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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 %
SOS
801
Silver Oak Securities
Tennessee
– -$418K -17,772 Closed
BO
802
Bank OZK
Arkansas
– -$390K -16,619 Closed
AWM
803
Angeles Wealth Management
California
– -$386K -16,442 Closed
MPWT
804
MassMutual Private Wealth & Trust
Connecticut
– -$365K -15,568 Closed
MOS
805
MGO One Seven
Ohio
– -$347K -14,798 Closed
CFIA
806
Cantor Fitzgerald Investment Advisors
New York
– -$330K -14,077 Closed
FDDB
807
Fidelity D&D Bancorp
Pennsylvania
– -$287K -12,219 Closed
SI
808
Stephens Inc
Arkansas
– -$270K -11,534 Closed
CF
809
Clarity Financial
Texas
– -$262K -11,185 Closed
GS
810
GTS Securities
New York
– -$262K -11,158 Closed
AAS
811
Ameritas Advisory Services
Nebraska
– -$259K -11,034 Closed
BOSSRA
812
B.O.S.S. Retirement Advisors
Utah
– -$254K -10,826 Closed
SW
813
SkyOak Wealth
Michigan
– -$238K -10,152 Closed
EP
814
Edgestream Partners
New Jersey
– -$238K -10,139 Closed
MW
815
Maia Wealth
Colorado
– -$224K -9,805 Closed
TI
816
TrueMark Investments
Illinois
– -$226K -9,621 Closed
ATS
817
Ashton Thomas Securities
New York
– -$211K -8,980 Closed
CWP
818
Core Wealth Partners
California
– -$209K -8,904 Closed
RFN
819
RDA Financial Network
Iowa
– -$207K -8,844 Closed
HGERS
820
Householder Group Estate & Retirement Specialist
Arizona
– -$107K -4,565 Closed
FCAS
821
First Command Advisory Services
Texas
– -$71.1K -3,030 Closed
PFBT
822
Parkside Financial Bank & Trust
Missouri
– -$54.9K -2,339 Closed
JIP
823
Jaffetilchin Investment Partners
Florida
– -$53K -2,258 Closed
SJIM
824
St. Johns Investment Management
Florida
– -$37.8K -1,612 Closed
JPWM
825
Jamison Private Wealth Management
Georgia
– -$23K -982 Closed
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