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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 Holding Trade Value Shares
Change 		Shares
Change %
LA
101
Lifeworks Advisors
Michigan
$17.3M +$4.35M +185,335 +34%
SFA
102
Seneca Financial Advisors
New York
$17.1M +$959K +40,908 +6%
SIA
103
SeaBridge Investment Advisors
New Jersey
$16.4M -$633K -27,001 -4%
AFS
104
Access Financial Services
Minnesota
$15.9M -$465K -19,826 -3%
IWC
105
Integrated Wealth Concepts
Massachusetts
$15.5M -$489K -20,873 -3%
SMFG
106
Sumitomo Mitsui Financial Group
Japan
$15.2M +$1.9M +80,951 +14%
EFP
107
Envision Financial Planning
Tennessee
$15.1M +$15.1M +644,386 New
TC
108
Trilogy Capital
California
$14.8M +$602K +25,687 +4%
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$14.4M +$1.65M +70,397 +13%
BWP
110
Bernardo Wealth Planning
Pennsylvania
$14.2M +$1.44M +62,499 +11%
EH
111
Equitable Holdings
New York
$13.9M +$1.46M +62,336 +12%
SSCM
112
Spectrum Strategic Capital Management
Oregon
$13.7M -$168K -7,163 -1%
RJA
113
Raymond James & Associates
Florida
$13.5M +$3.9M +166,466 +40%
OAM
114
Occidental Asset Management
California
$13.2M +$826K +35,244 +7%
SB
115
Strategic Blueprint
Georgia
$12.4M +$1.61M +68,483 +15%
MBT
116
Montecito Bank & Trust
California
$12.4M +$1.62M +69,213 +15%
KFI
117
Key Financial Inc
Pennsylvania
$12.2M +$918K +39,147 +8%
WANY
118
Wealthspire Advisors (New York)
New York
$12.1M -$1.4M -59,532 -10%
TDWM
119
Topel & Distasi Wealth Management
California
$12.1M +$93.8K +4,000 +0.8%
SCM
120
Seascape Capital Management
New Hampshire
$11.9M -$470K -20,028 -4%
Mariner
121
Mariner
Kansas
$11.9M +$4.59M +195,556 +63%
SCM
122
SCS Capital Management
Massachusetts
$11.7M +$3.8M +161,989 +48%
CCFM
123
Clear Creek Financial Management
Washington
$11.5M +$2.21M +94,274 +24%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$11.5M -$1.78M -75,792 -13%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$11.4M +$10.1M +428,986 +762%
3 4
5
6 7