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iShares US Treasury Bond ETF
GOVT

720 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 87 funds opening new positions, 337 increasing their positions, 213 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 49

58% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 213

14% more funds holding in top 10

Funds holding in top 10: 59 → 67 (+8)

8% more capital invested

Capital invested by funds: $23.5B → $25.3B (+$1.83B)

4% more funds holding

Funds holding: 692 → 720 (+28)

0.15% less ownership

Funds ownership: 90.78% → 90.63% (-0.15%)

99% less call options, than puts

Call options by funds: $176K | Put options by funds: $17.8M

Holders
720
Holders Change
+28
Holders Change %
+4.05%
% of All Funds
10.34%
Holding in Top 10
67
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.56%
% of All Funds
0.96%
New
87
Increased
337
Reduced
213
Closed
49
Calls
$176K
Puts
$17.8M
Net Calls
-$17.6M
Net Calls Change
-$3.93M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$256M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$246M
3
Bank of America
Bank of America
North Carolina
+$186M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$94M
5
LPL Financial
LPL Financial
California
+$81.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$635M
2
HighTower Advisors
HighTower Advisors
Illinois
-$18.8M
3
SFC
Strategic Financial Concepts
Texas
-$18.7M
4
UBS Group
UBS Group
Switzerland
-$13.5M
5
PCIA
Prime Capital Investment Advisors
Kansas
-$13.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$8.83B +$186M +8,043,955 +2%
LPL Financial
2
LPL Financial
California
$2.53B +$81.6M +3,525,851 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.59B +$246M +10,604,095 +18%
Truist Financial
4
Truist Financial
North Carolina
$1.53B +$256M +11,067,860 +20%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$859M +$61.2M +2,642,472 +8%
AF
6
Allworth Financial
California
$675M +$17M +735,803 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$618M -$635M -27,425,209 -51%
Morgan Stanley
8
Morgan Stanley
New York
$464M -$1.67M -71,961 -0.4%
AssetMark Inc
9
AssetMark Inc
California
$432M +$14.8M +639,816 +4%
BlackRock
10
BlackRock
New York
$311M +$16.5M +713,636 +6%
Charles Schwab
11
Charles Schwab
California
$301M +$464K +20,060 +0.2%
FEG
12
Fund Evaluation Group
Ohio
$284M +$22.8M +985,304 +9%
JP Morgan Chase
13
JP Morgan Chase
New York
$261M +$65.7M +2,837,004 +34%
PC
14
Peavine Capital
Nevada
$224M -$1.97M -84,906 -0.9%
MA
15
Mutual Advisors
Nebraska
$220M +$23.3M +1,007,459 +12%
MIM
16
Morningstar Investment Management
Illinois
$202M +$1.37M +59,313 +0.7%
UCFA
17
United Capital Financial Advisors
Texas
$190M +$7.45M +321,603 +4%
JPG
18
Jordan Park Group
California
$184M +$35.5M +1,532,698 +24%
AllianceBernstein
19
AllianceBernstein
Tennessee
$176M +$94M +4,058,301 +117%
PCIA
20
Prime Capital Investment Advisors
Kansas
$171M -$13.1M -565,080 -7%
TC
21
TownSquare Capital
Utah
$144M +$5.34M +230,545 +4%
Ameriprise
22
Ameriprise
Minnesota
$143M +$6.21M +268,293 +5%
HCC
23
Hirtle Callaghan & Co
Pennsylvania
$139M – – –
TPCW
24
TD Private Client Wealth
New York
$128M +$14.1M +609,796 +13%
NFA
25
Nationwide Fund Advisors
Ohio
$128M +$79.8K +3,445 +0.1%
1
2 3 4 5

GOVT Hedge Fund Activity: Q3 2024 in Review

720 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q3 2024, worth a combined $25.3B — up 7.8% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new GOVT positions and 49 closed out — a net gain of 38 holders — while 337 added to existing stakes and 213 trimmed.

The largest buyer was Truist Financial, adding an estimated $256M. The largest seller was Fidelity Investments, cutting an estimated $635M.

  • 720 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q3 2024, up from 692 in Q2 2024.
  • Funds reported $25.3B of iShares US Treasury Bond ETF stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 87 funds opened new iShares US Treasury Bond ETF positions in Q3 2024 and 49 closed out, a net change of +38 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q3 2024 was Truist Financial, an estimated $256M added.
  • The largest iShares US Treasury Bond ETF seller in Q3 2024 was Fidelity Investments, an estimated $635M sold.

Based on aggregated 13F filings for Q3 2024.