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iShares US Treasury Bond ETF
GOVT

789 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 136 funds opening new positions, 319 increasing their positions, 253 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 52

26% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 253

10% more capital invested

Capital invested by funds: $25.3B → $27.9B (+$2.57B)

10% more funds holding

Funds holding: 720 → 789 (+69)

2.33% more ownership

Funds ownership: 90.63% → 92.96% (+2.3%)

1% more funds holding in top 10

Funds holding in top 10: 67 → 68 (+1)

97% less call options, than puts

Call options by funds: $471K | Put options by funds: $17.4M

Holders
789
Holders Change
+69
Holders Change %
+9.58%
% of All Funds
10.39%
Holding in Top 10
68
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.49%
% of All Funds
0.9%
New
136
Increased
319
Reduced
253
Closed
52
Calls
$471K
Puts
$17.4M
Net Calls
-$16.9M
Net Calls Change
+$751K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.08B
2
JP Morgan Chase
JP Morgan Chase
New York
+$872M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$451M
4
Charles Schwab
Charles Schwab
California
+$166M
5
LPL Financial
LPL Financial
California
+$122M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$176M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$163M
3
IUHSA
Itau Unibanco Holding S.A.
Brazil
-$102M
4
GI
GLOBALT Investments
Georgia
-$52.6M
5
RCG
Rock Creek Group
District of Columbia
-$38M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$9.74B +$1.08B +47,213,558 +13%
LPL Financial
2
LPL Financial
California
$2.6B +$122M +5,340,900 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.64B +$80.8M +3,539,745 +5%
Truist Financial
4
Truist Financial
North Carolina
$1.54B +$35.2M +1,543,834 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.13B +$872M +38,232,721 +343%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$915M +$72.8M +3,191,079 +9%
AF
7
Allworth Financial
California
$747M +$101M +4,437,105 +15%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$497M +$451M +19,761,632 +1,067%
AssetMark Inc
9
AssetMark Inc
California
$492M +$68.2M +2,990,094 +16%
Morgan Stanley
10
Morgan Stanley
New York
$482M +$27.2M +1,193,048 +6%
Charles Schwab
11
Charles Schwab
California
$462M +$166M +7,266,546 +57%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$442M -$163M -7,138,646 -27%
BlackRock
13
BlackRock
New York
$307M +$2.15M +94,193 +0.7%
FEG
14
Fund Evaluation Group
Ohio
$304M +$26.1M +1,145,573 +9%
MIM
15
Morningstar Investment Management
Illinois
$302M +$99.2M +4,347,422 +50%
MA
16
Mutual Advisors
Nebraska
$254M +$39.7M +1,741,584 +18%
PC
17
Peavine Capital
Nevada
$232M +$12.9M +563,395 +6%
JPG
18
Jordan Park Group
California
$208M +$27.2M +1,193,823 +15%
UCFA
19
United Capital Financial Advisors
Texas
$181M -$5.38M -235,637 -3%
TC
20
TownSquare Capital
Utah
$158M +$16.5M +723,307 +12%
PCIA
21
Prime Capital Investment Advisors
Kansas
$142M -$25.1M -1,100,863 -15%
Ameriprise
22
Ameriprise
Minnesota
$139M -$1.14M -49,805 -0.8%
UBS Group
23
UBS Group
Switzerland
$133M +$27.1M +1,189,109 +26%
TPCW
24
TD Private Client Wealth
New York
$131M +$4.95M +216,895 +4%
NFA
25
Nationwide Fund Advisors
Ohio
$125M -$773K -33,863 -0.6%
1
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GOVT Hedge Fund Activity: Q4 2024 in Review

789 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Treasury Bond ETF (GOVT) for Q4 2024, worth a combined $27.9B — up 10% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new GOVT positions and 52 closed out — a net gain of 84 holders — while 319 added to existing stakes and 253 trimmed.

The largest buyer was Bank of America, adding an estimated $1.08B. The largest seller was AllianceBernstein, exiting entirely with an estimated $176M sold.

  • 789 institutional investors held iShares US Treasury Bond ETF (GOVT) as of Q4 2024, up from 720 in Q3 2024.
  • Funds reported $27.9B of iShares US Treasury Bond ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 136 funds opened new iShares US Treasury Bond ETF positions in Q4 2024 and 52 closed out, a net change of +84 holders.
  • The largest iShares US Treasury Bond ETF buyer in Q4 2024 was Bank of America, an estimated $1.08B added.
  • The largest iShares US Treasury Bond ETF seller in Q4 2024 was AllianceBernstein, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2024.