GOVT icon

iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

689 hedge funds and large institutions have $23.4B invested in iShares US Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 311 increasing their positions, 226 reducing their positions, and 77 closing their positions.

Holders
689
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
9.99%
Holding in Top 10
61
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-16.44%
% of All Funds
0.88%
New
80
Increased
311
Reduced
226
Closed
77
Calls
$485K
Puts
$419K
Net Calls
+$66K
Net Calls Change
+$26.5M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.23B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.44B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.14B
4
Bank of America
4
Bank of America
North Carolina
$8.26B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$579M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$473M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.41M
3
HCC
3
Hirtle Callaghan & Co
Pennsylvania
$142M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$25.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$167M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
176
Congress Wealth Management
Massachusetts
$4.99M 219,038 -3,322 -1%
PWG
177
Portside Wealth Group
Utah
$4.97M 218,309 +2,884 +1%
SF
178
Synovus Financial
Georgia
$4.94M 216,953 +17,543 +9%
SHF
179
Stage Harbor Financial
Massachusetts
$4.82M 211,811 -3,572 -2%
CS
180
Credit Suisse
Switzerland
$4.8M 210,860 +210,860 New
SFC
181
Strategic Financial Concepts
Texas
$4.79M 210,339 +36,446 +21%
PFMU
182
Privium Fund Management (UK)
United Kingdom
$4.74M 210,860 +210,860 New
CIAS
183
CFS Investment Advisory Services
New Jersey
$4.57M 200,840 -18,450 -8%
AF
184
Advisornet Financial
Minnesota
$4.57M 200,679 +24,178 +14%
SFS
185
Sowell Financial Services
Arkansas
$4.55M 199,755 +49,879 +33%
PCMU
186
Paragon Capital Management (Utah)
Utah
$4.54M 199,169 -3,988 -2%
CICC
187
Capital Investment Counsel (Colorado)
Colorado
$4.53M 199,121 +90,733 +84%
CIBC World Market
188
CIBC World Market
Ontario, Canada
$4.53M 198,775 +12,280 +7%
CW
189
CreativeOne Wealth
Kansas
$4.44M 194,787 +81,447 +72%
KPWS
190
Kestra Private Wealth Services
Texas
$4.38M 192,476 +3,033 +2%
IFA
191
Interactive Financial Advisors
Illinois
$4.23M 185,682 +150,435 +427%
AWS
192
Atria Wealth Solutions
New York
$4.22M 185,427 +7,421 +4%
CFA
193
Cahill Financial Advisors
Minnesota
$4.21M 184,999 -22,499 -11%
GP
194
Greenline Partners
New York
$4.15M 182,406 +44,348 +32%
UWPG
195
Ullmann Wealth Partners Group
Florida
$4.06M 178,223 +7,118 +4%
IA
196
IFG Advisory
Georgia
$4.04M 177,495 +160,717 +958%
KW
197
KWB Wealth
California
$4.03M 176,891 +176,891 New
HWP
198
Highline Wealth Partners
California
$3.91M 171,731 +60,140 +54%
PTC
199
Private Trust Company
Ohio
$3.82M 167,792 +152,744 +1,015%
DAS
200
Diversify Advisory Services
Utah
$3.81M 169,323 +169,323 New
6 7
8
9 10