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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 %
AA
76
Acorns Advisers
California
$23.8M 1,044,033 +80,586 +8%
Brown Advisory
77
Brown Advisory
Maryland
$23.5M 1,032,525 -91,988 -8%
VP
78
Verum Partners
North Carolina
$22.9M 1,007,625 +181,325 +22%
Stifel Financial
79
Stifel Financial
Missouri
$22.9M 1,006,702 +23,375 +2%
FAG
80
Financial Advisory Group
Texas
$22.6M 994,183 +116,033 +13%
PAS
81
Park Avenue Securities
New York
$22.6M 991,165 +125,172 +14%
TC
82
Trilogy Capital
California
$22.5M 987,287 +62,492 +7%
PJSIMP
83
P.J. Schmidt Investment Management (PJS)
Wisconsin
$22.1M 972,041 +75,215 +8%
CRA
84
Clear Rock Advisors
Texas
$21M 920,670 +22,179 +2%
Bank of New York Mellon
85
Bank of New York Mellon
New York
$20.1M 883,853 +539,008 +156%
BIP
86
Blueprint Investment Partners
North Carolina
$20M 876,666 +254,821 +41%
EWA
87
ERTS Wealth Advisors
Michigan
$19.2M 842,091 -1,204,045 -59%
PWM
88
Perigon Wealth Management
California
$19M 834,083 +721,328 +640%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$18.8M 827,200 +24,411 +3%
1CP
90
1607 Capital Partners
Virginia
$18.6M 818,142 -1,141,492 -58%
HC
91
Hoese & Co
Minnesota
$17.9M 792,249 +16,725 +2%
CW
92
Cook Wealth
North Carolina
$17.5M 789,408 +3,966 +0.5%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$17.4M 764,698 +233,275 +44%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$17.1M 751,620 +211,569 +39%
AFS
95
Access Financial Services
Minnesota
$16.8M 736,026 +51,737 +8%
CA
96
Cambridge Associates
Massachusetts
$16.6M 728,802 -59,919 -8%
GCM
97
Genus Capital Management
British Columbia, Canada
$16.3M 717,382 +717,382 New
DJSG
98
D.J. St. Germain
Massachusetts
$16.1M 708,197 +392,172 +124%
CIC
99
Cutler Investment Counsel
Oregon
$15.9M 698,892 +21,956 +3%
AC
100
Annandale Capital
Texas
$15.9M 697,839 +44,969 +7%
2 3
4
5 6