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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 %
TCA
251
Transcend Capital Advisors
New Jersey
$1.9M +$375K +16,036 +25%
MLA
252
My Legacy Advisors
Oregon
$1.87M +$1.87M +79,822 New
OIA
253
OneDigital Investment Advisors
Kansas
$1.87M +$349K +14,942 +23%
PFGIA
254
Patriot Financial Group Insurance Agency
Massachusetts
$1.87M +$70 +3 +0%
WIP
255
WealthCare Investment Partners
Rhode Island
$1.85M +$147K +6,284 +9%
IF
256
IRON Financial
Illinois
$1.82M +$11.7K +502 +0.6%
SFG
257
Snider Financial Group
Washington
$1.81M +$71.1K +3,039 +4%
VHAM
258
Van Hulzen Asset Management
California
$1.78M -$382K -16,352 -18%
KP
259
Keel Point
Alabama
$1.77M -$75.6K -3,235 -4%
3AM
260
3EDGE Asset Management
Florida
$1.76M -$49.9M -2,134,631 -97%
DE
261
Day & Ennis
Georgia
$1.74M -$2.26M -96,785 -56%
SC
262
Scotia Capital
Ontario, Canada
$1.72M +$18.1K +775 +1%
RSWM
263
Robertson Stephens Wealth Management
California
$1.72M +$1.45M +61,990 +541%
CG
264
Clifford Group
Massachusetts
$1.68M -$364K -15,555 -18%
WA
265
WBH Advisory
Maryland
$1.68M +$1.68M +71,723 New
HWP
266
Highline Wealth Partners
California
$1.68M -$1.86M -79,601 -53%
AWA
267
Arete Wealth Advisors
Illinois
$1.66M -$138K -5,917 -8%
MYIA
268
Mount Yale Investment Advisors
Colorado
$1.65M +$472K +20,192 +40%
RL
269
Retireful LLC
Michigan
$1.62M +$1.62M +69,278 New
Cerity Partners
270
Cerity Partners
New York
$1.62M +$104K +4,438 +7%
IA
271
IFP Advisors
Florida
$1.59M -$528K -20,940 -25%
MHB
272
Midwest Heritage Bank
Iowa
$1.59M -$835K -35,714 -34%
WWP
273
WR Wealth Planners
Missouri
$1.55M +$264K +11,271 +20%
DCM
274
Donaldson Capital Management
Indiana
$1.55M +$29.1K +1,244 +2%
SFC
275
Strategic Financial Concepts
Texas
$1.54M +$1.54M +65,836 New
9 10
11
12 13