GOVT icon

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.

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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$618M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$139M
3
HighTower Advisors
HighTower Advisors
Illinois
$10.7M
4
SFC
Strategic Financial Concepts
Texas
$728K
5
UBS Group
UBS Group
Switzerland
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWMIAS
726
One Wealth Management Investment & Advisory Services
Florida
– -$317K -14,028 Closed
BPAMU
727
BTG Pactual Asset Management US
New York
– -$299K -13,226 Closed
SW
728
SVB Wealth
Massachusetts
– -$272K -12,070 Closed
1CP
729
17 Capital Partners
Arizona
– -$255K -11,318 Closed
LNWWM
730
Laird Norton Wetherby Wealth Management
California
– -$251K -11,125 Closed
VWA
731
Visionary Wealth Advisors
Illinois
– -$222K -9,830 Closed
SG
732
Strid Group
Pennsylvania
– -$215K -9,517 Closed
SAM
733
Strategy Asset Managers
California
– -$216K -9,431 Closed
IF
734
Intrua Financial
Texas
– -$210K -9,305 Closed
DWP
735
Daymark Wealth Partners
Ohio
– -$210K -9,298 Closed
CB
736
Cadence Bank
Mississippi
– -$205K -9,103 Closed
CWM
737
CCG Wealth Management
California
– -$205K -9,097 Closed
ATC
738
Argent Trust Co
Tennessee
– -$204K -9,053 Closed
SAMC
739
Spectrum Asset Management (California)
California
– -$204K -9,030 Closed
CYG
740
Clean Yield Group
Vermont
– -$181K -8,000 Closed
ANBT
741
American National Bank & Trust
Texas
– -$114K -5,040 Closed
KFS
742
Kelly Financial Services
Massachusetts
– -$97.2K -4,306 Closed
CA
743
Crewe Advisors
Utah
– -$81K -3,589 Closed
GI
744
Gradient Investments
Minnesota
– -$61.5K -2,727 Closed
RWMG
745
Redwood Wealth Management Group
New Jersey
– -$41.8K -1,854 Closed
SA
746
Scarborough Advisors
Maryland
– -$35.1K -1,553 Closed
CSWG
747
Cardinal Strategic Wealth Guidance
Kentucky
– -$32.1K -1,423 Closed
WIA
748
Wetzel Investment Advisors
Indiana
– -$32.4K -1,421 Closed
Simplex Trading
749
Simplex Trading
Illinois
– -$28K -1,276 Closed
WIM
750
Westside Investment Management
California
– -$28.8K -1,274 Closed
27 28 29
30
31