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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

779 hedge funds and large institutions have $27.9B invested in iShares US Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 315 increasing their positions, 251 reducing their positions, and 52 closing their positions.

Holders
779
Holders Change
+65
Holders Change %
+9.1%
% of All Funds
10.37%
Holding in Top 10
66
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.54%
% of All Funds
0.88%
New
133
Increased
315
Reduced
251
Closed
52
Calls
$471K
Puts
$17.4M
Net Calls
-$16.9M
Net Calls Change
+$751K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$9.74B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.13B
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$497M
4
Charles Schwab
4
Charles Schwab
California
$462M
5
LPL Financial
5
LPL Financial
California
$2.6B

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$442M
3
HCC
3
Hirtle Callaghan & Co
Pennsylvania
$119M
4
IUHSA
4
Itau Unibanco Holding S.A.
Brazil
$1.51M
5
GI
5
GLOBALT Investments
Georgia
$3.74M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
101
Cresset Asset Management
Illinois
$15.5M 676,199 +317,359 +88%
PAG
102
Private Advisor Group
New Jersey
$15.5M 676,002 -114,093 -14%
EH
103
Equitable Holdings
New York
$15.4M 671,311 +79,682 +13%
EFP
104
Envision Financial Planning
Tennessee
$15.4M 669,089 +24,703 +4%
IWC
105
Integrated Wealth Concepts
Massachusetts
$15.3M 667,170 +7,229 +1%
BCWM
106
Bartlett & Co Wealth Management
Ohio
$15.1M 655,495 -100,390 -13%
SMFG
107
Sumitomo Mitsui Financial Group
Japan
$14.4M 642,555 -6,799 -1%
SFG
108
Snider Financial Group
Washington
$13.9M 606,781 +130,749 +27%
SIA
109
SeaBridge Investment Advisors
New Jersey
$13.9M 603,324 -96,487 -14%
CCM
110
Coldstream Capital Management
Washington
$13.8M 600,714 +574,215 +2,167%
AHSSHC
111
Adventist Health System Sunbelt Healthcare Corp
Florida
$13.8M 600,557 +200,400 +50%
TC
112
Trilogy Capital
California
$13.8M 598,509 -34,202 -5%
OAM
113
Occidental Asset Management
California
$13.4M 581,635 +17,514 +3%
SSCM
114
Spectrum Strategic Capital Management
Oregon
$13.1M 568,071 -14,452 -2%
SB
115
Strategic Blueprint
Georgia
$12.7M 554,230 +25,336 +5%
IA
116
Integrity Alliance
Iowa
$12.7M 550,762 +550,762 New
TDWM
117
Topel & Distasi Wealth Management
California
$12.4M 538,128 +21,872 +4%
KFI
118
Key Financial Inc
Pennsylvania
$12.2M 530,653 +9,231 +2%
BWP
119
Bernardo Wealth Planning
Pennsylvania
$12.1M 545,123 -70,665 -11%
Mariner
120
Mariner
Kansas
$11.9M 516,900 +8,580 +2%
MBT
121
Montecito Bank & Trust
California
$11.9M 516,309 -11,797 -2%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$11.7M 508,235 +22,955 +5%
SCM
123
Seascape Capital Management
New Hampshire
$11.5M 498,890 -10,005 -2%
HighTower Advisors
124
HighTower Advisors
Illinois
$11.4M 494,740 +39,858 +9%
CPO
125
Cerity Partners OCIO
New York
$11.3M 493,726 +23,807 +5%
3 4
5
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