GOVT icon

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 %
BA
751
Bristlecone Advisors
Washington
$2.64K – – –
MBFW
752
Morton Brown Family Wealth
Pennsylvania
$2.6K – – –
IF
753
Integrity Financial
Wyoming
$2.34K – – –
HCM
754
Hollencrest Capital Management
California
$2.3K – – –
AWM
755
Atticus Wealth Management
Florida
$2.27K +$23 +1 +1%
M
756
MOTCO
Texas
$1.95K – – –
RFA
757
Register Financial Advisors
Georgia
$1.82K – – –
KA
758
Kozak & Associates
Colorado
$1.69K -$16.7K -744 -91%
RF
759
Roxbury Financial
New Jersey
$1.56K +$1.56K +67 New
RFA
760
Reyes Financial Architecture
California
$1.4K +$1.4K +61 New
OC
761
Oarsman Capital
Wisconsin
$1.33K – – –
EAM
762
Eukles Asset Management
Ohio
$1.31K – – –
CAWM
763
Capital A Wealth Management
Pennsylvania
$1.31K +$1.31K +57 New
LCM
764
Logan Capital Management
Pennsylvania
$1.21K +$1.21K +54 New
HIA
765
Harbor Investment Advisory
Maryland
$1.2K +$92 +4 +8%
TRCT
766
Tower Research Capital (TRC)
New York
$1.08K -$180K -7,837 -99%
HCP
767
Hexagon Capital Partners
Arkansas
$1.03K +$1.03K +45 New
TFA
768
Transamerica Financial Advisors
Florida
$1K – – –
TIM
769
Tortoise Investment Management
New York
$965 – – –
ADL
770
Asset Dedication LLC
California
$851 -$5.34K -232 -86%
BL
771
BFSG LLC
California
$667 – – –
TF
772
Tompkins Financial
New York
$575 – – –
PSFG
773
Park Square Financial Group
Georgia
$552 +$552 +24 New
CCM
774
Campbell Capital Management
Florida
$414 +$414 +18 New
GWS
775
Glassman Wealth Services
Virginia
$230 +$230 +10 New
29 30
31
32 33