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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 %
RIA
176
Regal Investment Advisors
Michigan
$5.98M -$6M -255,764 -50%
CCM
177
Crabel Capital Management
California
$5.96M +$3.34M +142,314 +127%
D
178
Dentgroup
Louisiana
$5.89M +$5.89M +251,114 New
BBWP
179
Beacon Bridge Wealth Partners
Pennsylvania
$5.85M -$4.85K -207 -0.1%
PPWP
180
Proquility Private Wealth Partners
Nevada
$5.73M +$477K +20,358 +9%
PWG
181
Portside Wealth Group
Utah
$5.64M +$600K +25,596 +12%
MWM
182
Modern Wealth Management
Kansas
$5.61M +$1.3M +55,282 +30%
SA
183
Stewardship Advisors
Pennsylvania
$5.52M -$122K -5,212 -2%
AHC
184
Anderson Hoagland & Co
Missouri
$5.41M +$166K +7,160 +3%
AF
185
Advisornet Financial
Minnesota
$5.38M +$213K +9,083 +4%
CWM
186
Congress Wealth Management
Massachusetts
$5.38M +$11K +469 +0.2%
Comerica Bank
187
Comerica Bank
Texas
$5.28M +$92.2K +3,930 +2%
SF
188
Synovus Financial
Georgia
$5.08M -$219K -9,322 -4%
MG
189
Mather Group
Illinois
$5.08M -$699K -29,827 -12%
PS
190
Principal Securities
Iowa
$5.07M +$468K +19,952 +10%
DAS
191
Diversify Advisory Services
Utah
$4.91M +$785K +34,274 +19%
PWA
192
Phoenix Wealth Advisors
North Carolina
$4.71M +$443K +18,904 +10%
PCMU
193
Paragon Capital Management (Utah)
Utah
$4.67M -$93.7K -3,997 -2%
TIAA Trust, National Association
194
TIAA Trust, National Association
North Carolina
$4.6M +$2.8M +119,306 +155%
IFA
195
Interactive Financial Advisors
Illinois
$4.53M +$85.4K +3,643 +2%
PTC
196
Private Trust Company
Ohio
$4.46M +$354K +15,080 +9%
ODIJL
197
One Day In July LLC
Vermont
$4.41M -$291K -12,417 -6%
DWM
198
Diversify Wealth Management
Utah
$4.19M +$1M +43,927 +31%
UWPG
199
Ullmann Wealth Partners Group
Florida
$4.19M -$43.5K -1,855 -1%
ACM
200
Ashford Capital Management
Delaware
$4.14M -$150K -6,376 -3%
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