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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

689 hedge funds and large institutions have $23.4B invested in iShares US Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 311 increasing their positions, 226 reducing their positions, and 77 closing their positions.

Holders
689
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
9.99%
Holding in Top 10
61
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-16.44%
% of All Funds
0.88%
New
80
Increased
311
Reduced
226
Closed
77
Calls
$485K
Puts
$419K
Net Calls
+$66K
Net Calls Change
+$26.5M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.23B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.44B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.14B
4
Bank of America
4
Bank of America
North Carolina
$8.26B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$579M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$473M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.41M
3
HCC
3
Hirtle Callaghan & Co
Pennsylvania
$142M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$25.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$167M
Name Market Value Shares Shares
Change 		Shares
Change %
RIM
751
Rockbridge Investment Management
New York
– – -824 Closed
OSAM
752
O'Shaughnessy Asset Management
Connecticut
– – -763 Closed
OAJ
753
Ogorek Anthony Joseph
New York
– – -592 Closed
AP
754
Arlington Partners
Alabama
– – -441 Closed
HCP
755
Hexagon Capital Partners
Arkansas
– – -271 Closed
IFAM
756
Institutional & Family Asset Management
Colorado
– – -264 Closed
RCM
757
Richardson Capital Management
Wisconsin
– – -263 Closed
LFA
758
Livelsberger Financial Advisory
Ohio
– – -257 Closed
LF
759
Lee Financial
Texas
– – -255 Closed
NFSG
760
Newbridge Financial Services Group
Florida
– – -252 Closed
MSWM
761
McGlone Suttner Wealth Management
Wisconsin
– – -187 Closed
IPW
762
Impact Partnership Wealth
Georgia
– – -167 Closed
ICM
763
Islay Capital Management
Texas
– – -164 Closed
EWM
764
Evermay Wealth Management
Virginia
– – -121 Closed
RFA
765
Register Financial Advisors
Georgia
– – -93 Closed
LC
766
Lindbrook Capital
California
– – -87 Closed
GWMIA
767
Global Wealth Management Investment Advisory
Florida
– – -52 Closed
HF
768
Halpern Financial
Virginia
– – -13 Closed
Luther King Capital Management (LKCM)
769
Luther King Capital Management (LKCM)
Texas
– – – –
SFCL
770
Strengthening Families & Communities LLC
Massachusetts
– – – –
Susquehanna International Group
771
Susquehanna International Group
Pennsylvania
– – – –
SAG
772
SageView Advisory Group
California
– – – –
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