41% less ownership

Funds ownership: 91.2% → 90.78% (-0.41%)

6% less funds holding in top 10

Funds holding in top 10: 63 → 59 (-4)

98% less call options, than puts

Call options by funds: $264K | Put options by funds: $14M

Holders
692
Holders Change
-1
Holders Change %
-0.14%
% of All Funds
9.99%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
0.85%
New
85
Increased
295
Reduced
237
Closed
71
Calls
$264K
Puts
$14M
Net Calls
-$13.7M
Net Calls Change
-$13.8M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$191M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$162M
3
LPL Financial
LPL Financial
California
+$144M
4
Bank of America
Bank of America
North Carolina
+$128M
5
CA
Clearstead Advisors
Ohio
+$67M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$209M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$105M
3
Truist Financial
Truist Financial
North Carolina
-$85.6M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$66.8M
5
Asset Management One
Asset Management One
Japan
-$59.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
726
Level Four Advisory Services
Texas
– -$294K -12,753 Closed
SPI
727
Sutton Place Investors
New York
– -$273K -12,003 Closed
DP
728
Dearborn Partners
Illinois
– -$268K -11,782 Closed
UAG
729
United Advisor Group
Ohio
– -$231K -10,127 Closed
NW
730
NewEdge Wealth
Pennsylvania
– -$218K -9,794 Closed
WHCI
731
W.H. Cornerstone Investments
Massachusetts
– -$220K -9,642 Closed
AFG
732
Atomi Financial Group
New York
– -$218K -9,571 Closed
AWA
733
Acorn Wealth Advisors
Michigan
– -$213K -9,374 Closed
AWE
734
Avidian Wealth Enterprises
Texas
– -$207K -9,109 Closed
PCA
735
Pallas Capital Advisors
Massachusetts
– -$207K -9,108 Closed
AIA
736
Alternative Investment Advisors
Florida
– -$202K -8,959 Closed
PFGIA
737
Patriot Financial Group Insurance Agency
Massachusetts
– -$203K -8,932 Closed
TCWM
738
Total Clarity Wealth Management
Illinois
– -$201K -8,841 Closed
FNT
739
First National Trust
Pennsylvania
– -$201K -8,831 Closed
CPL
740
CAP Partners LLC
Tennessee
– -$201K -8,818 Closed
PAM
741
Palisade Asset Management
Minnesota
– -$147K -6,477 Closed
HIIFS
742
Harel Insurance Investments & Financial Services
Israel
– -$144K -6,343 Closed
TW
743
TritonPoint Wealth
Maryland
– -$291K -5,168 Closed
JWM
744
Janiczek Wealth Management
Colorado
– -$89.3K -3,923 Closed
FFWM
745
Future Financial Wealth Management
Ohio
– -$80.4K -3,532 Closed
MSFP
746
Mark Sheptoff Financial Planning
Connecticut
– -$72.7K -3,192 Closed
PVH
747
Psagot Value Holdings
Israel
– -$58K -2,546 Closed
WIC
748
Woodmont Investment Counsel
Tennessee
– -$55K -2,414 Closed
VC
749
Vestor Capital
Illinois
– -$55K -2,395 Closed
WPA
750
West Paces Advisors
Georgia
– -$34.2K -1,500 Closed
27 28 29
30
31

GOVT Hedge Fund Activity: Q2 2024 in Review

692 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q2 2024, worth a combined $23.5B — up 0.34% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new GOVT positions and 71 closed out — a net gain of 14 holders — while 295 added to existing stakes and 237 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $191M. The largest seller was Fidelity Investments, cutting an estimated $209M.

  • 692 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q2 2024, down from 693 in Q1 2024.
  • Funds reported $23.5B of iShares US Treasury Bond ETF stock for Q2 2024, up 0.34% quarter-over-quarter.
  • 85 funds opened new iShares US Treasury Bond ETF positions in Q2 2024 and 71 closed out, a net change of +14 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q2 2024 was PNC Financial Services Group, an estimated $191M added.
  • The largest iShares US Treasury Bond ETF seller in Q2 2024 was Fidelity Investments, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2024.