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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
ACM
126
Anfield Capital Management
California
$11.1M +$322K +13,992 +3%
NA
127
NewEdge Advisors
Louisiana
$10.8M +$238K +10,352 +2%
PWM
128
Pacific Wealth Management
California
$10.6M -$14.4M -625,479 -58%
GWM
129
Geneos Wealth Management
Colorado
$10.6M +$391K +17,007 +4%
BIP
130
Blueprint Investment Partners
North Carolina
$10.6M -$18.9M -821,157 -64%
AI
131
Atria Investments
North Carolina
$10.5M -$362K -15,765 -3%
CCFM
132
Clear Creek Financial Management
Washington
$10.5M -$824K -35,863 -7%
IA
133
IFG Advisory
Georgia
$10.4M +$1.97M +85,828 +23%
PF
134
Phoenix Financial
Israel
$10.4M +$384K +16,814 +4%
KFAA
135
Klaas Financial Asset Advisors
Illinois
$10M -$5.15K -224 -0.1%
MWM
136
Modern Wealth Management
Kansas
$10M +$4.51M +196,404 +82%
NEI
137
Northwest & Ethical Investments
Ontario, Canada
$9.68M -$1.49M -64,970 -13%
SPIA
138
Steward Partners Investment Advisory
New York
$9.65M -$222K -9,677 -2%
FFA
139
Farther Finance Advisors
California
$9.31M -$234K -10,186 -2%
OL
140
Optas LLC
Texas
$9.29M -$128K -5,587 -1%
IAA
141
Independent Advisor Alliance
North Carolina
$9.28M +$9.02M +392,346 +3,460%
WANY
142
Wealthspire Advisors (New York)
New York
$8.97M -$2.92M -127,111 -25%
SIA
143
Strategic Investment Advisors
Michigan
$8.86M +$1.64M +71,277 +23%
MWM
144
Meridian Wealth Management
Kentucky
$8.76M +$276K +12,009 +3%
HH
145
Hilltop Holdings
Texas
$8.75M -$671K -29,221 -7%
ACM
146
Ashford Capital Management
Delaware
$8.72M +$4.66M +202,995 +115%
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$8.7M -$2.55M -111,150 -23%
PA
148
Parallel Advisors
California
$8.68M +$701K +30,518 +9%
CPW
149
Crestmont Private Wealth
Texas
$8.66M +$457K +19,890 +6%
FIA
150
Foundations Investment Advisors
Arizona
$8.61M +$782K +34,028 +10%
4 5
6
7 8