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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 %
PWA
201
Phoenix Wealth Advisors
North Carolina
$4.17M -$443K -19,295 -10%
Baird Financial Group
202
Baird Financial Group
Wisconsin
$4.17M +$424K +18,470 +11%
EW
203
Element Wealth
Mississippi
$4.05M +$813K +35,385 +25%
GVAG
204
Great Valley Advisor Group
Delaware
$4.05M +$2.05M +89,349 +103%
DAS
205
Dynamic Advisor Solutions
Arizona
$4M -$46.1K -2,007 -1%
UWPG
206
Ullmann Wealth Partners Group
Florida
$3.99M -$109K -4,756 -3%
SW
207
SteelPeak Wealth
California
$3.98M +$564K +24,527 +17%
MFG
208
Merit Financial Group
Georgia
$3.9M +$1.61M +70,253 +71%
PTC
209
Private Trust Company
Ohio
$3.88M -$493K -21,454 -11%
VFPW
210
Vantage Financial Partners (Wisconsin)
Wisconsin
$3.82M -$9.93K -432 -0.3%
SHJ
211
Sharkey, Howes & Javer
Colorado
$3.79M -$90.1K -3,920 -2%
CICC
212
Capital Investment Counsel (Colorado)
Colorado
$3.76M +$117K +5,096 +3%
PI
213
PFG Investments
New York
$3.76M +$89.9K +3,913 +2%
GI
214
GLOBALT Investments
Georgia
$3.74M -$52.9M -2,303,396 -93%
AC
215
Addison Capital
Pennsylvania
$3.67M +$654K +28,446 +22%
ODIJL
216
One Day In July LLC
Vermont
$3.67M -$657K -28,600 -15%
FTS
217
Fifth Third Securities
Ohio
$3.66M -$36.8K -1,601 -1%
FNWM
218
Financial Network Wealth Management
Utah
$3.64M +$361K +15,702 +11%
SF
219
Synovus Financial
Georgia
$3.61M -$1.37M -59,443 -27%
FRA
220
FFG Retirement Advisors
Colorado
$3.45M +$111K +4,847 +3%
DWT
221
Dorsey & Whitney Trust
South Dakota
$3.4M +$316K +13,750 +10%
STA
222
Smith Thornton Advisors
Alabama
$3.38M +$41.2K +1,794 +1%
FPF
223
First Pacific Financial
Washington
$3.37M -$42.4K -1,843 -1%
SWA
224
Stratos Wealth Advisors
Ohio
$3.33M +$134K +5,846 +4%
CL
225
Choreo LLC
Illinois
$3.32M -$223K -9,801 -6%
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9
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