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iShares US Treasury Bond ETF
GOVT

Overview Fund Activity

650 hedge funds and large institutions have $25.9B invested in iShares US Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 293 increasing their positions, 208 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+26
Holders Change %
+4.17%
% of All Funds
10.25%
Holding in Top 10
70
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.69%
% of All Funds
1.1%
New
84
Increased
293
Reduced
208
Closed
54
Calls
$676K
Puts
$5.89M
Net Calls
-$5.21M
Net Calls Change
+$106K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$307M
2
Bank of America
2
Bank of America
North Carolina
$8.47B
3
Charles Schwab
3
Charles Schwab
California
$172M
4
Temasek Holdings
4
Temasek Holdings
Singapore
$261M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.22B

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$60.8M
2
MMA
2
Miracle Mile Advisors
California
$410K
3
SWG
3
Summit Wealth Group
Vermont
$900K
4
Asset Management One
4
Asset Management One
Japan
$27.4M
5
BlackRock
5
BlackRock
New York
$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
251
Csenge Advisory Group
Florida
$2.17M -$96.1K -4,197 -4%
MWM
252
Maripau Wealth Management
Indiana
$2.15M +$1.4M +61,155 +186%
Lazard Asset Management
253
Lazard Asset Management
New York
$2.1M -$2.41M – –
FG
254
Foster Group
Iowa
$2.09M – – –
BBWP
255
Beacon Bridge Wealth Partners
Pennsylvania
$2.08M +$794K +34,662 +62%
CFG
256
Cosner Financial Group
Colorado
$2.05M +$2.05M +89,414 New
AWM
257
Avondale Wealth Management
Texas
$2.05M -$12.4K -541 -0.6%
CFD
258
Creative Financial Designs
Indiana
$2M +$552K +24,083 +38%
GT
259
Greenleaf Trust
Michigan
$1.99M -$5.63M -245,808 -74%
CFG
260
Cooper Financial Group
California
$1.93M +$25.2K +1,100 +1%
Wealth Enhancement Advisory Services
261
Wealth Enhancement Advisory Services
Minnesota
$1.93M +$471K +20,584 +32%
DWT
262
Dorsey & Whitney Trust
South Dakota
$1.92M -$41.2K -1,800 -2%
WIP
263
WealthCare Investment Partners
Rhode Island
$1.91M +$109K +4,790 +6%
PA
264
Parallel Advisors
California
$1.89M -$43.1K -1,881 -2%
FWP
265
Firethorn Wealth Partners
Georgia
$1.87M -$359K -15,671 -16%
LIM
266
Leavell Investment Management
Alabama
$1.84M -$94.4K -4,125 -5%
SWA
267
Stratos Wealth Advisors
Ohio
$1.8M -$868K -37,913 -33%
SFG
268
Snider Financial Group
Washington
$1.79M +$22.2K +969 +1%
HWP
269
Highline Wealth Partners
California
$1.79M +$148K +6,444 +9%
BTWM
270
Baker Tilly Wealth Management
Wisconsin
$1.77M -$453K -19,774 -20%
DE
271
Day & Ennis
Georgia
$1.77M +$58.6K +2,559 +3%
DWM
272
Drive Wealth Management
Utah
$1.74M +$1.3M +56,631 +293%
SC
273
Scotia Capital
Ontario, Canada
$1.73M +$48.4K +2,113 +3%
TCA
274
Transcend Capital Advisors
New Jersey
$1.72M -$134K -5,860 -7%
MYIA
275
Mount Yale Investment Advisors
Colorado
$1.72M +$100K +4,370 +6%
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