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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 %
CIA
276
Concurrent Investment Advisors
Florida
$1.52M +$1.52M +66,174 New
IWC
277
Integrated Wealth Concepts
Massachusetts
$1.52M +$47.5K +2,061 +3%
EWMCB
278
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.52M +$1.52M +65,850 New
LIM
279
Leavell Investment Management
Alabama
$1.52M -$279K -12,105 -16%
Citigroup
280
Citigroup
New York
$1.49M +$121K +5,255 +9%
WB
281
WesBanco Bank
West Virginia
$1.49M +$42.7K +1,853 +3%
OWA
282
One Wealth Advisors
California
$1.49M -$1.14M -49,284 -43%
BCI
283
Brinker Capital Investments
Pennsylvania
$1.45M -$1.23M -53,896 -46%
OPS
284
Orion Portfolio Solutions
Nebraska
$1.45M -$1.23M -53,896 -46%
PA
285
PFG Advisors
Arizona
$1.44M +$154K +6,675 +12%
PWMG
286
Provence Wealth Management Group
California
$1.43M -$186K -8,055 -12%
BCM
287
Brasada Capital Management
Texas
$1.41M +$1.41M +61,386 New
National Bank of Canada
288
National Bank of Canada
Quebec, Canada
$1.41M -$15.7K -695 -1%
SXL
289
Summit X LLC
Missouri
$1.39M -$450K -19,518 -24%
VHAM
290
Van Hulzen Asset Management
California
$1.37M -$223K -9,687 -14%
FPAS
291
Focus Partners Advisor Solutions
Missouri
$1.37M +$180K +7,791 +15%
IWA
292
Icon Wealth Advisors
Texas
$1.36M +$1.36M +59,075 New
TRCT
293
Tower Research Capital (TRC)
New York
$1.31M +$1.27M +55,030 +2,788%
HFA
294
High Falls Advisors
New York
$1.31M -$1.52M -66,037 -54%
1WM
295
1900 Wealth Management
Texas
$1.27M -$855K -37,105 -40%
RW
296
Rede Wealth
Virginia
$1.27M +$1.27M +54,937 New
CFGS
297
Concourse Financial Group Securities
Alabama
$1.24M -$1.58M -68,787 -56%
MPW
298
MA Private Wealth
California
$1.23M -$563K -24,449 -31%
WC
299
Waterloo Capital
Texas
$1.23M +$532K +23,097 +77%
BSW
300
Buckingham Strategic Wealth
Missouri
$1.22M +$42.8K +1,857 +4%
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