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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

714 hedge funds and large institutions have $25.3B invested in iShares US Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 334 increasing their positions, 212 reducing their positions, and 48 closing their positions.

Holders
714
Holders Change
+28
Holders Change %
+4.08%
% of All Funds
10.33%
Holding in Top 10
65
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.04%
% of All Funds
0.94%
New
86
Increased
334
Reduced
212
Closed
48
Calls
$176K
Puts
$17.8M
Net Calls
-$17.6M
Net Calls Change
-$3.93M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$1.53B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.59B
3
Bank of America
3
Bank of America
North Carolina
$8.83B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$176M
5
LPL Financial
5
LPL Financial
California
$2.53B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$618M
2
HCC
2
Hirtle Callaghan & Co
Pennsylvania
$139M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$10.7M
4
SFC
4
Strategic Financial Concepts
Texas
$728K
5
UBS Group
5
UBS Group
Switzerland
$107M
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
76
Pacific Wealth Management
California
$25.5M 1,086,614 +1,086,614 New
CA
77
Crane Advisory
California
$25.3M 1,097,675 +3,980 +0.4%
PJSIMP
78
P.J. Schmidt Investment Management (PJS)
Wisconsin
$24.2M 1,030,861 +39,248 +4%
JBA
79
Johnson Bixby & Associates
Washington
$24M 1,025,373 -98,864 -9%
DJSG
80
D.J. St. Germain
Massachusetts
$22.6M 963,836 +106,560 +12%
DW
81
Dodds Wealth
Colorado
$22.4M 975,375 +975,375 New
FAIM
82
Financial Advocates Investment Management
Washington
$22.3M 951,364 +142,002 +18%
RJFSA
83
Raymond James Financial Services Advisors
Florida
$21.7M 923,968 -157,487 -15%
EWA
84
ERTS Wealth Advisors
Michigan
$21.4M 910,810 +19,399 +2%
Stifel Financial
85
Stifel Financial
Missouri
$21.2M 905,118 +5,503 +0.6%
1CP
86
1607 Capital Partners
Virginia
$21.2M 903,792 +87,250 +11%
HC
87
Hoese & Co
Minnesota
$20.4M 871,845 -21,475 -2%
SFA
88
Source Financial Advisors
New York
$20.4M 870,969 +11,188 +1%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$19.3M 821,988 +45,057 +6%
PWM
90
Perigon Wealth Management
California
$19.1M 813,179 -10,417 -1%
CIC
91
Cutler Investment Counsel
Oregon
$19M 810,455 +110,115 +16%
Goldman Sachs
92
Goldman Sachs
New York
$18.7M 795,670 +398,397 +100%
Cerity Partners
93
Cerity Partners
New York
$18.6M 794,410 +56,636 +8%
KAS
94
Kestra Advisory Services
Texas
$18.6M 792,603 +4,194 +0.5%
PAG
95
Private Advisor Group
New Jersey
$18.5M 790,095 +23,485 +3%
CA
96
Cambridge Associates
Massachusetts
$18.4M 785,320 +56,518 +8%
AWMNH
97
Arcadia Wealth Management (New Hampshire)
New Hampshire
$17.9M 765,175 +765,175 New
CW
98
Cook Wealth
North Carolina
$17.8M 779,848 +11,173 +1%
BCWM
99
Bartlett & Co Wealth Management
Ohio
$17.7M 755,885 +123,031 +19%
AC
100
Annandale Capital
Texas
$17.6M 748,715 +25,402 +4%
2 3
4
5 6