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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 %
SFG
251
Snider Financial Group
Washington
$2.02M +$45.5K +1,973 +2%
BTWM
252
Baker Tilly Wealth Management
Wisconsin
$2.02M +$597K +25,902 +42%
SL
253
SWMG LLC
Texas
$1.95M -$82K -3,560 -4%
APW
254
Austin Private Wealth
Texas
$1.92M -$1.68M -72,727 -47%
Qube Research & Technologies (QRT)
255
Qube Research & Technologies (QRT)
United Kingdom
$1.88M +$864K +37,505 +85%
HI
256
Harbour Investments
Wisconsin
$1.87M -$721K -31,300 -28%
VA
257
Valmark Advisers
Ohio
$1.87M -$133K -5,788 -7%
VWA
258
Visionary Wealth Advisors
Illinois
$1.86M +$1.86M +80,769 New
AWM
259
Avondale Wealth Management
Texas
$1.84M -$276K -11,996 -13%
EW
260
Element Wealth
Mississippi
$1.83M +$1.12M +48,591 +157%
TVAMP
261
Tennessee Valley Asset Management Partners
Tennessee
$1.82M +$988K +42,885 +118%
FG
262
Foster Group
Iowa
$1.82M – – –
MMA
263
Miracle Mile Advisors
California
$1.82M +$1.21M +52,716 +201%
WWA
264
WCG Wealth Advisors
Nevada
$1.76M -$1.9M -82,605 -52%
Lazard Asset Management
265
Lazard Asset Management
New York
$1.75M -$1.84M – –
GM
266
GeoWealth Management
Illinois
$1.74M +$306K +13,285 +21%
CL
267
Choreo LLC
Illinois
$1.74M -$264K -11,444 -13%
TIAA Trust, National Association
268
TIAA Trust, National Association
North Carolina
$1.73M +$823K +35,722 +91%
HWMC
269
Heritage Wealth Management (California)
California
$1.61M +$1.61M +69,946 New
IDA
270
Intelligence Driven Advisers
California
$1.59M +$1.59M +69,021 New
JWM
271
JPL Wealth Management
Colorado
$1.59M +$1.59M +68,898 New
HPM
272
Hoxton Planning & Management
West Virginia
$1.58M -$415K -18,033 -21%
IF
273
IRON Financial
Illinois
$1.56M -$58.5K -2,540 -4%
AWM
274
Alterna Wealth Management
Texas
$1.54M -$3.22M -139,901 -68%
MCA
275
MSH Capital Advisors
Arizona
$1.54M +$1.24M +54,019 +425%
9 10
11
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