GOVT icon

iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

686 hedge funds and large institutions have $23.5B invested in iShares US Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 292 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
9.98%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
0.83%
New
83
Increased
292
Reduced
237
Closed
71
Calls
$264K
Puts
$14M
Net Calls
-$13.7M
Net Calls Change
-$13.8M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$767M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.3B
3
LPL Financial
LPL Financial
California
$2.35B
4
Bank of America
Bank of America
North Carolina
$8.32B
5
CA
Clearstead Advisors
Ohio
$67.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.21B
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$141M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$6.76M
4
Truist Financial
Truist Financial
North Carolina
$1.23B
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
176
Centric Wealth Management
Illinois
$4.8M +$4.8M +210,365 New
PCMU
177
Paragon Capital Management (Utah)
Utah
$4.58M +$87.1K +3,857 +2%
HWP
178
Highline Wealth Partners
California
$4.54M +$659K +29,208 +17%
ODIJL
179
One Day In July LLC
Vermont
$4.53M -$905K -40,097 -17%
SFS
180
Sowell Financial Services
Arkansas
$4.51M +$5.71K +253 +0.1%
KPWS
181
Kestra Private Wealth Services
Texas
$4.45M +$107K +4,733 +2%
PS
182
Principal Securities
Iowa
$4.43M -$1.78M -79,065 -29%
CICC
183
Capital Investment Counsel (Colorado)
Colorado
$4.33M -$162K -7,172 -4%
IFA
184
Interactive Financial Advisors
Illinois
$4.28M +$85.9K +3,808 +2%
MWM
185
Modern Wealth Management
Kansas
$4.15M +$2.02M +89,716 +95%
M&T Bank
186
M&T Bank
New York
$4.14M +$430K +19,042 +12%
ACM
187
Ashford Capital Management
Delaware
$4.13M +$4.13M +183,033 New
PWA
188
Phoenix Wealth Advisors
North Carolina
$4.11M +$1.97M +87,337 +92%
DAS
189
Diversify Advisory Services
Utah
$4.07M +$241K +10,645 +6%
UWPG
190
Ullmann Wealth Partners Group
Florida
$4.07M +$48.1K +2,131 +1%
PTC
191
Private Trust Company
Ohio
$3.96M +$169K +7,484 +4%
DAS
192
Dynamic Advisor Solutions
Arizona
$3.89M +$126K +5,592 +3%
KW
193
KWB Wealth
California
$3.74M -$289K -12,673 -7%
FTS
194
Fifth Third Securities
Ohio
$3.71M +$110K +4,888 +3%
WFC
195
Western Financial Corp
California
$3.63M +$28.3K +1,252 +0.8%
SHJ
196
Sharkey, Howes & Javer
Colorado
$3.63M +$1.18M +52,142 +48%
CL
197
Choreo LLC
Illinois
$3.59M +$1.87M +83,733 +109%
SFC
198
Strategic Financial Concepts
Texas
$3.55M +$2.66M +626,255 +298%
PI
199
PFG Investments
New York
$3.37M +$136K +6,036 +4%
CIAS
200
CFS Investment Advisory Services
New Jersey
$3.36M -$1.17M -52,029 -26%
6 7
8
9 10