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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

624 hedge funds and large institutions have $24.4B invested in iShares US Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 270 increasing their positions, 216 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-2
Holders Change %
-0.32%
% of All Funds
9.99%
Holding in Top 10
65
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.41%
% of All Funds
1.04%
New
87
Increased
270
Reduced
216
Closed
77
Calls
$346K
Puts
$5.67M
Net Calls
-$5.32M
Net Calls Change
-$7.14M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$8.43B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.99B
3
Truist Financial
Truist Financial
North Carolina
$1.3B
4
LPL Financial
LPL Financial
California
$469M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.83B

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$47.3M
2
Temasek Holdings
Temasek Holdings
Singapore
$148M
3
EWA
EP Wealth Advisors
California
$85.3M
4
Financial Engines Advisors
Financial Engines Advisors
California
$19M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.17B
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
226
Lazard Asset Management
New York
$2.41M -$1.89M – –
AWE
227
Avidian Wealth Enterprises
Texas
$2.41M -$4.66M -199,448 -66%
FFA
228
Farther Finance Advisors
California
$2.41M +$1.09M +46,594 +83%
CCMG
229
Clark Capital Management Group
Pennsylvania
$2.37M +$2.37M +101,196 New
FPF
230
First Pacific Financial
Washington
$2.35M +$27.5K +1,175 +1%
GRP
231
Global Retirement Partners
California
$2.33M +$389K +16,523 +20%
AF
232
Advisornet Financial
Minnesota
$2.32M +$244K +10,435 +12%
CAG
233
Csenge Advisory Group
Florida
$2.31M +$1.15M +49,114 +98%
BTWM
234
Baker Tilly Wealth Management
Wisconsin
$2.27M -$207K -8,866 -8%
FWP
235
Firethorn Wealth Partners
Georgia
$2.26M +$897K +38,701 +66%
WIA
236
World Investment Advisors
California
$2.21M +$445K +19,014 +25%
VA
237
Valmark Advisers
Ohio
$2.18M -$2.53K -108 -0.1%
1WM
238
1900 Wealth Management
Texas
$2.15M +$17.9K +779 +0.8%
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$2.14M -$7.13M -304,806 -77%
Jane Street
240
Jane Street
New York
$2.13M +$2.13M +91,209 New
TPWA
241
TRUE Private Wealth Advisors
Oregon
$2.13M -$465K -19,868 -18%
FG
242
Foster Group
Iowa
$2.13M -$615K -26,299 -22%
AWM
243
Avondale Wealth Management
Texas
$2.1M +$2.04M +87,435 +3,534%
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$2.03M +$62.9K +2,692 +3%
DWT
245
Dorsey & Whitney Trust
South Dakota
$2M -$34.7K -1,484 -2%
VWM
246
Venturi Wealth Management
Texas
$1.99M +$907K +38,796 +84%
LIM
247
Leavell Investment Management
Alabama
$1.98M -$378K -16,175 -16%
PA
248
Parallel Advisors
California
$1.97M -$209K -8,955 -10%
LFAS
249
Level Four Advisory Services
Texas
$1.95M -$796K -34,059 -29%
CFG
250
Cooper Financial Group
California
$1.94M +$336K +14,384 +21%
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