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iShares US Treasury Bond ETF

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.

Holders
779
Holders Change
+65
Holders Change %
+9.1%
% of All Funds
10.38%
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
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.74B 423,933,669 +47,213,558 +13%
LPL Financial
2
LPL Financial
California
$2.6B 113,104,408 +5,340,900 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.64B 71,528,583 +3,539,745 +5%
Truist Financial
4
Truist Financial
North Carolina
$1.54B 66,956,719 +1,543,834 +2%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.13B 49,365,745 +38,232,721 +343%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$915M 39,816,820 +3,191,079 +9%
AF
7
Allworth Financial
California
$747M 33,236,595 +4,437,105 +15%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$497M 21,613,760 +19,761,632 +1,067%
AssetMark Inc
9
AssetMark Inc
California
$492M 21,409,555 +2,990,094 +16%
Morgan Stanley
10
Morgan Stanley
New York
$482M 20,989,744 +1,193,048 +6%
Charles Schwab
11
Charles Schwab
California
$462M 20,088,596 +7,266,546 +57%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$442M 19,214,897 -7,138,646 -27%
BlackRock
13
BlackRock
New York
$307M 13,345,019 +94,193 +0.7%
FEG
14
Fund Evaluation Group
Ohio
$304M 13,247,340 +1,145,573 +9%
MIM
15
Morningstar Investment Management
Illinois
$302M 13,124,464 +4,347,422 +50%
MA
16
Mutual Advisors
Nebraska
$254M 11,332,555 +1,741,584 +18%
PC
17
Peavine Capital
Nevada
$232M 10,096,178 +563,395 +6%
JPG
18
Jordan Park Group
California
$208M 9,038,850 +1,193,823 +15%
UCFA
19
United Capital Financial Advisors
Texas
$181M 7,862,876 -235,637 -3%
TC
20
TownSquare Capital
Utah
$158M 6,880,812 +723,307 +12%
PCIA
21
Prime Capital Investment Advisors
Kansas
$142M 6,195,577 -1,100,863 -15%
Ameriprise
22
Ameriprise
Minnesota
$139M 6,060,377 -49,805 -0.8%
UBS Group
23
UBS Group
Switzerland
$133M 5,768,796 +1,189,109 +26%
TPCW
24
TD Private Client Wealth
New York
$131M 5,690,525 +216,895 +4%
NFA
25
Nationwide Fund Advisors
Ohio
$125M 5,435,330 -33,863 -0.6%