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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
+$260M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$249M
3
Bank of America
Bank of America
North Carolina
+$189M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$95.2M
5
LPL Financial
LPL Financial
California
+$82.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$643M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
-$141M
3
HighTower Advisors
HighTower Advisors
Illinois
-$19.1M
4
SFC
Strategic Financial Concepts
Texas
-$18.9M
5
UBS Group
UBS Group
Switzerland
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
201
Dynamic Advisor Solutions
Arizona
$4.13M +$90.9K +3,876 +2%
CW
202
CreativeOne Wealth
Kansas
$4.13M +$2.21M +94,076 +115%
SHJ
203
Sharkey, Howes & Javer
Colorado
$3.96M +$191K +8,133 +5%
VFPW
204
Vantage Financial Partners (Wisconsin)
Wisconsin
$3.91M -$3.64M -155,140 -48%
CIBC World Market
205
CIBC World Market
Ontario, Canada
$3.89M +$628K +26,803 +19%
Jane Street
206
Jane Street
New York
$3.89M +$2.76M +117,791 +245%
Baird Financial Group
207
Baird Financial Group
Wisconsin
$3.82M +$1.11M +47,381 +41%
FMN
208
Financial Management Network
California
$3.82M +$1.72M +74,223 +82%
FTS
209
Fifth Third Securities
Ohio
$3.77M -$82.9K -3,535 -2%
OPS
210
Orion Portfolio Solutions
Nebraska
$3.74M +$499K +21,267 +15%
BCI
211
Brinker Capital Investments
Pennsylvania
$3.74M +$499K +21,267 +15%
PI
212
PFG Investments
New York
$3.74M +$235K +10,004 +7%
CICC
213
Capital Investment Counsel (Colorado)
Colorado
$3.72M -$782K -33,351 -17%
SWP
214
Stratos Wealth Partners
Ohio
$3.7M -$1.31M -55,989 -26%
SFP
215
Sterling Financial Planning
New Jersey
$3.67M +$189K +8,055 +5%
CL
216
Choreo LLC
Illinois
$3.66M -$110K -4,670 -3%
Creative Planning
217
Creative Planning
Kansas
$3.62M -$1.5M -63,855 -29%
KW
218
KWB Wealth
California
$3.53M -$178K -7,879 -5%
CCG
219
Catalina Capital Group
California
$3.52M +$133K +5,671 +4%
FFN
220
Focus Financial Network
Minnesota
$3.52M +$1.89M +80,596 +116%
FPF
221
First Pacific Financial
Washington
$3.48M +$52.2K +2,226 +2%
SW
222
SteelPeak Wealth
California
$3.48M +$139K +5,934 +4%
STA
223
Smith Thornton Advisors
Alabama
$3.41M -$47.7K -2,034 -1%
FRA
224
FFG Retirement Advisors
Colorado
$3.4M +$309K +13,169 +10%
OMC
225
Old Mission Capital
Illinois
$3.38M +$3.38M +144,251 New
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