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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.

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

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$442M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
$119M
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
$1.51M
5
GI
GLOBALT Investments
Georgia
$3.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPC
726
Park Place Capital
Alabama
$10.4K -$41.4K -1,803 -80%
WBC
727
West Branch Capital
Massachusetts
$10.3K – – –
KSWA
728
Kathleen S. Wright Associates
Pennsylvania
$10.2K – – –
AT
729
Arlington Trust
Alabama
$10.1K – – –
GWANC
730
Guardian Wealth Advisors (North Carolina)
North Carolina
$10K +$8.78K +382 +707%
AC
731
AlphaCore Capital
California
$8.23K -$7.1K -309 -46%
SC
732
Sawyer & Company
Massachusetts
$8K – – –
SIS
733
Sound Income Strategies
Florida
$7.33K -$69 -3 -0.9%
SWA
734
SOA Wealth Advisors
New York
$6.89K +$437 +19 +7%
CSC
735
Caldwell Sutter Capital
California
$5.84K – – –
NCM
736
Northwest Capital Management
Oregon
$5.79K – – –
WA
737
WestEnd Advisors
North Carolina
$5.52K – – –
OSAM
738
O'Shaughnessy Asset Management
Connecticut
$5.42K +$5.42K +236 New
KWM
739
Kiker Wealth Management
Georgia
$5.31K +$5.31K +231 New
LIS
740
Legacy Investment Solutions
Idaho
$5.06K – – –
LWMI
741
Legacy Wealth Management (Idaho)
Idaho
$5.06K – – –
DCM
742
Davis Capital Management
Florida
$4.78K – – –
SWM
743
Sanctuary Wealth Management
Idaho
$4.46K – – –
GA
744
GoalVest Advisory
New York
$4.3K -$57.1K -2,486 -93%
HR
745
Howe & Rusling
New York
$4.22K +$2.33K +101 +123%
HWA
746
Heritage Wealth Advisors
Virginia
$4.04K +$23 +1 +0.6%
VWM
747
Valley Wealth Managers
New Jersey
$3.98K – – –
TAM
748
Townsend Asset Management
North Carolina
$3.38K – – –
HBW
749
Hazlett, Burt & Watson
West Virginia
$3K +$27 +1 +0.9%
LI
750
LRI Investments
Florida
$2.8K – – –
28 29
30
31 32