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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

686 hedge funds and large institutions have $23.5B invested in iShares US Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 292 increasing their positions, 237 reducing their positions, and 71 closing their positions.

Holders
686
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
9.98%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
0.83%
New
83
Increased
292
Reduced
237
Closed
71
Calls
$264K
Puts
$14M
Net Calls
-$13.7M
Net Calls Change
-$13.8M

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$767M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.3B
3
LPL Financial
3
LPL Financial
California
$2.35B
4
Bank of America
4
Bank of America
North Carolina
$8.32B
5
CA
5
Clearstead Advisors
Ohio
$67.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.21B
2
HCC
2
Hirtle Callaghan & Co
Pennsylvania
$141M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$6.76M
4
Truist Financial
4
Truist Financial
North Carolina
$1.23B
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CRA
76
Clear Rock Advisors
Texas
$21.1M 937,059 +16,389 +2%
Stifel Financial
77
Stifel Financial
Missouri
$20.3M 899,615 -107,087 -11%
EWA
78
ERTS Wealth Advisors
Michigan
$20.1M 891,411 +49,320 +6%
HC
79
Hoese & Co
Minnesota
$20M 893,320 +101,071 +13%
SFA
80
Source Financial Advisors
New York
$19.4M 859,781 +387,513 +82%
DJSG
81
D.J. St. Germain
Massachusetts
$19.3M 857,276 +149,079 +21%
PWM
82
Perigon Wealth Management
California
$18.6M 823,596 -10,487 -1%
1CP
83
1607 Capital Partners
Virginia
$18.4M 816,542 -1,600 -0.2%
FAIM
84
Financial Advocates Investment Management
Washington
$18.3M 809,362 +511,425 +172%
KAS
85
Kestra Advisory Services
Texas
$17.8M 788,409 +93,967 +14%
Brown Advisory
86
Brown Advisory
Maryland
$17.6M 778,218 -254,307 -25%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$17.5M 776,931 +25,311 +3%
CW
88
Cook Wealth
North Carolina
$17.5M 768,675 -20,733 -3%
PAG
89
Private Advisor Group
New Jersey
$17.3M 766,610 +190,641 +33%
Cerity Partners
90
Cerity Partners
New York
$16.7M 737,774 -406,031 -35%
CA
91
Cambridge Associates
Massachusetts
$16.4M 728,802 – –
SIA
92
SeaBridge Investment Advisors
New Jersey
$16.4M 726,812 +91,182 +14%
AC
93
Annandale Capital
Texas
$16.3M 723,313 +25,474 +4%
CIC
94
Cutler Investment Counsel
Oregon
$15.8M 700,340 +1,448 +0.2%
AFS
95
Access Financial Services
Minnesota
$15.7M 696,872 -39,154 -5%
SFA
96
Seneca Financial Advisors
New York
$15.5M 686,712 +280,733 +69%
IWC
97
Integrated Wealth Concepts
Massachusetts
$15.4M 680,814 +7,569 +1%
BCWM
98
Bartlett & Co Wealth Management
Ohio
$14.3M 632,854 +93,555 +17%
TC
99
Trilogy Capital
California
$13.7M 607,024 -380,263 -39%
SSCM
100
Spectrum Strategic Capital Management
Oregon
$13.3M 589,686 +17,561 +3%
2 3
4
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