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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 %
HSBC Holdings
176
HSBC Holdings
United Kingdom
$5.86M -$307K -13,359 -5%
DWM
177
Diversify Wealth Management
Utah
$5.69M +$1.61M +72,145 +39%
LPFG
178
Landing Point Financial Group
Ohio
$5.57M +$5.57M +248,107 New
AAS
179
Avantax Advisory Services
Texas
$5.54M -$505K -21,972 -8%
DCA
180
DSG Capital Advisors
Minnesota
$5.45M +$5.45M +237,196 New
FAM
181
Fairtree Asset Management
South Africa
$5.33M +$5.33M +231,871 New
BOC
182
Bull Oak Capital
California
$5.27M -$3.54M -153,958 -40%
PS
183
Principal Securities
Iowa
$5.19M +$217K +9,440 +4%
DAS
184
Diversify Advisory Services
Utah
$5.09M +$314K +14,095 +7%
AF
185
Advisornet Financial
Minnesota
$5.02M -$249K -10,818 -5%
SFP
186
Sterling Financial Planning
New Jersey
$4.93M +$1.33M +57,802 +37%
PPWP
187
Proquility Private Wealth Partners
Nevada
$4.85M -$765K -33,275 -14%
TIAA Trust, National Association
188
TIAA Trust, National Association
North Carolina
$4.73M +$221K +9,636 +5%
MG
189
Mather Group
Illinois
$4.7M -$275K -11,956 -6%
FMN
190
Financial Management Network
California
$4.62M +$917K +40,883 +25%
IFA
191
Interactive Financial Advisors
Illinois
$4.54M +$99.2K +4,318 +2%
PCMU
192
Paragon Capital Management (Utah)
Utah
$4.53M -$44.5K -1,935 -1%
HWP
193
Highline Wealth Partners
California
$4.44M -$2.56M -111,459 -37%
Comerica Bank
194
Comerica Bank
Texas
$4.43M -$742K -32,310 -14%
SFC
195
Strategic Financial Concepts
Texas
$4.36M +$3.65M +158,649 +511%
SFS
196
Sowell Financial Services
Arkansas
$4.33M -$2.27M -98,673 -34%
PFMU
197
Privium Fund Management (UK)
United Kingdom
$4.32M +$4.32M +192,800 New
National Bank of Canada
198
National Bank of Canada
Quebec, Canada
$4.25M +$2.12M +92,187 +99%
Susquehanna International Group
199
Susquehanna International Group
Pennsylvania
$4.19M +$4.19M +182,317 New
CW
200
CreativeOne Wealth
Kansas
$4.18M +$129K +5,615 +3%
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