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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 %
IF
276
IRON Financial
Illinois
$1.71M -$75.6K -3,303 -4%
VWM
277
Venturi Wealth Management
Texas
$1.71M -$240K -10,493 -12%
KP
278
Keel Point
Alabama
$1.69M -$46.2K -2,018 -3%
KPWS
279
Kestra Private Wealth Services
Texas
$1.68M +$193K +8,441 +13%
VHAM
280
Van Hulzen Asset Management
California
$1.67M -$76.9K -3,357 -4%
RW
281
Regimen Wealth
Georgia
$1.67M +$1.41M +61,723 +556%
TPWA
282
TRUE Private Wealth Advisors
Oregon
$1.66M -$428K -18,705 -21%
CG
283
Clifford Group
Massachusetts
$1.63M -$11.5K -503 -0.7%
PWMG
284
Provence Wealth Management Group
California
$1.62M +$1.01M +44,069 +166%
BSW
285
Buckingham Strategic Wealth
Missouri
$1.57M +$51.4K +2,246 +3%
AWA
286
Arete Wealth Advisors
Illinois
$1.56M -$67.1K -2,930 -4%
LNC
287
Lincoln National Corp
Pennsylvania
$1.55M +$848K +37,047 +121%
BFA
288
BMS Financial Advisors
South Dakota
$1.54M -$1.46M -63,869 -49%
PPC
289
Park Place Capital
Alabama
$1.5M +$71.7K +3,132 +5%
WHCI
290
W.H. Cornerstone Investments
Massachusetts
$1.46M +$502K +21,941 +53%
VAS
291
Vestmark Advisory Solutions
Massachusetts
$1.45M +$251K +10,942 +21%
WWP
292
WR Wealth Planners
Missouri
$1.45M -$65.7K -2,870 -4%
MHB
293
Midwest Heritage Bank
Iowa
$1.44M -$111K -4,837 -7%
RF
294
RHS Financial
California
$1.44M +$135K +5,899 +10%
FA
295
FDx Advisors
Illinois
$1.43M +$1.07M +46,738 +297%
DCM
296
Donaldson Capital Management
Indiana
$1.42M -$97.9K -4,276 -6%
USCWA
297
U.S. Capital Wealth Advisors
Texas
$1.41M -$38.3K -1,672 -3%
AWM
298
Apollon Wealth Management
South Carolina
$1.4M +$974K +42,521 +229%
WB
299
WesBanco Bank
West Virginia
$1.37M -$1.97K -86 -0.1%
IDA
300
Intelligence Driven Advisers
California
$1.36M -$12.4M -548,155 -90%
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