GOVT icon

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 %
KPWS
276
Kestra Private Wealth Services
Texas
$1.52M +$524K +22,422 +52%
BSW
277
Buckingham Strategic Wealth
Missouri
$1.51M – – –
Wealth Enhancement Advisory Services
278
Wealth Enhancement Advisory Services
Minnesota
$1.49M +$373K +15,937 +33%
CFD
279
Creative Financial Designs
Indiana
$1.48M -$1.48M -63,400 -50%
USCWA
280
U.S. Capital Wealth Advisors
Texas
$1.47M -$17.7K -755 -1%
PPC
281
Park Place Capital
Alabama
$1.46M -$363K -15,522 -20%
TFA
282
Teamwork Financial Advisors
Texas
$1.42M +$567K +24,248 +67%
WB
283
WesBanco Bank
West Virginia
$1.4M +$116K +4,952 +9%
WP
284
WealthPLAN Partners
Nebraska
$1.36M +$969K +41,441 +247%
GVAG
285
Great Valley Advisor Group
Delaware
$1.33M +$31.1K +1,331 +2%
RF
286
RHS Financial
California
$1.33M -$259K -11,074 -16%
SFS
287
Sowell Financial Services
Arkansas
$1.32M -$359K -15,361 -21%
BBWP
288
Beacon Bridge Wealth Partners
Pennsylvania
$1.31M +$1.03M +44,006 +362%
T
289
TRUADVICE
Florida
$1.31M +$890K +37,951 +213%
SW
290
Simplicity Wealth
New Jersey
$1.3M +$997K +42,653 +334%
PPW
291
Parcion Private Wealth
Washington
$1.28M -$299K -12,776 -19%
CFG
292
Citizens Financial Group
Rhode Island
$1.27M +$471K +20,140 +59%
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$1.23M +$1.18M +50,481 +2,244%
FAM
294
Family Asset Management
South Carolina
$1.23M +$908K +38,834 +280%
VAS
295
Vestmark Advisory Solutions
Massachusetts
$1.23M +$167K +7,164 +16%
FTS
296
Fifth Third Securities
Ohio
$1.22M +$27K +1,154 +2%
IAN
297
Integrated Advisors Network
Texas
$1.2M -$31.5K -1,349 -3%
SPI
298
Sutton Place Investors
New York
$1.19M +$34.6K +1,478 +3%
CA
299
Continuum Advisory
Idaho
$1.17M -$303K -12,977 -21%
Wealthfront Advisers
300
Wealthfront Advisers
California
$1.17M +$26.8K +1,145 +2%
10 11
12
13 14