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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 %
HSBC Holdings
101
HSBC Holdings
United Kingdom
$13M 577,617 +301,669 +109%
BIP
102
Blueprint Investment Partners
North Carolina
$13M 577,567 -299,099 -34%
WANY
103
Wealthspire Advisors (New York)
New York
$13M 576,818 -10,016 -2%
SMFG
104
Sumitomo Mitsui Financial Group
Japan
$12.8M 568,403 +66,044 +13%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$12.8M 565,700 -120,617 -18%
BWP
106
Bernardo Wealth Planning
Pennsylvania
$12.5M 553,289 +89,576 +19%
LA
107
Lifeworks Advisors
Michigan
$12.5M 552,179 +30,254 +6%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$12.3M 545,586 -16,283 -3%
EH
109
Equitable Holdings
New York
$11.9M 529,293 +43,613 +9%
SCM
110
Seascape Capital Management
New Hampshire
$11.9M 528,923 -6,432 -1%
OAM
111
Occidental Asset Management
California
$11.9M 528,877 +26,886 +5%
TDWM
112
Topel & Distasi Wealth Management
California
$11.6M 512,256 +3,276 +0.6%
RIA
113
Regal Investment Advisors
Michigan
$11.5M 510,823 +17,898 +4%
NEI
114
Northwest & Ethical Investments
Ontario, Canada
$11M 486,200 +42,000 +9%
KFI
115
Key Financial Inc
Pennsylvania
$10.9M 482,275 +44,087 +10%
SB
116
Strategic Blueprint
Georgia
$10.4M 460,411 +53,698 +13%
MBT
117
Montecito Bank & Trust
California
$10.4M 458,893 -58,881 -11%
CPO
118
Cerity Partners OCIO
New York
$10.2M 453,143 +453,143 New
KFAA
119
Klaas Financial Asset Advisors
Illinois
$10.1M 447,562 +31,849 +8%
SPIA
120
Steward Partners Investment Advisory
New York
$10.1M 446,108 -147,470 -25%
ACM
121
Anfield Capital Management
California
$10M 444,942 +167,422 +60%
ACM
122
Avalon Capital Management
California
$9.98M 442,095 +341,777 +341%
GWM
123
Geneos Wealth Management
Colorado
$9.79M 433,820 -2,226 -0.5%
RJA
124
Raymond James & Associates
Florida
$9.28M 411,106 -16,817 -4%
OL
125
Optas LLC
Texas
$9.18M 406,949 +12,478 +3%
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5
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