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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

689 hedge funds and large institutions have $23.4B invested in iShares US Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 311 increasing their positions, 226 reducing their positions, and 77 closing their positions.

Holders
689
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
9.99%
Holding in Top 10
61
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-16.44%
% of All Funds
0.88%
New
80
Increased
311
Reduced
226
Closed
77
Calls
$485K
Puts
$419K
Net Calls
+$66K
Net Calls Change
+$26.5M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.23B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.44B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.14B
4
Bank of America
4
Bank of America
North Carolina
$8.26B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$579M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$473M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.41M
3
HCC
3
Hirtle Callaghan & Co
Pennsylvania
$142M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$25.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$167M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$8.26B 362,972,396 +3,985,195 +1%
LPL Financial
2
LPL Financial
California
$2.23B 97,794,306 +92,549,448 +1,765%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.44B 63,104,925 +6,502,027 +11%
Truist Financial
4
Truist Financial
North Carolina
$1.32B 58,161,325 +2,327,763 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.14B 50,181,467 +4,246,291 +9%
AF
6
Allworth Financial
California
$613M 26,933,904 +1,749,973 +7%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$579M 25,443,972 +3,475,152 +16%
Morgan Stanley
8
Morgan Stanley
New York
$473M 20,753,390 -20,017,316 -49%
AssetMark Inc
9
AssetMark Inc
California
$386M 16,937,328 +272,142 +2%
Charles Schwab
10
Charles Schwab
California
$307M 13,491,644 -858,359 -6%
BlackRock
11
BlackRock
New York
$279M 12,244,894 -454,953 -4%
FEG
12
Fund Evaluation Group
Ohio
$245M 10,748,080 +799,686 +8%
PC
13
Peavine Capital
Nevada
$224M 9,848,623 +293,858 +3%
MA
14
Mutual Advisors
Nebraska
$187M 8,233,590 +847,428 +11%
PCIA
15
Prime Capital Investment Advisors
Kansas
$187M 8,222,059 -85,675 -1%
UCFA
16
United Capital Financial Advisors
Texas
$177M 7,754,271 -126,229 -2%
MIM
17
Morningstar Investment Management
Illinois
$171M 7,496,170 +1,213,333 +19%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$167M 7,339,473 -1,599,897 -18%
HCC
19
Hirtle Callaghan & Co
Pennsylvania
– – -5,872,353 Closed
UBS Group
20
UBS Group
Switzerland
$130M 5,697,125 -145,834 -2%
TC
21
TownSquare Capital
Utah
$129M 5,659,251 +704,438 +14%
JPG
22
Jordan Park Group
California
$128M 5,638,252 +647,339 +13%
Ameriprise
23
Ameriprise
Minnesota
$128M 5,622,835 +131,396 +2%
NFA
24
Nationwide Fund Advisors
Ohio
$125M 5,497,558 +57,695 +1%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$113M 4,969,584 +268,193 +6%
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