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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 %
KAS
101
Kestra Advisory Services
Texas
$15.8M 694,442 +141,859 +26%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$15.6M 686,317 -55,010 -7%
IWC
103
Integrated Wealth Concepts
Massachusetts
$15.3M 673,245 +607,399 +922%
SIA
104
SeaBridge Investment Advisors
New Jersey
$14.5M 635,630 +3,057 +0.5%
SPIA
105
Steward Partners Investment Advisory
New York
$13.5M 593,578 -8,875 -1%
WANY
106
Wealthspire Advisors (New York)
New York
$13.4M 586,834 -1,149 -0.2%
PAG
107
Private Advisor Group
New Jersey
$13.1M 575,969 -101,642 -15%
SSCM
108
Spectrum Strategic Capital Management
Oregon
$13M 572,125 +18,699 +3%
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$12.8M 561,869 +17,174 +3%
CA
110
Cetera Advisors
Colorado
$12.4M 545,771 +205,489 +60%
BCWM
111
Bartlett & Co Wealth Management
Ohio
$12.3M 539,299 +177,405 +49%
SCM
112
Seascape Capital Management
New Hampshire
$12.2M 535,355 +64,569 +14%
PBF
113
Petix & Botte Financial
California
$12.2M 534,832 +534,832 New
LWA
114
Lineweaver Wealth Advisors
Ohio
$12M 526,356 +31,023 +6%
LA
115
Lifeworks Advisors
Michigan
$11.9M 521,925 +125,094 +32%
MBT
116
Montecito Bank & Trust
California
$11.8M 517,774 +65,918 +15%
TDWM
117
Topel & Distasi Wealth Management
California
$11.6M 508,980 +106,545 +26%
SMFG
118
Sumitomo Mitsui Financial Group
Japan
$11.4M 502,359 -16,305 -3%
OAM
119
Occidental Asset Management
California
$11.4M 501,991 +14,824 +3%
RIA
120
Regal Investment Advisors
Michigan
$11.2M 492,925 +3,413 +0.7%
EH
121
Equitable Holdings
New York
$11.1M 485,680 +396,611 +445%
PWP
122
PrairieView Wealth Partners
Illinois
$11M 482,501 +21,171 +5%
SFA
123
Source Financial Advisors
New York
$10.8M 472,268 +78,569 +20%
BWP
124
Bernardo Wealth Planning
Pennsylvania
$10.6M 463,713 +55,865 +14%
PWPCM
125
Perella Weinberg Partners Capital Management
New York
$10.3M 453,143 +87,080 +24%
3 4
5
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