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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 %
MPW
251
MA Private Wealth
California
$1.71M -$1.17M -53,156 -41%
RA
252
RFG Advisory
Alabama
$1.67M -$3.34M -151,617 -67%
SPWM
253
Spartan Planning & Wealth Management
North Carolina
$1.57M +$1.57M +71,322 New
SCA
254
Snowden Capital Advisors
New York
$1.56M -$944K -42,815 -38%
IF
255
IRON Financial
Illinois
$1.55M -$98.8K -4,483 -6%
PWMG
256
Provence Wealth Management Group
California
$1.54M -$12.8K -581 -0.8%
VHAM
257
Van Hulzen Asset Management
California
$1.52M -$83.6K -3,793 -5%
ATC
258
Argent Trust Co
Tennessee
$1.52M +$1.28M +57,921 +520%
GRP
259
Global Retirement Partners
California
$1.5M -$883K -40,400 -37%
KP
260
Keel Point
Alabama
$1.49M -$135K -6,132 -8%
LNC
261
Lincoln National Corp
Pennsylvania
$1.49M -$5.33K -242 -0.4%
SW
262
Simplicity Wealth
New Jersey
$1.46M -$1.28M -58,031 -47%
CC
263
Copperleaf Capital
North Carolina
$1.44M -$2.53M -114,811 -64%
I
264
INVST
Indiana
$1.44M -$4.82M -218,624 -77%
GVAG
265
Great Valley Advisor Group
Delaware
$1.43M +$200K +9,086 +16%
TA
266
TFB Advisors
Kansas
$1.42M +$189K +8,577 +15%
PFS
267
Prospera Financial Services
Texas
$1.42M +$797K +36,151 +128%
IWC
268
Integrated Wealth Concepts
Massachusetts
$1.41M -$2.97M -134,562 -68%
National Bank of Canada
269
National Bank of Canada
Quebec, Canada
$1.39M +$455K +20,537 +48%
WB
270
WesBanco Bank
West Virginia
$1.38M +$65.2K +2,959 +5%
GM
271
GeoWealth Management
Illinois
$1.38M +$1.23M +55,686 +834%
BTWM
272
Baker Tilly Wealth Management
Wisconsin
$1.36M -$342K -15,523 -20%
WAS
273
Wealth Advisory Solutions
Indiana
$1.36M -$949K -43,069 -41%
KBC
274
Key Bridge Compliance
$1.36M +$1.36M +61,542 New
CWS
275
Cypress Wealth Services
California
$1.34M -$2.99M -135,736 -69%
9 10
11
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