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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

648 hedge funds and large institutions have $21.1B invested in iShares US Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 192 increasing their positions, 316 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
10.33%
Holding in Top 10
60
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-14.29%
% of All Funds
0.96%
New
76
Increased
192
Reduced
316
Closed
72
Calls
$439K
Puts
$5K
Net Calls
+$434K
Net Calls Change
+$5.65M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.89B
2
EWA
EP Wealth Advisors
California
$104M
3
IUHSA
Itau Unibanco Holding S.A.
Brazil
$98.6M
4
AF
Allworth Financial
California
$544M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$393M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.37B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.46B
3
Bank of America
Bank of America
North Carolina
$7.69B
4
SCM
SCS Capital Management
Massachusetts
$33.5M
5
LPL Financial
LPL Financial
California
$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WM
226
1900 Wealth Management
Texas
$2.03M -$67.3K -3,053 -3%
AWM
227
Avondale Wealth Management
Texas
$2.02M +$50.7K +2,302 +3%
WIP
228
WealthCare Investment Partners
Rhode Island
$2.01M +$175K +8,001 +10%
FDDB
229
Fidelity D&D Bancorp
Pennsylvania
$1.98M +$1.98M +89,862 New
CFG
230
Cosner Financial Group
Colorado
$1.97M – – –
SWM
231
SigFig Wealth Management
California
$1.96M -$3.68M -167,151 -65%
SL
232
SWMG LLC
Texas
$1.95M -$1.84M -83,543 -49%
BAM
233
Belpointe Asset Management
Nevada
$1.94M +$1.57M +71,348 +428%
BHWM
234
Bay Harbor Wealth Management
Maryland
$1.94M -$4.43M -201,089 -70%
AF
235
Advisornet Financial
Minnesota
$1.93M -$1.62M -73,436 -46%
VA
236
Valmark Advisers
Ohio
$1.92M -$176K -7,995 -8%
CL
237
Choreo LLC
Illinois
$1.91M -$961K -43,624 -33%
HPM
238
Hoxton Planning & Management
West Virginia
$1.91M -$1.72M -78,008 -47%
WP
239
WealthShield Partners
North Carolina
$1.9M -$1.79M -81,258 -48%
SFG
240
Snider Financial Group
Washington
$1.89M +$167K +7,570 +10%
JC
241
JB Capital
Connecticut
$1.87M -$31.4M -1,422,748 -94%
BRWA
242
B. Riley Wealth Advisors
Florida
$1.84M -$6.12M -277,505 -77%
Lazard Asset Management
243
Lazard Asset Management
New York
$1.84M -$2.1M – –
FG
244
Foster Group
Iowa
$1.82M -$187K -8,481 -9%
EH
245
Equitable Holdings
New York
$1.81M +$602K +27,303 +50%
WWG
246
West Wealth Group
California
$1.77M -$3.51M -159,080 -66%
SXL
247
Summit X LLC
Missouri
$1.76M -$3.34M -151,740 -66%
PA
248
Parallel Advisors
California
$1.74M -$81K -3,674 -4%
DE
249
Day & Ennis
Georgia
$1.72M +$19.3K +876 +1%
LIM
250
Leavell Investment Management
Alabama
$1.72M -$55.4K -2,515 -3%
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