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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 %
CAS
276
Coppell Advisory Solutions
Texas
$1.33M +$580K +25,531 +77%
AWM
277
Apollon Wealth Management
South Carolina
$1.33M -$21K -955 -2%
Citigroup
278
Citigroup
New York
$1.31M +$121K +5,490 +10%
RF
279
RHS Financial
California
$1.27M -$115K -5,201 -8%
SFO
280
Stokes Family Office
Louisiana
$1.27M -$10.5M -474,369 -89%
TCM
281
Twele Capital Management
Minnesota
$1.26M +$1.26M +57,268 New
PCA
282
Pallas Capital Advisors
Massachusetts
$1.26M +$281K +12,928 +29%
CWM
283
Centurion Wealth Management
Virginia
$1.26M -$2.14M -97,197 -63%
AG
284
Ascent Group
Virginia
$1.25M +$80.2K +3,644 +7%
PA
285
PFG Advisors
Arizona
$1.23M -$1.7M -76,917 -58%
SFS
286
Sowell Financial Services
Arkansas
$1.22M -$309 -14 -0%
CFD
287
Creative Financial Designs
Indiana
$1.21M -$709K -32,150 -37%
SFS
288
Security Financial Services
Indiana
$1.21M -$3.3M -149,714 -73%
AFG
289
Altiora Financial Group
Ohio
$1.2M -$1.54M -69,702 -56%
FFN
290
Focus Financial Network
Minnesota
$1.19M -$3.36M -152,472 -74%
TWC
291
TD Waterhouse Canada
Ontario, Canada
$1.18M +$87.4K +3,102 +8%
KFSC
292
Keystone Financial Services (Colorado)
Colorado
$1.17M -$5.99M -271,726 -84%
MHB
293
Midwest Heritage Bank
Iowa
$1.16M -$224K -10,142 -16%
CWM
294
Certus Wealth Management
California
$1.14M -$1.36M -61,617 -54%
FPAS
295
Focus Partners Advisor Solutions
Missouri
$1.14M +$328K +14,874 +41%
BSW
296
Buckingham Strategic Wealth
Missouri
$1.13M -$385K -17,446 -25%
IAN
297
Integrated Advisors Network
Texas
$1.11M -$331 -15 -0%
CAM
298
Cobblestone Asset Management
Virginia
$1.11M +$1.11M +50,237 New
RJT
299
Raymond James Trust
Florida
$1.1M +$36.7K +1,666 +3%
IA
300
IFP Advisors
Florida
$1.09M -$171K -7,746 -14%
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