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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

702 hedge funds and large institutions have $21.5B invested in iShares US Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 203 increasing their positions, 298 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+54
Holders Change %
+8.33%
% of All Funds
10.29%
Holding in Top 10
73
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+21.67%
% of All Funds
1.07%
New
143
Increased
203
Reduced
298
Closed
79
Calls
$535K
Puts
$26.9M
Net Calls
-$26.4M
Net Calls Change
-$26.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$939M
2
Goldman Sachs
2
Goldman Sachs
New York
$312M
3
Bank of America
3
Bank of America
North Carolina
$8.27B
4
PC
4
Peavine Capital
Nevada
$220M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$191M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$206M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.3B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.06B
4
Temasek Holdings
4
Temasek Holdings
Singapore
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
226
SteelPeak Wealth
California
$2.46M -$3.11M -134,981 -56%
SWP
227
Stratos Wealth Partners
Ohio
$2.45M -$247K -10,737 -9%
LWM
228
Liberty Wealth Management
California
$2.44M -$1.01M -43,649 -29%
SWM
229
Spire Wealth Management
Virginia
$2.43M -$493K -21,671 -17%
BNP Paribas Financial Markets
230
BNP Paribas Financial Markets
France
$2.42M +$2.15M +93,434 +798%
SVWG
231
Shared Vision Wealth Group
United States
$2.42M +$2.42M +104,883 New
Prudential Financial
232
Prudential Financial
New Jersey
$2.32M -$4.97M -215,742 -68%
FDDB
233
Fidelity D&D Bancorp
Pennsylvania
$2.3M +$230K +9,981 +11%
GRP
234
Global Retirement Partners
California
$2.27M +$705K +30,849 +45%
PA
235
Parallel Advisors
California
$2.25M +$433K +18,814 +24%
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$2.25M +$1.7M +73,866 +312%
HGWM
237
Horst & Graben Wealth Management
Oregon
$2.24M -$3.58M -155,394 -62%
SAMC
238
Spectrum Asset Management (California)
California
$2.24M -$15.9M -688,272 -88%
M&T Bank
239
M&T Bank
New York
$2.22M +$1.86M +80,860 +521%
KP
240
Keel Point
Alabama
$2.19M +$627K +27,219 +40%
KWA
241
Kingswood Wealth Advisors
California
$2.18M +$1.73M +74,963 +381%
WIP
242
WealthCare Investment Partners
Rhode Island
$2.17M +$62.7K +2,739 +3%
AWM
243
Apollon Wealth Management
South Carolina
$2.17M +$783K +33,983 +56%
TCMP
244
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.16M -$522K -22,674 -19%
SCM
245
Sollinda Capital Management
Florida
$2.14M +$2.14M +92,997 New
TF
246
Trek Financial
Arizona
$2.12M -$2.14M -92,968 -50%
HF
247
HRT Financial
New York
$2.09M +$2.09M +90,916 New
EH
248
Equitable Holdings
New York
$2.05M +$165K +7,166 +9%
FRA
249
FFG Retirement Advisors
Colorado
$2.04M -$2.73M -118,351 -57%
MFG
250
Merit Financial Group
Georgia
$2.03M -$403K -17,489 -17%
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