GOVT icon

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.

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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$618M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$139M
3
HighTower Advisors
HighTower Advisors
Illinois
$10.7M
4
SFC
Strategic Financial Concepts
Texas
$728K
5
UBS Group
UBS Group
Switzerland
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEI
126
Northwest & Ethical Investments
Ontario, Canada
$11.4M – – –
SFG
127
Snider Financial Group
Washington
$11.2M +$1.89M +80,793 +20%
AI
128
Atria Investments
North Carolina
$11.1M +$3.3M +140,821 +42%
CPO
129
Cerity Partners OCIO
New York
$11M +$393K +16,776 +4%
ACM
130
Anfield Capital Management
California
$11M +$568K +24,210 +5%
ACM
131
Avalon Capital Management
California
$10.8M +$462K +19,706 +4%
NA
132
NewEdge Advisors
Louisiana
$10.8M +$1.28M +54,744 +14%
HighTower Advisors
133
HighTower Advisors
Illinois
$10.7M -$19.1M -813,090 -64%
GWM
134
Geneos Wealth Management
Colorado
$10.4M +$236K +10,058 +2%
PF
135
Phoenix Financial
Israel
$10.2M +$2.43M +103,541 +31%
KFAA
136
Klaas Financial Asset Advisors
Illinois
$10.2M -$272K -11,581 -3%
SPIA
137
Steward Partners Investment Advisory
New York
$10.1M -$391K -16,679 -4%
FFA
138
Farther Finance Advisors
California
$9.73M +$973K +41,498 +11%
HH
139
Hilltop Holdings
Texas
$9.62M +$839K +35,783 +10%
OL
140
Optas LLC
Texas
$9.61M +$70.5K +3,007 +0.7%
AHSSHC
141
Adventist Health System Sunbelt Healthcare Corp
Florida
$9.38M +$324K +13,831 +4%
BOC
142
Bull Oak Capital
California
$8.99M +$3.69M +157,301 +70%
CCWA
143
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.89M -$141K -6,024 -2%
RCM
144
Regency Capital Management
Hawaii
$8.67M +$8.2M +349,659 +1,729%
MWM
145
Meridian Wealth Management
Kentucky
$8.66M +$1.58M +67,317 +22%
BWM
146
Brophy Wealth Management
New Hampshire
$8.65M +$8.65M +368,818 New
IA
147
IFG Advisory
Georgia
$8.63M +$1.97M +83,962 +30%
CAM
148
Cresset Asset Management
Illinois
$8.41M +$8.41M +358,840 New
CPW
149
Crestmont Private Wealth
Texas
$8.37M +$422K +17,986 +5%
SA
150
Skyline Advisors
Washington
$8.19M -$73.7K -3,144 -0.9%
4 5
6
7 8