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iShares US Treasury Bond ETF
GOVT

693 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 81 funds opening new positions, 313 increasing their positions, 226 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 226

16% more call options, than puts

Call options by funds: $485K | Put options by funds: $419K

9% more capital invested

Capital invested by funds: $21.5B → $23.4B (+$1.93B)

0% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 81

2% less funds holding

Funds holding: 709 → 693 (-16)

3.7% less ownership

Funds ownership: 94.9% → 91.2% (-3.7%)

15% less funds holding in top 10

Funds holding in top 10: 74 → 63 (-11)

Holders
693
Holders Change
-16
Holders Change %
-2.26%
% of All Funds
9.98%
Holding in Top 10
63
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-14.86%
% of All Funds
0.91%
New
81
Increased
313
Reduced
226
Closed
81
Calls
$485K
Puts
$419K
Net Calls
+$66K
Net Calls Change
+$26.5M

Top Buyers

1
LPL Financial
LPL Financial
California
+$2.1B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$96.5M
4
Bank of America
Bank of America
North Carolina
+$90.6M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$79M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$455M
2
Goldman Sachs
Goldman Sachs
New York
-$299M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
-$133M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$75.4M
5
JP Morgan Chase
JP Morgan Chase
New York
-$36.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$8.26B +$90.6M +3,985,195 +1%
LPL Financial
2
LPL Financial
California
$2.23B +$2.1B +92,549,448 +1,765%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.44B +$148M +6,502,027 +11%
Truist Financial
4
Truist Financial
North Carolina
$1.32B +$52.9M +2,327,763 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.14B +$96.5M +4,246,291 +9%
AF
6
Allworth Financial
California
$613M +$39.8M +1,749,973 +7%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$579M +$79M +3,475,152 +16%
Morgan Stanley
8
Morgan Stanley
New York
$473M -$455M -20,017,316 -49%
AssetMark Inc
9
AssetMark Inc
California
$386M +$6.19M +272,142 +2%
Charles Schwab
10
Charles Schwab
California
$307M -$19.5M -858,359 -6%
BlackRock
11
BlackRock
New York
$279M -$10.3M -454,953 -4%
FEG
12
Fund Evaluation Group
Ohio
$245M +$18.2M +799,686 +8%
PC
13
Peavine Capital
Nevada
$224M +$6.68M +293,858 +3%
MA
14
Mutual Advisors
Nebraska
$187M +$19.3M +847,428 +11%
PCIA
15
Prime Capital Investment Advisors
Kansas
$187M -$1.95M -85,675 -1%
UCFA
16
United Capital Financial Advisors
Texas
$177M -$2.87M -126,229 -2%
MIM
17
Morningstar Investment Management
Illinois
$171M +$27.6M +1,213,333 +19%
JP Morgan Chase
18
JP Morgan Chase
New York
$167M -$36.4M -1,599,897 -18%
HCC
19
Hirtle Callaghan & Co
Pennsylvania
$142M -$133M -5,872,353 Closed
UBS Group
20
UBS Group
Switzerland
$130M -$3.32M -145,834 -2%
TC
21
TownSquare Capital
Utah
$129M +$16M +704,438 +14%
JPG
22
Jordan Park Group
California
$128M +$14.7M +647,339 +13%
Ameriprise
23
Ameriprise
Minnesota
$128M +$2.99M +131,396 +2%
NFA
24
Nationwide Fund Advisors
Ohio
$125M +$1.31M +57,695 +1%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$113M +$6.1M +268,193 +6%
1
2 3 4 5

GOVT Hedge Fund Activity: Q1 2024 in Review

693 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q1 2024, worth a combined $23.4B — up 9% from $21.5B a quarter earlier.

Fund positioning in GOVT was balanced in Q1 2024: 81 funds opened new positions, 81 closed out, 313 added to existing stakes and 226 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.1B. The largest seller was Morgan Stanley, cutting an estimated $455M.

  • 693 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q1 2024, down from 709 in Q4 2023.
  • Funds reported $23.4B of iShares US Treasury Bond ETF stock for Q1 2024, up 9% quarter-over-quarter.
  • 81 funds opened new iShares US Treasury Bond ETF positions in Q1 2024 and 81 closed out, a net change of 0 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $2.1B added.
  • The largest iShares US Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $455M sold.

Based on aggregated 13F filings for Q1 2024.